The company settings page provides end users with the possibilities to change several company wide settings. Most common settings and their description can be found below:
Setting | Description |
homePage | This parameter is used to define the homepage of the environment. This page is the first page that will be displayed after the user sign in to Actuals. By default the reconciliation overview page is displayed. To set an alternative homepage provide the url path after https://app.actuals.io/main/ |
overviewOrder | This parameter is used inside the reconciliation overview page to define the order of matching packages. By default matching packages are ordered in sequence they where created. |
columnDetails | This parameter is used inside the transaction overview page and transaction details page to define the order, visibility, width and name of the columns displayed. |
dashboards | This parameter is used in the insights page to define the dashboards that are available to the different roles. |
filterParameters | This parameter is used inside the search function for the transaction details page and transaction overview page to define which columns need to be included. By default this is only the “transactionid” property. This parameter also makes the set properties clickable on the transaction overview page. |
segmentingParameters | This parameter is used in the reconciliation overview page to define the properties on which the matching package results can be drilled down.
After adding a parameter, a matching package needs to run before the new segmenting parameter is visible. |
transactionsDefaultGrouping | This parameter defines the default grouping inside the transaction details page. By default transactions are grouped by source but it is possible to change this to ledgers. |