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Global Policies

Make the following menu selections to display the policies tabs:

Setup—Policies—Global Policies

Use Global Policies tabs to manage global policies.

• Policies on these tabs are come with default selections.
• Edit the policies to customize the setup for your business.

NOTE that the policies you set up apply to the entire system.

Overview

Global policies allow you to edit system defaults that can lighten your workload and cause business data to be processed in a consistent manner.

Setting up global policies is required. Each set of policies has default settings. Edit these settings to customize the system for your business.  

Your selections of policies and combination of selections may impact your overall data and affect required activities or fields within the system. For your records—and in case you decide to make changes—create a written list of policies you plan to activate.

Field Lists

The Global Policies tabs are:

View, Print, Wait Tab

Batch, Bulk, Transfer Tab

AME, Interface Tab

Inter Property, Additional Tab

Names Tab

Procedure

To Edit Global Policies

1. From the eSite menu, select Setup—Policies—Global Policies.
2. Select the tab on which you want to edit a global policy setting.

NOTE: Refer to Additional Information section below on Setup Question Worksheets, which are available to help you determine which settings you want to edit.

3. Make your desired changes and, if necessary, select the next tab you want to edit.
4. After all changes have been made, click Save.

Additional Information

Setup Questions Worksheets

Setup Questions worksheets guide you through eSite setup, which is especially helpful during initial setup of your system. The Policies and Setup Guide contains Setup Questions for many setup options.

• Setup Questions View, Print, Wait

• Setup Questions Batch, Bulk, Transfer

• Setup Questions AME, Interface

• Setup Questions Inter Property, Additional

• Setup Questions Names

See Also

Resident Sales Tax Overview