RB User Guide > Setup > System Preferences

Entities preferences

System-wide preferences and defaults for Entities functions.

• Contacts

  Defaults for autofilling names.

• Firms

  Defaults for invoice options, such as late charges and past due days.

• Resources

  Default payment terms for originals and copies, and autofilling names.

Reference

• Contacts
• Firms
• Resources

Step-by-step instructions

• Customizing global preferences