Setup
Learn all about the Setup pages in Finstack
23 articles
ForecastConfigure and populate a forecast that you can use elsewhere in reporting.
StructureConfigure your reporting structures.
MappingAssign the chart of accounts to the structure of the P&L, Balance sheet and Cash flow statement. We call this ‘mapping’.
KPIsConfigure and populate KPIs that you can use elsewhere in Reporting.
Cost centersCategorise transactions differently based on cost centers.
AccountConfigure your account settings.
Sources
Learn all about Sources in Finstack
Sources overviewOn this page, you can maintain the connections to Finstack.
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 MS Dynamics 365 to Finstack
AFASHow to connect AFAS to Finstack
OdooHow to connect Odoo to Finstack
YukiHow to connect Yuki to Finstack
PennylaneHow to connect Pennylane to Finstack
Excel & CSV uploadsHow to upload a static file to Finstack
Admin
Learn all about the Admin configuration.
GeneralConfigure organisation-wide settings.
TeamManage team members and their access
Intercompany relationsDefine which relations are internal.
Debtors & creditorsDefine which GLAs are used for debtors and creditors.
CashDefine with GLAs are used for bank accounts.
MulticurrencyDefine how to translate between foreign currencies.
Cost center groupsOrganise cost centers.