Domain Settings

Domain Settings

Selecting Setup>Domain Settings navigates the user to the Domain Settings screen.

The different settings of the domain in which the selected account is located are set up here. Firstly, the balancing of transactions are set up. The debit and credit transaction types are set up, which is either a payment or receipt. The option to use the created date, which is the date the transaction batch is created, as the transaction date is also available.

Secondly, the transfer of transactions are set up. The same settings are needed here as above, and also the GL Account to which the transfer needs to be mapped to.

Selecting Save will complete the domain settings set up.