Activating Staff Grouping defaults
The first step is to use the Company Profile to set up the configuration of your firm and activate the use of offices and departments. Other input areas are dependent on this profile so ensure these are filled out first.
- From the File menu, select Company Profile and click the Terminology tab.
- Set the terms you wish to use for "office", "department", "partner", and "manager". The terms defined here are used throughout the applicable dialogs. At any time these can be changed.
- Click the Firm tab.
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Under Office and Department Defaults, activate the groupings your firm uses by checking the applicable boxes.
Note: Some combinations of staff grouping are possible. Guide to grouping combinations.
- Close the Company Profile.
Comments and suggestions about this article and our software are greatly appreciated. As a user of our products, you are in a unique position to provide ideas that have an impact on future releases of this and other products.
Before contacting Technical Support, please consult the online Help and any other documentation included with this package as your first source to solve the problem.
If you require additional assistance, you can contact CaseWare® Technical Support by contacting your nearest CaseWare distributor.
When you contact CaseWare® Technical Support, you should be at your computer and have your documentation at hand. Be prepared to provide the following information:
- Your Client Number.
- The product version number, found by clicking the Help menu and selecting About.
- The type of computer hardware you are using.
- The software version number of MS-Windows.
- The exact wording of any messages that appear on your screen.
- A description of what happened and what you were doing when the problem occurred.
- A description of how you tried to solve the problem.
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