About Financial Configurations

The Financial Configurations tab is where you can view, create, and assign financial configurations across your Org. Access Financial Configurations by searching for it within the App Finder. Alternatively, you can click on the corresponding tab on the Financial Summaries Setup page.


The Financial Configurations table displays all of the configurations for your Org, both active and inactive. From here, you can create, view, clone and assign your configurations.

Change how the configurations are sorted by clicking the fields at the top of the table.

Configurations can also be deleted. To delete a financial configuration:

  1. Click its name.
  2. Click Delete.
    • A confirmation window will appear.
  3. Click Delete.
Configurations cannot be recovered once deleted. Active configurations cannot be deleted.

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