Entering Information in 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 setup.
• Complex lists are those that require a name and other attributes. Complex lists are for items that require more than one window to complete setup.

To open Lists, do the following:

Open Dashboard, click Configuration on the navigation panel, and then click Global lists under Firm.

Note: Additional options are available on the Lists navigation panel if Practice, Tax, or Workstream products are licensed and installed.

See the following topics for more information: