Financial Data Editing Control Setup

This section of Arranging Director allows you to set up whether to restrict financial data editing or not.

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

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

Restricted Financial Data Editing:

• ‘Not Restricted’ allows client contract information to be edited at any time.
• ‘With Restricted’ Editing – define a cutoff date and any contract edits made after that date must be made as an Add On.
  

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