Page Comparison

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1. Log into your LogiSense Billing application

2. Click on the Setup menu and then click on User & Accounts

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3. Click on Owners and the screen below will appear from which default owner settings can be configured for financial settings

   

4. Click on the Fiscal Year Starting Month field to specify when the fiscal year will start for this owner (the fiscal year factors into reporting and revenue recognition)

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5. In this example the fiscal year has been set to February. It will display in orange to indicate that unsaved changes have been made

   

6. Click Save to commit the changes and set the owners fiscal year to start in FebruraryFebruary

Adding Currencies

1. Load the Owners screen

2. Under Financial Settings section under the Currencies tab click into the Currency field to select currencies to add to the owner

   

3. Select a currency e.g. Australian Dollar and then click the + Add button

   

4. The Australian Dollar will now appear as an unsaved change in the owner’s list of currencies

   

5. Click Save at bottom of screen, following prompt will appear alerting you that other entities may require updates

   

6. Click Yes to accept the change

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