The majority of the technical section will have been completed as part of your company set up and installation but there are a few areas that will need to be completed after initial set up.
Ability to add or modify the Editable value lists.
Company Fact find defaults - please refer to the set up manual for full details on setting up your fact find defaults.
Remunerations – Here you will set the company defaults for how remunerations are handled. Please refer to the set up manual for full details on remuneration settings.