Settings

Organization

Organization Details

General Configuration

General Fields Metadata Reports Budgets Aging Reports

Accounting

Chart of Accounts Cash Reconciliation Accounts Receivable Invoices Collections Accounts Payable Close Management Intercompany Country Tax Codes

Integrations & API

Integrations Banks API Access OAuth Clients Connected Apps Webhooks External References Lumen Connect Data Migration Agent

Controls & Compliance

Members & Roles Approval Workflows Audit Log

Settings

General Configuration

Fields

Accounting dimensions on transactions and reports (Department, Location …).

Mandatory