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Setting up accounting functions

Updated on March 4, 2022

This chapter describes the accounting elements installed with Smart Investigate for Payments that you are most likely to change and personalize during the initial product deployment.

The topics covered in this chapter include:

  • Setting up account types
  • Setting up internal accounts
  • Setting up the chart of accounts
  • Setting up payment type rules
  • Setting up accounting step rules
  • Setting up accounting verification levels
  • Setting up accounting cutoff
  • Setting up accounting documents and advices
  • Setting up account number validations
Pega Smart Investigate for Payments Implementation Guide

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