Administrator's Online Help

• Introduction to Administrator's Tasks
•  About Clausion User Documentation

•  Units
•    Managing Units
•   Arranging Units in Hierarchy
•   Copying Existing Unit Hierarchies
•      Importing and Exporting Units
•    Viewing Unit and Data Type Connections

•  System Parameters
•  Environment Parameters

• Managing Periodizing Patterns

•   Users and User Rights
•       Overview of User Groups, User Roles, User Rights, and Licences
•    Managing Users
•  Managing User Groups
•  Managing User Roles
•    Adding Users to User Groups

See all 11 articles

•  Input and Report Templates
•   Managing and Editing Templates
•  Defining Simple Report Template
•  Row Generation Templates
•  Input Templates
•       Column Generation

See all 8 articles

•  User Interface Management
•    Managing UI Blocks, Folders, and Tasks
•  Creating User Interfaces for User Roles
•   XBRL Template Management and Reporting

• Accounts
•     Overview of Accounts
•   Adding Accounts
• Removing Accounts and Account Hierarchies
•    Modifying Account Properties
•  Viewing Account and Data Type Connections

See all 10 articles

•   Currencies
•  Adding Currencies
•   Managing Currency Tables
•   Setting Currency Rates

•  Environment Management
•  Dimensions
•  Automatic Calculations
•   Years and Periods
•      Data Types
•  Document Series

See all 7 articles

• Data Calculations and Transfers
•     Data Calculations on Server Side
•   Internal Data Transfer (IDT)
•  Transferring Data from Other Applications

•    Clausion Dynamic Reporting
• Installing and Updating Clausion Dynamic Reporting
• Defining the Security Settings
• Setting Up Add-ins for Clausion DR Manually
• Possible Error Situations
• Installing ESEF Reporting Tool

See all 7 articles

•  External Applications