Setup
Learn all about the Setup pages in Finstack
26 articles
- ForecastConfigure forecast scenarios and populate them — via the Excel Add-in, Google Sheets, or directly in Finstack — for use elsewhere in Reporting.
- StructureConfigure the reporting structures of your Profit & Loss, Balance Sheet, and Cash Flow Statement — and add formulas and KPIs to the same view.
- MappingAssign the chart of accounts (GLAs) to your reporting structure, so transactions land in the right line of the Profit & Loss, Balance Sheet, and Cash Flow Statement.
- KPIsConfigure and populate KPIs for use in Reporting and Dashboards.
- Cost centersCategorise transactions differently based on cost centers.
- AccountConfigure your personal account settings — profile, password, and two-factor authentication.
Sources
Learn all about Sources in Finstack
- Sources overviewHow to connect Finstack to your accounting software, and how data syncs work.
- Entity hierarchy & Non-controlling interestConfigure the hierarchy of entities within your organisation and configure non-controlling interest (NCI)
- Entity GroupsConfigure groups of entities (Subconsolidation).
- PayrollConnecting to your payroll software
- Microsoft Dynamics 365 Business CentralHow to connect Microsoft Dynamics 365 Business Central to Finstack.
- Exact OnlineHow to connect Exact Online to Finstack, manage which companies sync, and handle permissions.
- TwinfieldHow to connect Twinfield to Finstack, configure the depreciation regime, and handle Twinfield's special periods.
- AFASHow to connect AFAS to Finstack
- OdooHow to connect Odoo to Finstack.
- YukiHow to connect Yuki to Finstack
- PennylaneHow to connect Pennylane to Finstack
- Uploading ERP data via Excel or CSVHow to bring actuals into Finstack from an Excel or CSV file when your ERP doesn't have a direct integration.
Admin
Learn all about the Admin configuration.
- GeneralConfigure organisation-wide settings.
- TeamManage team members, their roles, and their access to entities.
- Intercompany relationsDefine which relations are internal.
- Year-end accountsExclude manual year-end result bookings from Reporting and Mapping.
- Debtors & creditorsDefine which GLAs are used for debtors and creditors.
- CashDefine with GLAs are used for bank accounts.
- MulticurrencyConfigure currency translation in Finstack — and understand how multi-currency effects show up in your reports.
- Cost center groupsOrganise cost centers.