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You can set system-level defaults for financial classes, cost and rate matrices, and other financial settings. They help simplify the financial setup where most investments follow the same financial setup.
Set up the following financial information before setting system-level financial defaults:
Setting up system-level defaults is not required to process financial transactions.
You can override these defaults at the entity level or investment-level. Investment-level defaults take precedence over system or entity level defaults. If defaults are not set at any level, enter them if necessary when processing transactions or creating new investments.
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