You can store group information and preferences by clicking on Settings in the Header.
Enter identifying information such as your group’s phone number, email address, local unit number, EIN, corporation number, and business number.
You can also set the preferences for the date format, currency format, bank register sorting order (ascending or descending), and address format you prefer.
Once you’ve changed these settings, click:
- Save to store the settings and information that you’ve entered at this point.
- Cancel to return to the Home Page without saving any changes you’ve made.