Change of default content for fields holding members which are no longer with the firm

QUESTION: I would like to update some info and am not sure how to do it. On our cheque requests there is a field for ‘To be processed by” which is manually entered. This employee has left the firm and we would like to update. Can you please help me?

RESPONSE: Many of these default positions are managed from within the tabs and subtabs in Firm Defaults which is launched from within firm properties. The ones for cheques are in the cheque sub-tab but once here you can review others where you may want to change as well. 

To reach “Firm Properties” select “View – Firms” from the main menu bar. Once on the “Show Firms” form, highlight the first firm and right-click to select properties. Press Fn-F3 to use the keyword search to find affected fields within the properties form to be considered for modification, or navigate the form content from tab to tab.

To reach the “Firm Defaults”, once on the firm properties form, navigate to the “Other” tab and press on the button “Firm Defaults” to launch the “Firm Defaults” form. Press Fn-F3 to use the keyword search to find affected fields within the properties form to be considered for modification, or navigate the form content from tab to tab.

System settings also holds other types of defaults - not necessarily member related - which you may find interesting. 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 keyword search or navigate form content based on tab label.