System Settings Overview

System Settings Overview


System Settings

Use System Settings to set up Defaults in your System.



Categories

Select the Category.


    • Related Articles

    • Statements/Invoices Overview

      Statement and Invoice Profiles must be set up before Statements can be sent. Statements and Invoices must be set up separately. Both require Proofs to be approved. Statement Profiles Setup Setup for Invoice Billing System Settings for Invoices ...
    • Worklists Overview

      A User can only see the Worklists if Permissions have been granted in User Maintenance. Organize your Workflow with Worklists Use Worklists to organize work by assigning Tasks with due dates and follow-up dates. Administrators control the information ...
    • Reports Criteria Overview

      Most Reports default to the Post Date which is controlled by the date used in the Reference Batch. My Reports Panel: The Reports that the User has run are shown in this Panel. You can choose to see Unread reports only. Report History: This is the ...
    • Scanning System Settings

      Scanning AUTOMATICBORDERDETECTION -AUTOMATICE BORDER DETECTION Use this setting to prevent capturing unwanted space, such as, black/gray space or other "noisy" areas on specific scanner models. The unwanted space affects the use of the barcode ...
    • Payments, Receipts, and Escrow Overview

      Receipt vs. Payment information The System is an Encounter/Charge based Accounting System. Receipts and Payments are fundamentally different. The Receipt holds the details of the money received, who the Payer is, how much was deposited in the bank. A ...