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In this example we will configure financial settings on an owner. We will set the financial year to start in February, add a new currency “Australian Dollar” and update the owner’s default currency to Australian dollars.
Note: the default currency cannot be modified after entities using currencies have been configured (e.g. packages).
For additional details on the fields presented on this screen see the Owner Configuration screen help guide.
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Log into your LogiSense Billing application
Click on the Setup menu and then click on User & Accounts
Click on Owners and the screen below will appear from which default owner settings can be configured for financial settings
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)
In this example the fiscal year has been set to February. It will display in orange to indicate that unsaved changes have been made
Click Save to commit the changes and set the owners fiscal year to start in February
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Load the Owners screen
Under Financial Settings section under the Currencies tab click into the Currency field to select currencies to add to the owner
Select a currency e.g. Australian Dollar and then click the + Add button
The Australian Dollar will now appear as an unsaved change in the owner’s list of currencies
Click Save at the bottom of screen and the following prompt will appear alerting you that other entities may require updates
Click Yes to accept the change
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Load the Owners screen
Under Financial Settings section under the Currencies tab locate the currency you wish to edit
To edit the currency, click on edit icon (
) next to the currency and the Edit Currency modal will load. From here you can modify the currency as needed. For example, the Australian Dollar can be made to be the ‘Default’ currency for the owner as shown in the image below
After you have finished making changes click on Update and then Save to commit the changes to the currency
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