Menu Bar

The menu bar at the top of the Financial Functions windows contains the following options:

File

Enables you to open a new account, save information for the current account, or re-open any of the last five accounts you have accessed.
View

Changes with each financial function you access and displays options for the active function.
Functions

Provides shortcuts to all financial tasks.
Reports

Enables you to print an appointment ticket, statement, ledger activity, contract coupons, or any promises that have been entered for the current account.
Set-up

Enables you to access the Procedure Code Maintenance window so you can enter new procedure codes or make changes without exiting the Financial Functions window.