Chapter 13
SETUP
Setup enables you to turn on or off several features within the system. You may also customize the way your reports read by changing the sort headings. In this chapter you’ll learn to:
Scan by SSN
Check for signature
Scan without percent
Customize report headings
Set Default zip code
1. To select your settings, CLICK inside the box to the left.
2. Type in the headings you would like to see on your reports for sorts 1, 2, and 3.
3. If default zip was not populated in the Data Input Fields, you can set the default zip for all undesignated funds.