Setup
Learn all about the Setup pages in Finstack
25 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 account settings.
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 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.
MulticurrencyConfigure currency translation in Finstack — and understand how multi-currency effects show up in your reports.
Cost center groupsOrganise cost centers.