Setting up system preferences

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Use the System tab (Setup > User Preferences) to set preferences for the overall application. When you click a preference, a description appears in the text pane at the bottom of the tab.

Note: Your firm’s administrator or other user with security permission can specify default user preferences when setting up new staff in the application by choosing Setup > Firm > Preferences tab. Staff members with security privileges can later change these preferences if they want. To restore the firm’s default user preferences, click the Reset to new Staff defaults for Firm link.

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