Click Administration Now click Company Profile Click the Features tab Scroll to the bottom of the screen to locate, Restrict claim to cash or credit card source items only Click No to change to Yes Click Save to keep your changes.
Settings
How to lock a user’s account
Click Administration in the main menu Now click User Click on the name of the user account that you want lock Scroll down the screen And now click the Locked button to change it from No to Yes Click Save to keep the changes.
How to set proxy access
Click Administration in the main menu Now click User Click on the name of the user that you want to have proxy access to Now select the Proxy tab Click Add to add the user that’s to have proxy access to the selected account If you have multiple companies, select the company that the […]
How to reset a password
Click Administration in the main menu Now click User Click on the name of the user that you want to reset the password for Click the Reset Password button A message confirming that the password has been changed, and the user notified, will be shown at the top of the screen Click Save to […]
How to change your password
[spacer height=”40px”] Go to your Account Details in the top, right corner Click My Settings Click the Password tab Type in the Old Password Type in the New Password Type in the New Password again Click Save to keep the changes.