Document templates, account groups and payment methods

Maintain the shared reference settings used by transaction screens and financial statements.

Step by step

1. 1Open Settings → Document Templates to review and maintain the available document layouts.
2. 2Open Account Subcategories to review the account grouping used by your accounting configuration.
3. 3Open Payment Methods to review or maintain the methods staff can select when recording payments.
4. 4Test the relevant document or report after a configuration change and review how it affects new transactions.