Editing or Viewing a Profile

Administrative data are a part of a company’s profile, containing name, address, and telephone numbers. You will usually enter this information once, when you first create the profile. You can change the administrative data when you need to. Depending on the permissions assigned to your role, you may edit rates, rules, taxes, and other information in the profile.

Changes you make in a profile apply to newly created workfiles when you select the updated profile. Existing workfiles where the profile was previously selected are not changed.

To edit an existing profile

1. Select Configure , and then select Profiles from the menu bar.
2. Click on the profile, and then select Edit from the mini-toolbar.
3. Edit the appropriate information.
4. Select Save or Save and Close from the toolbar.

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