⚠️Important: : Once added, you cannot delete a practice so make sure the practice details are correct before you click OK.
To add a new practice to the Advance Database, follow the steps below:
From the File menu select Setup, Practice Details.
Click New.
Enter the details.
Each Practice Name must be unique as this is the internal name used to differentiate practices.
The Accountant’s Name within each practice does not need to be unique.
The practice list will be sorted in alphabetical order, so we recommend you name the main practice 1. XXX and the second practice 2. YYY so they are listed in the correct order.
Click OK to save the new practice.
You will be prompted to complete the Setup Options, specifically the directory paths for the client files, templates and sheets folders:
Set the Client Files Folder | (Practice Specific) |
Set the Templates Files Folder | (Practice Specific) |
Set the Xcede Sheets Folder | (Practice Specific) |
3. You must give XPA users permission to access this practice. This is a one-time manual process that you do through the Fee Earner console.
(The Fee Earner who added the practice will automatically be granted access but no other users will be granted access by default.)