Configuration

Funancial SMART allows you to manage the configuration settings of various elements including: 

  • Your Personal Account Configuration
  • Connected Company Settings
  • Connected Companies
  • Authorized Users

My Account Configuration

Manage your user settings by accessing the My Account area from the upper right of the product area. 

Company Settings 

Manage company level settings from the navigation bar on the left from

  • Configuration > Company Settings
In this area, you are able to configure various parameters which allow us to provide you with improved and even more relevant recommendations which will help you make better decisions. These settings include: 
  • General Settings such as company name Alias, Type of Business, and Size of employees working in it
  • Operational Parameters covering 
    • When the business pays taxes
    • What are its tolerance levels to payment by Debtors
    • What are its tolerance levels to pay Suppliers
  • The configuration of the various product lines the company sells
  • Configuration & allocation of accounts to an Account Purpose for the optimized understanding of the financial data. 


Other Settings

You can configure which users are authorized to access your organizations, or which companies to connect to from: 

  • Configuration > Users
  • Configuration > Connected Companies