Administration - Preferences
Preferences Overview
The purpose of this lesson is to provide instructions on how to access and setup User Preferences.
When you first start using XPLAN your User Preference will be set to a default. Generally you will find these defaults suit most users, however, if you want to change your preferences, this guide will show you where and how to change them.
XPLAN Champions may need to help other staff in the practice setup their User Preference if they want to change from the default settings.
Accessing Preferences
User preferences allows you to edit certain areas within XPLAN that will only apply to your log in.
- You can access User Preferences in the Title Bar by clicking on Preferences
User Preference Menu Options
The main options within the User Preferences menu include what is shown in the screenshot.
| Important Note: The options that are displayed in this menu will be dependant on the users capabilities. |
Managing your Preferences
The purpose of the following guides is to provide instructions on managing the following preferences:
- Account
- Client Focus
- Diary
- Document Note
- General
- Lending
- My Details
- Portfolio
- Tasks
- User Interface
- Invoicing
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