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→Configuration Menu
* [[Personal Settings]] – controls your specific settings such as [[Password|password]], language, date formats, editor preferences, [[Menu|menu]] layout and wireless access.
* [[Global Settings]] – controls the global configuration including; licensing, backup settings, visual settings, [[Custom Field|custom fields]], [[Workflows|workflows]], ledger codes and signup pages.
* [[Roles|Roles & Permissions]] – provides access to define [[User|user]] [[Role|roles]], account categories, manager permissions and notes permissions.
==Help Menu==