Introduction to Administrator's Tasks

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Introduction to Administrator's Tasks

Administrator's user guidance contains instructions for the Clausion Financial Performance Management administrative functions.

Instructions for the following items are covered in this document:

•unit management

•system parameters, such as:

oenvironment parameters

oglobal parameters

•periodizing patterns

•user and user rights management

•user interface and template management

•account and account group management

•currencies

•environment management, such as:

odatabase management

odimensions

oautomatic calculations

oyears and periods

odata types

odocument series

•data calculations and transfers, such as:

oinput template calculation (ITC)

ointernal data transfer (IDT)

otransfers form other applications

•Clausion Dynamic Reporting for FPM

Currently, the following features are available only in the Clausion FPM Desktop Client:

•Admin user's system management views, for example, account management, unit management, counter entry rules, currency rates

•Periodizing based on selected values on input templates

•Some options when opening a template, for example, filtering by extra field

•Options for viewing drill-down data

•Images and graphics on templates