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.

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.

← Financial & Quickbooks Setup and Maintenance Set Last Check or Deposit Number Used →

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