Rock U - Finances - Financial Settings

Transcribed Video Content

Okay. So let's look at some of the financial settings within Rock. Some of the things that you might want to take a look at, maybe not to change right away but just to know that they exist, for future knowledge. Now, all of these settings are really under admin tools, general settings, defined types. And underneath defined types, there's a series of defined types and defined with defined values that set up a lot of the financial settings. So the first thing you probably wanna do is go up to the top and set your filters to be financial. And then underneath that, you'll see lots of different things different account types which is kind of a categorization for accounts, different credit card types, different currency types, different refund reasons. I think you'll find that the ones that we provide will get you most of what you want. But if you need to add another refund reason, go ahead and just add it in there and every place that we have a list refund reasons, you'll see it there. So just, I think the purpose of this is just just look at that, go in there and see what you can configure. Not to maybe configure it right now, not to change it, but just to understand that it can be changed and that if it makes sense for you in the future that you can go ahead and come in here and add new settings that you desire.