Use the System Financial Settings editor to control posting date settings, bulk payment batch numbers, and internal patient transfers.
Home ribbon bar > 
Editors > Financial > System Financial Settings. (You can also search for the editor you want to work with.)
Click Editors from the home ribbon bar.
Select Financial in the list at the left and choose the System Financial Settings option.
These settings apply to all Edge operators.
Earliest posting date - (Optional.) Choose the earliest date that a user can enter as the Edge posting date, or click Clear to remove the date restriction. (Note that you can also restrict users from changing the posting date at all, and limit them from changing a transaction's posting date to a date within the current month only by limiting access to the Change Posting Date and Change Posting Date Outside Current Month options in the Office Financial section of in your Security editor. See "Set Up Security Access" for details.)
Bulk payment batch number - Enable this option if you want to be able to enter a batch number for tracking bulk payments. See "Post Bulk Payments" for details.
Changing the patient's office option - Enable this option if you want to apply any future contract charges to the new office when you change the office assignment of a patient record. Otherwise, the patient's contract charges will continue to be credited toward the original office. Note that this option takes effect only when you change the office assignment in the Patient Information Panel of an Edge patient record; simply scheduling a patient appointment with a different office does not affect the assignment of contract charges.
Changing the patient's orthodontist option - Enable this option if you want to apply any future contract charges to the new doctor when you change the orthodontist assignment of a patient record. Otherwise, the patient's contract charges will continue to be credited toward the original orthodontist. Note that this option takes effect only when you change the orthodontist assignment in the Patient Information Panel of an Edge patient record; simply scheduling a patient appointment with a different doctor does not affect the assignment of contract charges.
Save Changes Click 
Save in your Quick Access toolbar or File ribbon bar (or press Ctrl+S on your keyboard) to save any changes you have made.
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