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home/Knowledge Base/Community/How to configure the financial settings

How to configure the financial settings

9 views 0 30 januari 2019 Updated on 31 January 2019 jbrouckaert

If you have the community role, you can configure the financial settings for your community.

  • Go to the Community menu. This is visible on the left menu bar (the community menu option displays the name that you have given to the community).
  • Browse to the tab “Financials”.
  • Enter the financial settings according to your wishes.
  • When done, click the button “Apply changes” on the left top of the screen.

Note: If you change the financial settings when projects have been created already, be aware that the financial calculations will be recalculated with the new settings.

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  • How to configure the financial settings
  • How to configure project statuses
  • How to configure resources
  • How to configure documentation types
  • How to remove access for an existing user
  • How to change the responsibility for an existing user
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