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Features:
Treasury
Features and Accounts
From the
Company Policy
tab, select the
Features
tab across the top
1.
View all of the allowable features at the company level. You can define allowable
features from the
User Roles
tab.
2.
After changes have been initiated a
Save
button will appear at the top of the
page. Click
Save
and
Close
.
Accounts:
From the
Company Policy
tab, click the
Accounts
tab across the top.
1.
Here you can view the
Accounts
associated within your company and define
account viewing rights from the
User Roles
tab.
2.
After changes have been initiated a
Save
button will appear at the top of the
page. Click
Save
and
Close
.