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Base de Conhecimento
Closing & Consolidation
(45)
Analysis of Expenses
Blocking of Fiscal Years
Bulk Actions
Chart of Accounts
Configuring Comparative Dashboard
Consolidation scenario
Creating a document or presentation
Creating a Matrix Budget
Creating Assumptions
Creating Categories
Creating Scenarios
Detailed CTA
Editing an Assumption
Eliminations
Expand and retract all the structures
Exploratory Notes
Export to XLS
Filter
Formulas Modal (Financial Modeling)
Formulas Modal (Management Adjustments)
Global variables
Graphic Representation
Inserting content (texts, graphs, tables, images, and .pdf files)
Introduction to Consolidation
Introduction to Financial Modeling
Introduction to Financial Statements
Introduction to Management Structures
Introduction to the Comparative Dashboard
Introduction to Upload Information
Management Adjustments
Management Information Formulas
Managing Records
Managing trial balances
Merging accounts
Modeling Table (Assumptions)
Operation tables
Preferences
Statement of Added Value – SAV
Statement of Changes in Net Assets – SCNA
Subcategories
Tabs
Totalizers
Types of totalization
Uploading Trial Balances
Vertical and Horizontal Analyses
Comparative Panel
(4)
Configuring Comparative Dashboard
Expand and retract all the structures
Introduction to the Comparative Dashboard
Types of totalization
Consolidation
(4)
Consolidation scenario
Eliminations
Expand and retract all the structures
Introduction to Consolidation
Dashboards
(5)
Creating content for the Dashboards from the Financial Statement
Formulas Modal (Dashboards)
Inserting at Graph into a Dashboard
Introduction to the Dashboards
Managing Graphs (My graphs)
Financial Modeling
(13)
Bulk Actions
Creating a Matrix Budget
Creating Assumptions
Creating Categories
Creating Scenarios
Editing an Assumption
Formulas Modal (Financial Modeling)
Introduction to Financial Modeling
Modeling Table (Assumptions)
Preferences
Subcategories
Tabs
Totalizers
Financial Statements
(3)
Export to XLS
Statement of Added Value – SAV
Statement of Changes in Net Assets – SCNA
Forecast
(2)
Creating Scenarios
Expand and retract all the structures
Login & Settings
(12)
Access Management
Creating a Company
Editing a Company
Editing an Economic Group
Enabling Access to Accountfy Support
Exclusion of confidential information of an Economic Group
How to log into the platform
How to logout safely from the platform
Inversion of the Liabilities Sign
Notifications
Recovering the access password
User Preferences
Management Structures
(2)
Importing management structures
Managing an Added structure
Mobile App
(5)
Comparative panel (mobile)
Login (mobile)
My groups (mobile)
Notifications (mobile)
User’s preferences (mobile)
Reports
(5)
Creating a document or presentation
Exploratory Notes
Global variables
Inserting content (texts, graphs, tables, images, and .pdf files)
Operation tables
Uploading Information
(8)
Chart of Accounts
Import via integrations
Integration with applications - QuickBooks
Introduction to Upload Information
Managing Records
Managing trial balances
Merging accounts
Uploading Trial Balances
Últimos tópicos
Formulas Modal (Dashboards)
Formulas Modal (Financial Modeling)
Formulas Modal (Management Adjustments)
Good practices for importing files
Creating a Matrix Budget
Enabling Access to Accountfy Support
18 de April de 2021
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How to log into the platform
18 de April de 2021
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Recovering the access password
18 de April de 2021
No Comments
User Preferences
18 de April de 2021
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Notifications
18 de April de 2021
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How to logout safely from the platform
18 de April de 2021
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Editing an Economic Group
18 de April de 2021
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Inversion of the Liabilities Sign
18 de April de 2021
No Comments
Access Management
18 de April de 2021
No Comments
Creating a Company
18 de April de 2021
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