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.
- 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
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