Setup & Configuration

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.

• Dimensions and Dimension Values — tags for your transactions: department, class, location, or anything you define. Tag as you post, then slice reports by any of them. This is how you get department-level P&L without running a second system.

• 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
Dimensions / Dimension Values	Reporting tags for every transaction
Fiscal Calendars	Your year, divided into periods
Currencies / FX Rates	Multi-currency masters and rates
Items	What you sell — defaults for invoice lines
Projects	Work grouped for tracking
Org Finance Config	Organization-wide finance settings
Numbering	Document number sequences and formats