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Configuration

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Overview

• Budget Codes: Configure budget codes for financial tracking
• GL Accounts: Configure general ledger accounts
• Settings: General organization settings
• API Access: API keys and integration settings

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Budget Codes

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Managing Budget Codes

1. Navigate to Govern → Configuration → Budget Codes
2. Create budget codes
3. Assign codes to products, locations, or transactions
4. Use codes for financial reporting

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Budget Code Structure

• Code: Budget code identifier
• Name: Budget code name
• Description: Budget code description
• Category: Budget code category

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GL Accounts

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Managing GL Accounts

1. Navigate to Govern → Configuration → GL Accounts
2. Create GL accounts
3. Map accounts to transactions
4. Use accounts for financial reporting

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GL Account Structure

• Account Number: GL account number
• Account Name: GL account name
• Account Type: Account type (asset, liability, equity, revenue, expense)
• Parent Account: Parent account (for hierarchy)

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Settings

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Organization Settings

1. Navigate to Govern → Configuration → Settings
2. Configure organization information
3. Set up preferences
4. Configure defaults

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Settings Categories

• General: General organization settings
• Inventory: Inventory-related settings
• Financial: Financial settings
• Integration: Integration settings

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API Access

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Managing API Keys

1. Navigate to Govern → Configuration → API Access
2. Create API keys
3. Configure key permissions
4. Manage key lifecycle

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API Key Permissions

• Read: Read-only access
• Write: Write access
• Admin: Administrative access
• Custom: Custom permissions

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Related Pages

• Configuration Map
• Customization Model
• API Reference

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Permissions & Roles