Changing Your Firm's Settings

Overview

This tutorial will walk you through the steps to change your firm's settings in in TrustBooks.  Please note that only the Account Owner has permission to change firm settings. 

Steps

1. Start on the Dashboard Page, select MISCELLANEOUS

2. On the drop-down menu, click Manage Firm Settings. Then Manage Firm. 

3. Update the settings for your firm. 

4. Click the Update Firm button to save your changes