As an admin, you can manage all of your Actionstep Practice Management Accounting preferences in the Admin area of Practice Management.
To access Account settings:
- In Practice Management, go to Admin > Accounting.
On this page, you can access the following groups of settings:
| Section Name | Description |
|---|---|
| Accounting preferences |
In this section, you can manage the primary settings for your accounting system, like your accounting method, currencies, key financial dates, payment terms, and so forth. See Setting Your Main Accounting Preferences (Admin) for more information. |
| System accounts |
Use this section to map your system accounts. See Viewing System Accounts for more information. |
| Tax return settings |
This section lets you manage your tax return settings. See the following articles for more information:
Sales tax is not widely available in the U.S., so these settings typically do not apply to those users. |
| Tax codes & rates |
Use the options in this section to set up and manage your tax codes and rates. See Working with Tax Codes and Rates (Admin) for more information. Sales tax is not available in the U.S., so these settings do not apply to those users. |
| Check series |
Use the options in this section to set up and manage your printed checks. See Setting Up Printed Checks / Cheques (Admin) for more information. |
| Auto-numbers |
Use the options in this section to define how quotes, orders, and invoices will be auto-numbered. See Setting Your Numbering Sequence for Invoices, Quotes, Etc. for more information. |
| Recurring billing cycles |
The options in this section can be used to set up recurring billing cycles. See Setting Up Custom Billing Cycles (Admin) for more information. |
| Price groups |
Use this section to set up custom price groups for rate labels. See Setting Up Custom Price Groups (Admin) for more information. |
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