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Maintain Client Guidelines
Use the Info tab in the Client dialog box to maintain the work plan, settlement guidelines, and miscellaneous information to display to users working a client's accounts. For more information, see View Client Guidelines.
To maintain client guidelines
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In the Navigation pane, click System Codes and Settings > Accounts > Client.
Tip: To limit the clients that display in the data grid, click one or more check boxes next to a column heading. In the Filter box, type one or more characters and then press Enter. To clear a filter, clear the check boxes and then click the Refresh icon.
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In the data grid, click the Edit icon and then click Info.
Work Information: Information for working this client's accounts.
Settlement Information: Information on what constitutes a settlement on this client's accounts.
Miscellaneous Information: Miscellaneous information such as special client requirements.
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Complete the information and then click Save.