The Administration Settings page allows administrators to manage administration configuration, dashboards, filters, and financial settings. It replaces the former Company Settings page and organizes all settings into five tabs: General, Overview Page, Transactions Page, Insights Page, and Other & Custom.

General When ‘Periods Enabled’ is on Overview Page Transactions Page Insights Page Other & Custom Other Settings Custom Settings

General

Settings that apply across the entire administration.

Setting	Description
Periods Enabled	Turns financial period filters on or off. When off, period-based filtering is hidden throughout the administration, even if period data exists. This setting must be configured by an admin — contact your administrator if it has not yet been enabled for your account. When turned on, additional settings become available. See When Periods Enabled is on below.
Default Date Range	Defines the date range applied upon initial loading when Date mode is selected. Choose between Fixed Date (a specific start and end date) or Relative Date (a rolling range relative to today).
Administration Timezone	(Admin only) Timezone used when showing or interpreting processed times and related scheduling.
Home Page URL	(Admin only) Full URL users are sent to after sign-in (for example `https://app.actuals.io/overview`).
Company Logo URL	Public HTTPS URL to your organization's primary logo image (SVG or raster). This logo is shown in the header and any branding areas that reference this setting.
Partner Logo URL	Public HTTPS URL to a partner or co-brand logo image (SVG or raster). Used in areas of the UI that display both the company logo and a partner logo side by side.
Service Message	A short notice displayed in the header for all users in that administration. Useful for communicating maintenance windows or read-only mode. Leave blank to hide the message.
Overview Text	Optional text or light HTML displayed on the overview page.

When ‘Periods Enabled’ is on

Turning on the Periods Enabled setting makes two additional settings available.

Setting	Description
Default Filter Type	determines the mode the application loads in by default. Two options are available: • Date Mode — the Default Date Range is applied upon initial loading. • Financial Periods Mode — the Default Period Range is applied upon initial loading. When this mode is active, the date range is still saved and applied whenever a user switches back to Date mode.
Default Period Range	Defines the period range applied upon initial loading when Financial Periods mode is selected. Choose between Fixed Period (a specific start and end period) or Relative Period (a rolling range). When using a Fixed Period, the Financial Year, Start Period, and End Period can be set individually.

Overview Page

Settings that control how information is displayed on the reconciliation overview page.

Setting	Description
Matching Package Order	Defines the order in which matching packages appear on the Overview page. By default, matching packages are displayed in the order they were created. Drag the rows to reorder them.
Segmenting Parameters	Defines the fields that users can use to segment data on the Overview page. After adding a new segmenting parameter, the relevant matching package must run before the parameter becomes visible in the interface.

Transactions Page

Settings for how transactions are displayed, filtered, and handled within the transactions list and detail pages.

Setting	Description
Filter parameters	Defines which fields are available to users when filtering and grouping transactions. Only fields marked as string type in the source mapping are listed. A maximum of six parameters can be selected. Selected fields also become clickable on the transaction overview page.
Transaction List - Column Layout	Controls which columns appear in the transactions list, their display names, source fields, column widths, and order. Drag the handle on each row to reorder. Changes apply after saving. Additional columns can be added via the Add Column button at the bottom of the list. • Display Name - The label shown in the column header on the Transactions page. • Source Column - The underlying data field that populates this column. • Width - The column width in pixels.

Insights Page

Settings related to the dashboards visible on the Insights page.

Setting	Description
Dashboard configuration	Amazon Quick reports can be embedded as dashboards on the Insights page. Each dashboard entry defines which report is shown and which roles can access it. Additional dashboards can be added via the Add Dashboard button, and existing entries can be removed using the delete icon on each row.
Transaction List - Column Layout	Controls which columns appear in the transactions list, their display names, source fields, column widths, and order. Drag the handle on each row to reorder. Changes apply after saving. Additional columns can be added via the Add Column button at the bottom of the list. • Dashboard ID - A unique identifier for the dashboard entry. • Role IDs - The role identifier(s) that determine what data is visible within the embedded dashboard. Used to apply row-level security from Amazon Quick. • Title - The Amazon Quick embed URL for the dashboard. • Embed URL - The Amazon Quick embed URL for the dashboard.

Other & Custom

The other and custom setting page is divided into two sections. Other settings contain predefined settings that don’t fall into any of the previous mentioned categories. Custom settings are settings that are tailored to a specific administration.

Other Settings

Predefined administration metadata. Some values are read-only and assigned during provisioning.

Setting	Description
Version	A human-readable version label for this administration (for example, a release tag). Used for display or support reference.
Tenant ID	The unique identifier for this tenant, assigned during provisioning and referenced by integrated services. This field is read-only.
Show Tasks	Controls whether task-related UI elements and entry points are visible to users in this administration.
Show Transaction Detail Update	Controls whether users can open or use transaction detail update actions in areas of the administration where this feature is supported.

Custom Settings

Settings created for this administration that are not part of a predefined group. Additional settings can be created via the Add Setting button.