| Organization Info | Edit the name, address and charitable number of your organization, etc. For more information see Editing General Info. |
| Main Window Options | Edit the names for the three customizable fields on the Donor Details area, plus options for Limited Users if you choose to use a Limited User password as well as a normal Program Entry password. For more information see Editing Main Window Options. |
| Receipt Options | Specify various options for the print format of the charitable receipts, including whether you want Bilingual (French/English) receipts, French-only receipts, U.S. receipts or ones for Australia or other countries. For more information see Editing Receipt Options. |
| Donation Categories | Allows you to enter various categories for donations. |
Donor Category 1 and
| Donor Category 2 | Allows you to edit one of two possible distinct lists of categories for donors. |
| Change Year | Submenu, used to change the year of the data you are working on to the Previous Year or the Next Year. If there is no data for that year you are changing to so far, you are given an option to copy donors and categories from the current year to the new year. See details under Year End Procedures. |
Change Password à
Program Entry
| Password | Set or change the password used to get into the program. You can remove the password by leaving the New Password fields completely empty. |
Change Password à
Limited User
| Password | Set or change the password used by Limited Users to get into the program. For more details on Limited Users, see Using a Limited User Password. |
Change Password à
| Receipt Password | Set or change the password required before you can generate receipts. |
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