Under Settings tab, you can view, add or edit Currencies, Pricing Item Types, Logos, Payment Methods, Payment Terms, Tax Rates, Attorney Information, Invoice Mapping, Invoice Information Fields, Invoice Templates, Email Templates and view or edit Data Tier and Customer Code.

To add a new item, click New under each sub-tab in Settings tab.

To edit an item, click Edit button in front of its name or open it by clicking its name and then select Edit button.

To add a Currency, populate the following fields:

  • Abbreviation – abbreviation of the currency.
  • Symbol – the symbol of the currency. (optional)
  • Description – additional information. (optional)

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