Note: Have your account administrator confirm your account is set up properly before you use the application.

Your account administrator may need to modify your user-defined settings before you can view Firm Settings.

Access Firm Settings

To access Firm Settings:

  1. From the toolbar, click your Profile icon.
  2. From the drop-down, select Setup.
  3. From the Setup left navigation, click Firm Settings.

The Firm Settings screen opens, displaying tabs atop the screen.

Regional Settings Tab (Canada Only)

The Regional Settings tab allows you to configure Canada-specific options for the firm.

Canada Specific Accounting Settings

Enable Canada specific account rules
  • Check this box to apply Canada-specific accounting settings.
  • You will select a province.

Other Settings

Additional settings can be found on the following tabs: