Introduction

Modified on Tue, 19 Nov, 2024 at 10:31 AM

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 FilePolicy Transaction Fields


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