Change of 'submit to' default content in invoice properties

QUESTION: We are unsure of where to change the name of our previous Director, John Smith to our new Director, Jennifer Megan.

The name appears on the Submit to: section on invoices.

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

To reach the “Acumin System Settings” 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.  

To reach the “Firm Defaults” 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 “Other” 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.