The Configuration tab

The Configuration tab provides you with additional settings.

These sections are presented:

• General Settings: View the system currency in use for the application and control the level of detail on the allocation lines that the application creates.
• Main Report Configuration: Configure settings for the main Financial Management report that appears on the CIO Dashboard .
• Advanced Actions: Revert allocations for expenses or delete allocation lines.

• Configure general settings
  Configure the level of detail for allocation lines on the Configuration tab of the workbench.
• Configure main report settings
  Configure settings for your main financial report, including which cost models and fiscal periods are represented.
• Delete allocation lines
  On the Configuration tab of the workbench, you can delete the allocation lines for any fiscal period if you no longer need this data, or if you need to make changes to segments or fiscal periods that are already associated with allocation lines.

Related concepts

• The Data Definition stage
• The Data Cleansing stage
• The Bucketing stage
• Allocation Setup stage
• The Allocation Review stage
• The Cost Models tab

Related reference

• Missing money logs factoring tips