As you get started in the software, before adding bank accounts, properties, or tenants to the program, it is highly recommended to review all default settings.
Settings are how you are going to personalize your experience in the program to set up and optimize the features for your business needs.
When getting started, the most critical Settings to review in detail are:
- Program Defaults
Tip: Throughout the program, you will find question mark (?) help icons. Hover your mouse over the icon provides more detail about that function, setting, or tool.
The Program Defaults page allows you to customize general and advanced system options. The software becomes very personalized to meet your needs based on your preferences and objectives.
Important Note: Remember to also review the Advanced Program settings by clicking the edit advanced settings link.