Finance setup contains the master configuration used by accounting, cash management, partner transactions, and reporting. Review these pages before live transaction processing begins.

Finance setup dashboard

Concepts

Concept	Meaning
FI bases	Finance base records used to define company-level accounting foundations.
Centres	Organisational or responsibility centres used for transaction classification and reporting.
Fin Config	The detailed finance configuration for a company, including GL options, period controls, default accounts, and policy limits.
Payment processors	Processor definitions used when payment activity is routed through external or configured payment channels.

HowTo

1. Open Finance.
2. Select Setup.
3. Confirm that FI bases and centres are available for the company.
4. Open Fin Config and review currency, account, period, and policy settings.
5. Add or review payment processors where the company uses processor-based payment workflows.