Modifications to the default submit to member for various functions found in Firm Defaults - Collection/Billing, Cheques/Deposits and Other tabs - How to change the "remit to" individual

QUESTION: Can you please tell me how to change the “remit to” person for cheque requisitions and 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 within large properties forms.

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

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.

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.