tab to display the Settings Screen. This feature will allow you to set the maximum number of months a user can accept for settlement arrangements in accordance with your client directives.
Note: This is a Version 8 Feature. For information on obtaining this or any other feature, please contact the Sales Department
From the Client Account, click the tab to display the Settings Screen.
Click the 
button.
Under the Settlement Option Section, Enter the Maximum Settlement Months. Once entered, your staff will be unable to select settlement months greater than what is set here.
Click the 
button to save this setting.