About Financial Configurations

The 'Financial Configurations' tab is where you can view, create, and assign financial configurations across your Org. Access 'Financial Configurations' by clicking the corresponding tab in the header.

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, click its name > Click Delete > A confirmation window will appear > Click Delete.

Note: Configurations cannot be recovered once deleted. Active configurations cannot be deleted.

Was this article helpful?
0 out of 0 found this helpful