Global policies provide users with default values. Using
global policies you can:
set the next billing
and write off numbers,
set the default value
for what you want to appear by default on the Billings Allocations tab
for the Description field,
enable the use of
markups and retainage in eFinancials,
set the number of
days you want in each of four AR Cash Projection periods. Cash
Projection provides an idea of how much cash you will need to meet payment
obligations during a future time.
define the number
of days you want in each of four AR Aging periods.