AR Setup

The AR Setup workspace is designed to provide a single point of entry to complete all of the daily or weekly A/R setup-related activities.

The other A/R setup-related activities, more likely to be completed on a monthly, quarterly, or annual basis, are located in the Set-Up menu. The solution provides a number of setup options from within A/R. The solution is preconfigured to operate for a CPA firm out-of-the-box, and you can change this configuration as needed.