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        <a class="WebWorks_Breadcrumb_Link" href="companyfile.4.1.htm#1098791">Setting up your company file</a> &gt; Set up preferences</div>
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      <blockquote>
        <div class="hs_SectionHeading"><a name="1098791">Set up preferences</a></div>
        <div class="b_Body"><a name="1091773">Preferences are settings that enable you to tailor your software to </a>your business requirements and processes.</div>
        <div class="bnF_NoteHeadingFirst">
          <span class="N_007eNoteCautionWarning">note : </span><a name="1091774">Do you need to complete this task?</a></div>
        <div class="bnL_NoteBodyLast" style="margin-bottom: 4.0pt;"><a name="1091775">While you can </a>complete this step later, you should review the default preferences that have been set before you start entering transactions. </div>
        <div class="b_Body"><a name="1091776">You can set preferences to customise the way your software </a>operates. For example, you can choose to automatically print invoices after recording them, or prevent users from editing transactions.</div>
        <div class="b_Body"><a name="1091777">You can set up your preferences using the:</a></div>
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                  <span style="color: Gray;">■</span>
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                <div class="bb_Bulleted_inner"><span class="w_Widgets"><a name="1091778">Customise Easy Setup Assistant</a></span>. This assistant guides you through setting up some key preferences. To access the assistant, go to the <span class="w_Widgets">Setup</span> menu, choose <span class="w_Widgets">Easy Setup </span><span class="w_Widgets">Assistant</span> and then click <span class="w_Widgets">Customise</span>.</div>
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                <div class="bb_Bulleted_inner"><span class="w_Widgets"><a name="1091779">Preferences</a></span> window. This window lists all of the preferences. To view this window, go to the <span class="w_Widgets">Setup</span> menu and choose <span class="w_Widgets">Preferences</span>.</div>
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        <div class="b_Body"><a name="1091780">Some preferences you should consider choosing include:</a></div>
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                <div class="bb_Bulleted_inner"><span class="w_Widgets"><a name="1091782">Use Audit Trail Tracking</a></span>&nbsp; If you want to keep a record of transactional, payroll, tax, account and system changes, select this option. This is useful if more than one person will be entering transactions into your file. For more information about audit trail tracking, see <span class="l_Link"><a href="financialcontrol.20.15.htm#1093142">Auditing your records</a></span>.</div>
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                <div class="bb_Bulleted_inner"><span class="w_Widgets"><a name="1091787">Transactions CAN’T be Changed; They Must be </a></span><span class="w_Widgets">Reversed</span>&nbsp; If you don’t want to allow users to edit or delete transactions, select this option. If they want to change or delete a transaction, they will need to do so by recording a reversal transaction. For more information, see <span class="l_Link"><a href="transactions.17.6.htm#1087392">Reversing a transaction</a></span>.</div>
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        <div class="href_ReferenceBlockHeading"><a name="1115799">Related Topics</a></div>
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                <div class="bbi_BulletedIndented_inner"><span class="l_Link"><a href="companyfile.4.9.htm#1091797" name="1115803">Set a password for the Administrator user ID</a></span></div>
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