Financial Configuration

The Financial Configuration section of Expert Agent consists of six main sections: Nominal Ledgers, Bank Accounts, Financial Defaults, Lock Financial Records, Standard Invoices and Making Tax Digital.

Go to Lettings Configuration in the configuration section, expand the menu using the arrow to the right of the heading and you will see the financial configuration options: 

To access each of these simply click on the row.

Once you are happy with your finance set up don't forget to visit your staff profiles to ensure those that will be using the finance have it enabled: Changing Financial Permissions