Procedural Note 37

Management Tab – Setup – Business

Coming into the business setup screen will bring up a pop up. Within this there is the below four tabs.

            1.      Details This is where you will find your business details that were setup as part of the onboarding process. This information includes your contact, location

            

            2.      Disbursements Here is where your general/operational account details sit for disbursement at end of month.

            3.      Email Logs This screen shows a log of email correspondence sent from

                  

            4.      Statement This screen allows you to add notes on your statements and update the type of business statement you wish to have (detailed or summary).