• 23/05/2024
  • 3 minutes to read

The Continia Finance Assisted Setups

You can configure the Continia Finance modules through guided assisted setups. There are setups available for the various modules and for the general setup.

To find the setups:

  1. Use the () icon, enter Assisted Setup, and select the related link.
  2. Scroll down to the Continia Finance section, and select the setup that you want to use.

Below are the assisted setups that are currently available:

Assisted SetupDescription
Set up Continia FinanceContinia Finance helps you create balance confirmation letters, which include a cover letter for your customer or vendor, a reply letter for resending the balance confirmation, and the balance confirmation letter itself. You have the flexibility to customize which pages need to be printed and can even specify a reply letter if required.
Set up AssociationsThis setup lets you select associations and link customers and vendors.
Set up G/L Open EntriesThis setup allows you to create open entries from existing entries.
Set up Extended Views and ListsThis setup allows you to modify the External Document No. and Description fields in posted entries, even after they have been posted. You can choose which type of entries allow changes to the external document number.
Set up Balance and VATThis wizard lets you define up to four different account groups to categorize and organize G/L account groups by assigning captions for a clearer overview in the Extended G/L Accounts section.
Set up Ext. Fixed AssetsWith this setup, you can adjust purchase costs to include cash discounts, track assets by quantity, easily distinguish between sales and scrapping, and efficiently handle partial disposals. You can also create new fixed assets using templates.
Set up Installment PaymentsWith this setup, you can divide transactions into smaller payments and assign them to their respective due dates. You can designate customers or vendors for installment payments using a template, or apply an installment payment template when posting a document.
Set up Multi-level Payment DiscountThis wizard lets you define payment terms that include discounts.
Set up TreasuryThis wizard helps you set up the Treasury module.