Get Started Steps
      Back to home
      1. Knowledge Base
      2. Getting Started
      3. Get Started Steps

      Step 2: Configure Policies

      These settings are available for users with the Administrator Role.

      • Enable Firm Access to my Account: When selected, you agree to allow the CPA firm to access accounts you have established as part of your relationship (enabled by default).

      • Require Lease Term Guidance Wizard for every Lease: When selected, each lease will require users to consider termination clauses and renewal terms by working through the Wizard.

      • Require Classification Wizard for every Lease: When selected, each lease will require users to consider the five classification criteria by working through the Wizard. (Does not apply to GASB)

      • Require Review + Approval for every new Lease Created: When selected, each lease entered will require approval by another user. (Read Only Users can approve leases.)

      • Lease Accounting Policy Documents: Download the appropriate template, identify your policy decisions, and upload the completed version. LeaseCrunch users with any role can view the policy election document.