Change Your Firm Settings

Overview

This tutorial will walk you through the steps to change your firm's settings in in TrustBooks.  

Steps:

  1. From the Navigation Pane, select MISCELLANEOUS.

  1. On the drop-down menu, click Manage Firm Settings, then Manage Firm.

  1. Make the desired changes to the input fields.

  1. Select Update Firm and the changes will be saved.