An option is a preference a user selects that specifies defaults in the program. Options are password-specific and follow the user from workstation to workstation.

To set user options, select Tools, Options from the menu bar. 

Note: If you are not able to access Tools, Options, refer to User Options are not available for some users

For example: 

  • On the General tab, you can select the program in which to start The Financial Edge, such as General Ledger, Accounts Payable, or Student Billing. You can also select the page on which to open the program, such as the Banks page of Accounts Payable or the Records page of Payroll.
  • Specify default query and export types
  • Determine whether to:
    • Automatically save various parameters
    • Automatically complete table entries
    • Use long descriptions for display and data entry