Setup configures how raw data becomes Actuals transactions: currencies, periods, mapping, ledgers, schedule, and transformation queries.
Suggested order
Currencies — administration currency and active currencies
Financial Periods — open/close periods and period-date validation
General Ledger Accounts — ledger codes used in mapping and reporting
Mapping — iterations and field mapping per source
Transformation Schedule — when processing runs and source order
Manual Queries — optional SQL that runs during source processing
Sources themselves (connections, credentials, collection) stay under Import › Setup › Sources.
CurrenciesFinancial PeriodsMappingGeneral Ledger AccountsTransformation ScheduleManual Queries