Practice Management: AWS Maintance >Table Maintence

[JaminQuimby]

Table Maintenance needs better defined descriptions and perhaps names.

[mscislo]

Old Name New Name Description

Business Types Client Types Client types for Client Maintenance

Tax Services Tax Forms Tax Forms for the main Taxation module

Time Spans Frequencies Frequencies for the multiple module drop-downs

Supported Software Software Options Software names for the Client Maintenance reference

Contact Types Contact Types Contact type for the contact record drop-down

Month of the Year Months Months or Month groupings

States States States

Filing Types Other Filing Types Filing Types for the Other Filings module

Financial Statement Subtasks Subtasks for the Financial Statement module

Consulting Categories Consulting Categories Categories for the Accounting & Consulting module

Task Status Task Statuses Task Status for all modules

Paid Payment Statuses Payment Status for all modules

Client Groups Client Groups Groups for relating records in Client Maintenance

Admin Task Category Administrative Task Categories Categories for Administrative Tasks

Accounting & Consulting Subtasks Accounting & Consulting Subtasks Subtasks for Accounting & Consulting

Delivery Methods Delivery Methods Delivery Methods for several modules

Years Years List of years

Tax Matters POA Tax Matters Tax Matters for Power of Attorney

Document Description Document Descriptions Document Descriptions by module

[JaminQuimby]

Old Name: Notice Numbers New Name: Description:

[mscislo]

Notice Numbers Notice Numbers Notice Numbers for the Notice module

[JaminQuimby]

Done