What this article covers
The General tab in Setup → Admin: your organisation's name and logo, and the default Reporting settings for your organisation, such as the currency format, the default calendar, the last month of actuals, and the fiscal year start.
Where do I find these settings?
Go to Setup → Admin and open the General tab. After changing a setting, click Save changes at the bottom of the page.
How do I set my organisation name and logo?
Under Your Organisation:
Organisation Name: the name of your organisation in Finstack.
Organisation Logo: click Upload file to add your logo. The logo is displayed in the menu.
Which Reporting settings can I configure?
Under Reporting settings for the organisation:
Currency amount shown in: the format in which amounts are shown: absolute numbers, thousands, or millions.
Default selected calendar: the default calendar setting in the app, for example Year to date (YTD) or LTM.
Default selected period: the period selected when opening Reporting, for example Month.
Actuals up to & including: the last month of actuals shown in Reporting. See the next section.
Custom setting Actuals up to & including: the fixed month that applies when Actuals up to & including is set to Custom setting.
Fiscal year start: the month in which your fiscal year starts.
Default selected structure: the structure selected when opening Reporting, for example Management report. See Structure.
Default selected scenario: the scenario selected when opening Reporting, for example Actuals. See Forecast.
These settings apply to your full team. The default selections are what Reporting opens with. While working in Reporting, you can still adjust the view with the calendar and the Filter. See Working with Reporting.
How does Actuals up to & including work?
This setting defines the last month of actuals shown in Reporting. Actuals after that month are not shown.
Choose one of three options:
Previous month: actuals are shown up to and including the previous month.
Current month: actuals are shown up to and including the current month.
Custom setting: actuals are shown up to and including a fixed month. Select that month in Custom setting Actuals up to & including, the field directly below. This field is only used when Custom setting is selected.
FAQ
Why don't I see data for the most recent month in Reporting?
Check Actuals up to & including:
Set to Previous month: the current month is not shown.
Set to Custom setting: actuals after the month selected in Custom setting Actuals up to & including are not shown. Select a later month, or switch to Current month.
If the setting is correct, check whether the data has been imported. See Sources overview and the FAQ Why is my report empty? in Working with Reporting.
Where do I set the last closed month?
Use Actuals up to & including. It defines the last month of actuals shown in Reporting. For example, set it to Previous month to leave the current month out of Reporting.
Do these settings apply to my whole team?
Yes. The settings on this tab apply to your full team.
Where do I find the cost center settings?
Not on the General tab. Cost centers have their own tab in Setup → Admin → Cost Centers. See Cost centers and Cost center groups.