This module is in Early Access. It is available to organisations that have been granted it, and the interface described here may still change.

Setup & Configuration

The registers behind everything else — payment terms, dimensions, fiscal calendars, currencies and FX rates, items, projects, and document numbering.

Setup & Configuration holds the registers the rest of Finance leans on. Most were provisioned when Finance was activated; visit this area when you want to shape them to your business.

These screens live under Setup & Configuration in the Finance sidebar.

The Registers

Account Templates — the starter charts of accounts Horizon can apply. Your chart came from one of these.
Payment Terms — Net 15, Net 30, due-on-receipt: define them once, and customers, vendors, and documents pick them up as defaults.
Parties, Addresses and Contact Roles — the shared records behind customers and vendors.
Payment Instruments — how money moves in and out.
Fiscal Calendars — the shape of your year: when it starts and how it divides into periods.
Currencies and FX Rates — multi-currency is standard, not an add-on. Activate the currencies you transact in and keep the rate table current; foreign-currency documents convert at the rates you’ve set, and period-end FX revaluation keeps balances honest.
Items — what you sell, with default pricing and accounts, so invoice lines are picked, not retyped.
Projects — group work under projects to track effort and money against them.
Org Finance Config — organization-wide finance settings, in one place.
Numbering — the sequences behind invoices, receipts, payments, and journals. Numbering is automatic everywhere; this is where you control the format and the next number.

Tip

A practical setup order for day one: confirm your fiscal calendar, set your payment terms, add the currencies you actually use, and define one or two dimensions you’ll want in every report later — department is the usual first pick. Everything else can wait until a document needs it.

Screens in This Area

Screen	What it’s for
Account Templates	Starter charts of accounts
Payment Terms	Default terms for customers, vendors, documents
Parties / Addresses / Contact Roles	Shared records behind customers and vendors
Payment Instruments	How money moves in and out

Note

Dimensions are no longer set up here. They moved out of Finance into your platform settings, because the rest of Horizon tags with them too. The old Finance link redirects there. See Dimensions, entities and projects.