Last updated 10 February 2023

Set up categories

IT Manager Practice Admin

The Practice Engine Web Control (PEWC) is used to set up the core categories and parameters used by the system. It consists of:

Main Categories
Special Categories
Permissions
General Categories

Main Categories

Maintain Organizations

Create/maintain news items

Maintain offices

Maintain internal clients

Maintain tax rates

Maintain currencies

Maintain disbursement rates

Set up transaction settings

Set up contact/client letters

Maintain job roles

Set up categories - report layouts

Maintain tax returns

Maintain budget types

Maintain custom job portfolios

Maintain job note types

Manage job document types

Special Categories

Maintain analysis codes

Maintain departments

Maintain services

Maintain ownership codes

Maintain relationship codes

Maintain collection letter layouts

Maintain email wording

Maintain work profiles

Maintain keep in touch settings

Maintain staff grades

Maintain prospect opportunity rates

Maintain SIC/NAICS codes

Maintain workflow statuses

Maintain countries

Maintain jurisdiction statuses

Maintain audit data changes

Maintain billing layout options

Permissions

Maintain special portfolio permissions

General Categories

Set up event types, classes and actions

Maintain ownership codes

Maintain staff grades