
![]() | Ledger settings are accessible by users with an Administrator role |
![]() | Found under the Setup menu
|
![]() | Contains settings and feature activations that apply to the global setup of your ledger and are customised to your unique business practice. |
| Each page defaults to view mode until you select Edit in the top left corner.![]() |
![]() | Is made up of the following pages: (Select the page below for more information) |
Profile | Client Fields | Task Fields |
Compliance | AR Fields | Claim Fields |
Processing | Producing Broker Fields | Defaults |
Payment Defaults | Insurer Fields | Misc Creditors |
ABA File | Policy Transaction Fields |
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