Changing Your Firm's Settings

Overview

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

Steps

1. Start on the Dashboard Page, select Miscellaneous.

2. On the Miscellaneous drop-down menu, click Manage My Account.

The Manage My Account page is displayed.

3. Update the settings for your firm.

4. Click the Update Firm button to save your changes.