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Introduction to Administrator's Tasks

Administrator's user guidance contains instructions for the Clausion administrative functions.

Instructions for the following items are covered in this document:

  • unit management

  • system parameters, such as:

    • environment parameters

    • global parameters

  • periodizing patterns

  • user and user rights management

  • user interface and template management

  • account and account group management

  • currencies

  • environment management, such as:

    • database management

    • dimensions

    • automatic calculations

    • years and periods

    • data types

    • document series

  • data calculations and transfers, such as:

    • input template calculation (ITC)

    • internal data transfer (IDT)

    • transfers form other applications

  • Clausion Dynamic Reporting

Currently, the following features are available only in the Clausion Desktop Client:

  • Admin user's system management views, for example, account management, unit management, counter entry rules, currency rates

  • Some options when opening a template, for example, filtering by extra field

Currently, the following features work differently in Clausion Desktop Client and Clausion Web Client:

  • Periodizing based on selected values on input templates

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