Disbursements, New Company Wizard

To run the 'New Company Wizard', go to menu option Tools, Global Settings, General, Database page, and you will see a Wizard Button button at the top, click on this.

  1. Running the New Company Wizard creates 'Disbursement Payment' and 'Disbursement Withdrawal' elements.

    2. Disbursements, NewCompanyWizard, page 1

    Disbursements, NewCompanyWizard, page 2


  2. The New Company Wizard will initialise when setting up a new Database (after adding the Licence), and can be run from Global Settings, General, Database.


  3. The Disbursement Elements are then defaulted on the Account Types, Accounting page.

    4. Disbursements, NewCompanyWizard, page 3


  4. Additionally the 'Disbursement Payment/Remittance Advice' document is defaulted on the Account Type, Disbursement (DISB), Documents page.

    5. Disbursements, NewCompanyWizard, page 4

Topic last updated on 19/04/2021 2:30PM Disbursements.NewCompanyWizard