Access to System settings and Firm Properties - Modify default setting - Submit to content - invoices and cheques

Most default settings are managed from within the Acumin System Settings form or else from Firm Defaults. Both forms are extensive so to navigate across the tabs more effectively, press Fn-F3 to launch the key word search.

To reach the “Acumin System Settings” form select “Environment – System Configuration -System Settings” from the main menu bar. Once on the “Acumin System Settings” form, press Fn-F3 to use the key word search or navigate form content based on tab label. Some tabs have multiple sub-tab content.

To reach the “Firm Defaults” from select “View – Firms” from the main menu bar. Once on the “Show Firms” form, highlight the first firm and right-click to select properties. Navigate to the “Options” tab and press on the button “Firm Defaults” to launch the  “Firm Defaults” form.  

In this case the invoice properties’ default submit-to value is found within the “Other” tab of the firm defaults form. The submit-to value for credit notes and AR write-offs properties forms are in the "Collection/Billing" tab, "Other Defaults" subtab and the one for trust and general cheques and receipts are in the “Cheques/Deposits” tab “Cheques” and “Deposit” sub-tabs.