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

QUESTION: Would you please let me know how to change the automatic settings “Submit to (100) Jane Picard” and “To be Processed by (100) Jane Picard”.

 Please let me know if there any more automatic settings that should be changed.

RESPONSE: Most of the core functionality submit-to fields are found within the “Collections/Billing”, “Cheques/Deposits” and “Other” tabs found in the firm defaults form. Specific to your question the submit to for invoices is found withing the “Other” tab and the ones for deposits in the “Deposits” subtab of the “Cheques/Deposits” tab. If you also need to modify the credit note and AR WO one, these are found in the “Collections/Billing” 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.

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.