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Finance Settings

The Finance settings section allows Tenant Admins to manage key fiscal configurations, including the definition of fiscal periods and the rules governing document sequence numbering across the organization.

Menu ItemRole / PermissionVisibility / Conditions
Fiscal PeriodsTenant AdminHidden for System Admins.
Document NumberingTenant AdminHidden for System Admins.

:::tip TODO

  • Include screenshots of the fiscal period setup wizard.
  • Provide examples of common document numbering prefixes and rules. :::