Managing Business Unit Options

Associating business units with offices allows you to better organize your firm's data. See Defining Your Firm's Organizational Unit Hierarchy for more information about organizational unit hierarchies.

Example: The Individual Tax business unit can be assigned to the Dallas and Austin offices since they both work on Individual Tax clients.

To add or modify a business unit, do the following:

1. Open the Business Unit window.
   1. Open Dashboard, click Application Links on the navigation panel, and then click Settings and defaults under Firm.
   2. Click Organizational Units on the navigation panel.
   3. Select the Business Units tab.
   4. Do one of the following:
      • Click New.
      • Select a business unit in the grid and click Open.

      The Business Unit window displays.

      Note: You can also open this window from the Assignments window.

2. Enter a unique name for the business unit or edit the existing name.
3. Select Default if this is your firm's default business unit.

Notes:

• Only one business unit can be selected as the default.
• To change the default business unit, open the business unit you would like to create as the default and select Default.
4. Enter a description for the business unit, for example, HR, IT, Individual, or Business Tax.
5. Do one of the following:
   • Select the Use firm note check box to use the email disclosure/confidentiality note selection made for your firm. See Configuring the Firm's Email Settings for more information.
     If the firm note is not set up, this box will be unavailable.
   • Enter an email disclosure/confidentiality note for the business unit.
6. Click one of the Save buttons or cancel.

Button	Description
Save	Saves the changes and the window stays open for editing. An error message displays if you click this button before entering all required information.
Save & New	Saves the changes and opens a new window to create a new entry. An error message displays if you click this button before entering all required information.
Save & Close	Saves the changes and exits the window. An error message displays if you click this button before entering all required information.
Cancel	Exits the window without saving your changes.

7. On the Assignments window, assign this business unit to an office. Business units that are not assigned to an office will not be available as a selection in any setup window. They will also not appear in the Preview Structure window.