Index

Setup of InfoTrack

As part of the integration process we will assign a document folder and document type for all search results.

Financial information is also setup, this will determine how the financial information of your search will be stored in the file.

To make changes to these settings, you will need to go to System Control on your menu.

Click on the File Default tab.

Disbursement Settings

Note 1: We strongly recommend using Creditor invoices for your disbursements to accurately record GST.

Document Settings

Note 2: You can add a new document folder for these searches.

Note 3: You can add a new document type for these searches.