Financial & Quickbooks Setup and Maintenance

This section of Arranging Director allows you to set up and maintain your financials.

Navigate to System Settings > Arranging Director Admin > Financial & Quickbooks Setup and Maintenance.

*Only admin users will be able to access this area of the system.

• Payment Terms and AN Late Fee Configuration
• Financial Data Editing Control Setup
• Set Last Check or Deposit Number Used
• Set Account Sort Order, Last Reconciled Date and Current Balance
• Expense Category Maintenance
• Edit A Transaction
• Cash Advance Maintenance – Other Payment Methods
• Quickbooks – View or Modify Email Addresses and Account Name Values
• Quickbooks – Maintain Class List
• Quickbooks – Maintain Deposit Account Name
• Quickbooks Export Files

← Arranging Director Admin QuickBooks Accounting Integration →