Edit your firm details

The settings for your firm are entered during the setup process so you will only need to use the Firm Details area if you want to change these settings later.

The information on this page is used when you print invoices and statements in Practice Management.

  1. Click Settings > Firm Settings.
  2. Click Firm Details.
  3. Edit your firm's address and other details, as necessary.

The Automated Email Reply Address relates to the reminders that you can set from within a client record in Contacts or the automated emails you set up in Practice Management settings.

  1. Click Save.

The Firm Date Format is able to be changed on a user basis. This is done on the Details tab of each user in Settings > Security > User Manager