Financials
- Introduction to Financials
- Introduction to Group reporting
- Report tables: Find invoice images and voucher attachments
- Chart of Accounts: Manage long account numbers
- Report tables: Show accounting vouchers
- Group Tree: Customizing Structure and Appearance
Accounting files
- Upload or delete accounting files
- How do I upload accounting data from integrations?
- Upload accounting to the subsidiary using Excel
- Import demo data
- Troubleshooting integration with accounting systems
- How do I get reminded to upload accounting files?
Integration
- Which integrations can be used in Boardeaser?
- How do I activate the Fortnox integration?
- How do I activate the Kleer integration?
- How do I activate the Bjorn Lunden integration?
- How do I activate Vitec integration?
- How do I activate Visma eAccounting integration?
Reports
- Introduction Reporting
- Reports - Find, create, edit, elements, delete reports
- Elements in Reports and Dashboards
- Reports overview
- Create a report
- Dashboards: Create and edit custom views
Formulas and functions
- Introduction to Formulas
- Advanced
- Functions in formulas
- How do I use functions in formulas?
- How to create a variable?
- How is Adjusted Equity calculated?
Graphs
- Graphs - Create, edit and delete
- How do I insert budget into a graph?
- Example of graph - Change in an account
- How do I insert a KPI/Key figure into a graph?
- How do I edit a graph?
- How do I select the y-axis setting in a graph?
Report-table
- How to create a report table?
- How do I edit an existing table and save it as my own?
- What is a row template?
- How to create a table from a row template?
- How do I put business areas/cost centers in a table?
- How do I put my budget/forecast in a table?
Budget
- Introduction to Budget and Forecast
- Budget/Forecast - Create, Edit and Delete
- Troubleshooting Budget and Forecast
- Extend the year on a budget
- How do I create a forecast in Boardeaser?
- How do I enter a budget from my budget template?