Setup
Learn all about the Setup pages in Finstack
11 articles
ForecastConfigure and populate a forecast that you can use elsewhere in reporting.
KPIsConfigure and populate KPIs that you can use elsewhere in Reporting.
MappingAssign the chart of accounts to the structure of the P&L, Balance sheet and Cash flow statement. We call this ‘mapping’.
Cost centersCategorise transactions differently based on cost centers.
StructureConfigure your reporting structures.
AdminConfigure organisation-wide settings.
AccountConfigure your account settings.
Sources
Learn all about Sources in Finstack
SourcesOn this page, you can maintain the connections to Finstack.
Entity hierarchyConfigure the hierarchy of entities within your organisation.
Entity GroupsConfigure groups of entities (Subconsolidation).
Microsoft Dynamics 365 Business CentralHow to connect MS Dynamics 365 to Finstack