Specifying general settings
Specifying general settings for the firm
To enter the general settings for the firm:
- Go to Office > Firm Settings to display the Firm Settings window, select an item under the General Heading.
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You can specify Firm Basics (such as the firm's Login ID), the firm's Fiscal Year, the Shared Resources that will be used by Firm Members to complete tasks, and the e-mail settings.
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When you are finished changing settings in a Firm Settings window, click Apply or OK.
Or, you can click an arrow key to apply the changes and display the next or previous view. If you wish to revert to the standard settings, click Defaults.
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Note: If the firm has multiple Amicus Administrators, only one should be changing Firm Settings at any one time. In general, changed Firm Settings will not affect other users until they next log in to Amicus. |
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