• Disclaimer
• Introduction to Administrator's Tasks
  • About Clausion FPM User Documentation
• Units
  • Overview of Dimensions and Units
  • Managing Units
  • Arranging Units in Hierarchy
  • Copying Existing Unit Hierarchies
  • Importing and Exporting Units
  • Viewing Unit and Data Type Connections
• System Parameters
  • Global Parameters
  • Environment Parameters
• Managing Periodizing Patterns
• Users and User Rights
  • Overview of User Groups, User Roles, User Rights, and Licences
  • Managing Users
  • Managing User Groups
  • Managing User Roles
  • Adding Users to User Groups
  • Assigning User Roles to User Groups and Users
  • Managing Unit Rights
  • Assigning Data Type Rights to User Roles
  • Period Locking for Roles
  • Managing Screen Reservations
• Input and Report Templates
  • Overview of Input and Report Template Management
  • Managing and Editing Templates
    • Managing Templates
    • Editing Templates
      • Editing XML Definitions
      • Editing Workbook
        • Number Format
        • Find
        • Name Manager
        • Managing Sheets in Workbooks
        • Adding Rows and Columns to Workbooks
        • Adding Formulas
  • Defining Simple Report Template
    • Workbook
      • Definition Columns, Data Columns, Area and ACCCODE Definitions
      • Row Sets
      • Language Translations
      • Formulas in Workbook
      • Locked and Unlocked Cells
    • XML File
      • Workbook, Sheet and Area Settings
      • Signs with Debit and Credit Figures
      • Definition Columns
      • Data Columns
  • Row Generation Templates
    • Static Row Generation
    • Combined Static and Dynamic Row Generation (Total of 2 Dimensions)
    • Dynamic Row Generation over Two Dimensions
    • Generating More than Two Dimensions on Rows
    • Generated Headers for Blocks of Rows
  • Input Templates
    • Differences in Input and Report Template
    • Periodizing Templates
    • Input Templates with Handling of Counter Units
  • Column Generation
  • Additional Features and Template Types
    • Multiple Areas on Sheet
    • Multiple Sheets on Template
    • Print Settings
    • Extra Field Selection Lists
    • Attaching External Excel Workbooks to Template
    • Other Template Types
  • Basic Input and Report Templates
    • Basic Input Templates
    • Basic Report Templates
    • Drill-Down Templates
    • Basics
    • Environment Management Templates
    • Data Calculations and Transfers
    • Example Templates
• User Interface Management
  • Overview of User Interface Management
  • Managing UI Blocks, Folders, and Tasks
    • Adding UI Blocks, Folders and Tasks
    • Moving and Deleting UI blocks, Folders and Tasks
    • Editing Task Parameters
    • Task Parameters of User Interface Tasks
      • XML File of the UI Task
      • Outlook Settings
      • Outlookparameters
      • Components
  • Creating User Interfaces for User Roles
    • Adding UI Blocks to User Roles
    • Modifying UI Blocks of a Role's User Interface
  • XBRL Template Management and Reporting
• Accounts
  • Overview of Accounts
  • Adding Accounts
  • Modifying Account Properties
  • Viewing Account and Data Type Connections
  • Comparing Account Hierarchies
  • Importing Account Data
    • Errors and Warnings
    • Example of Import File
  • Saving Accounts to File
  • Managing Account Groups
• Currencies
  • Adding Currencies
  • Managing Currency Tables
  • Setting Currency Rates
• Environment Management
  • Database Management
  • Dimensions
    • Adding Dimensions
    • Modifying Dimensions
    • Creating New Hierarchies
    • Allowing Input to Consolidation Units
  • Automatic Calculations
    • Automatic Entries to Internal Accounts Due to Document Series Dependencies
    • Automatic Counter Entries (ACE)
      • Automatic Counter Entry Management
    • Automatic Rate Difference Calculation (ARD)
      • Automatic Rate Difference Definitions
    • Automatic Calculated Accounts (ACA)
      • Automatic Calculated Account Definitions
    • Automatic Non-Controlling Interest Entries for Unit Level (NCI)
      • Automatic NCI Entry Definitions
    • Proportional Consolidation (PROC)
      • Proportional Consolidation Definitions
    • Elimination of Internal Margins in Inventories (INV)
      • Automatic Inventory Margin Entry Definitions
    • Automatic Reconciliation Entries (ARE)
  • Years and Periods
  • Data Types
  • Document Series
    • Document Series Dependencies
• Data Calculations and Transfers
  • Input Template Calculation (ITC)
  • Data Calculations on Server Side
  • Internal Data Transfer (IDT)
    • Overview of Internal Data Transfer
    • Running Internal Data Transfer
    • Monitoring IDT Status
    • Examples
    • Conversion Tables
  • Transferring Data from Other Applications
    • Executing SSIS Runs
    • Executing anyERP Runs
    • Data Uploader
• Clausion Dynamic Reporting for FPM
• External Applications