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  2. Admin Tools & System Settings

Accounting Settings & Configurations

This section includes articles on setting up the Accounting module, where administrators can configure service items, fee schedules, and billing rate sheets to align with your pricing model. It also covers setup for Accounts Payable and Receivable, along with optional QuickBooks integration.

  • Configuring Billing Rates and Fee Schedules
  • Managing Products & Services Items (PSI)

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