Accessing Actionstep Accounting Preferences (Admin)

Modified on Wed, 7 Jan at 12:35 PM

As an admin, you can manage all of your Practice Management Accounting preferences in the Admin area of Actionstep.

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: Tax Return Settings Tax Return Settings - Australia BAS Tax Return Settings - United Kingdom VAT Return Tax Return Settings - New Zealand GST Return Sales tax is not available in the U.S., so these settings 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 Setting Up Tax Codes & 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 Up Auto-Numbering for Accounting (Admin) 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.