Title here
Summary here
FI Bases
FI Bases hold foundational finance records used when configuring a company for accounting activity. They should be reviewed before transaction-heavy areas such as cash management, direct entries, partner transactions, and statements are used.
Screenshot: FI Bases list view
Fields
| Field | Meaning |
|---|---|
| Code | The short identifier used to recognise the FI base in setup and reporting contexts. |
| Name | The display name shown to finance users. |
| Company | The company or entity the finance base belongs to. |
| Currency | The default or reporting currency associated with the base. |
| Status | Indicates whether the base is active and available for use. |
HowTo
- Open Finance.
- Select Setup.
- Open FI Bases.
- Use the list filters to find an existing base.
- Create or update the record, then save it before configuring dependent finance settings.
Screenshot: FI Base create or edit form