Set up how reporting and follow-up of the finances should work in your organization.
If you want to change the settings in several organizations that you are a part of, you need to make the changes in each organization.
Customize scaling of financial objects
Customize how the economy should be scaled in tables/graphs by default.
Choose between:
- Handle automatically
- Do not scale
- Thousand
- Million
- Billion
Currency
Set which currency to use.
Country code
Set the country code to be used.
Estimated turnover
Set estimated revenue for the organization. Choose between the options:
- < 3 MSEK
- < 5 MSEK
- < 40 MSEK
- < 100 MSEK
- < 500 MSEK
- > 500 MSEK
Day of the month for requesting an updated accounting file
Choose the day of the month when Boardeaser will remind your financial manager(s) that the board needs an updated accounting file.
Automatically generate report from template
Distribute generated report to
Choose which group of people should have the report distributed to them
Standard graph via API
Choose which graph should be default for your organization via the API
Find Organization Settings for Financials
You can read more about how to find the organization settings for financials in the Administer Organization guide under the Financials section.