Common Settings

Welcome to the Common Settings documentation page!

This section covers shared settings across all our modules: Capex Strategy, Capex Management, and Capital Budgeting. Understanding these settings will help you consistently configure and manage your environment across the entire platform.

Whether you're setting up the application's terminology, managing the currencies and FX rates, or defining templates, this is the place to start! Each setting has a dedicated subpage that breaks down its use and configuration in detail, so you can be sure everything works smoothly across the board.

What you'll find here:

  • Category Groups: Organize and manage expenditure category groups for better reporting and classification (currently only used in Capex Management).

  • Attachments: Guidelines for managing file uploads and attachments.

  • Asynchronous Tasks (Asyn Tasks): Learn how to monitor background processes.

  • Currencies, Countries & FX Rates: Set up global currencies, countries, and exchange rates.

  • Document Template: Create and manage templates for consistent document generation.

  • Help Tooltip: Add helpful tooltips throughout your applications for better user guidance.

  • Integrations: Configure third-party integrations to enhance your workflows.

  • Terminology: Define and manage common terms for consistent language across the platform.

Feel free to explore each subpage for step-by-step instructions and details!