Setting Up Financials

Before project financials can be captured and reported accurately, key financial settings must be configured at the organisation level. These settings...

The fiscal year is a 12-month period used for accounting, budgeting, and financial reporting. It defines how financial data is structured and report...

Fluid supports multi-currencies, allowing financial data to be recorded in various currencies while reporting in a default currency. This flexibility ...

Expense Categories and Expense Types are used to manage and track project costs. They must be set up before forecasts and actuals can be recorded. Exp...