Groups Overview

Groups are subsets of the complete list of master information that share a common attribute. Companies can create groups to make it easier and faster to set up and maintain budgets, service fee schedules and expense fee schedules. Groups also act as filters to shorten lists and reduce record management effort. You can group employees, vendors, activity codes, expenses codes, etc. in Web Suite based on shared or common attributes. You can create groups to match situations, whether it is a refined group of clients to bill or groups for precision reports.

The great benefit is that you can also filter reports by these groups and expand the value of reports. You can create groups for departments, type of project, type of client, region, territory, and skill set – virtually anything you want and then view reports accordingly.

Some of the common groupings include:

• Projects: industry, commercial, not-for-profit, government, etc.
• Employees: hired date, department, title, annual reviews, skills, etc.
• Vendors: skills, location, ability to travel, etc.
• Clients:
• • Architects/Engineers – Commercial, Residential and Government.
  • Accounting Firms – 1040 Tax, 1120 Tax, Consulting, Litigation Support
  • Law Firms – Contracts, Bankruptcy, Divorces, Real Estate
  • Computer Consulting – Networks, Remote Maintenance Services, Solutions
• Activity Codes: tax services, rates, administrative, marketing, etc.
• Expense Codes: overheads, tax, costs, reimbursable, administrative, etc.

Web Suite groups are dynamic; when you add or remove items from a group, they dynamically update in the schedules, filters and other places to which they are applied. For example, when you add a new activity or remove an expense code from a group assigned to a fee schedule, Web Suite updates the schedule accordingly.

You can create various groups and use them for different purposes (for example, grouping employees, clients, projects, etc.).