Entering Practice Lists

Entering information in Lists helps you create categories for your firm to organize and store data.

Two different types of lists are used in Lists:

  • Simple lists display in only one column and require only the name of an entity or object to be entered for set up.
  • Complex lists are those that require a name and other attributes. Complex lists are for those items that require more than one window to complete setup.

For more information on setting up list items for Practice, see the links to the right.