Settings

The Settings module allows you to configure your Iziago environment, making you able to manage transactions. Its menu consists of:
 

  • General settings, to manage:
    • Companies, accounts, banks and shareholders (essential to create transactions)
    • Exchange rates, to use currency conversion on balances
    • Non-working days calendars, to forecast your bank constraints on payment deadlines
    • Module settings, to customise modules' interfaces
    • Groups of accounts, to access the features of your group's structure
  • Treasury codification, to manage:
    • Budgetary and transaction codes, to tag the different transactions. It gives you access to advanced reports on your inflows and outflows
    • Value date banking term profiles, to forecast your bank constraints on payment deadlines

This module only requires a valid Iziago's account. It is one of the basic modules with Home, Subscription and Users and rights.

Rights

  • Displaying objects in the Settings module requires the appropriate Display rights defined by the administrator
  • Creating and editing objects in the Settings module require the appropriate Create, Modifiy & Delete rights defined by the administrator