Configurations

The Operational Ledger holds legal entities with their respective accounting systems and their transactions. The inserted transaction information is organized by types into accounts, inside the chosen account chart. This way, it helps keep track of revenues, expenses, owners' equity, assets, liabilities.

In order to set up Operational Ledger after installation, you should perform a series of configurations within the FintechOS Portal, as presented in the following diagram:

The configurations are detailed in the pages below:

• Legal Entity

• Accounting System

• Accounting Scope

• Transaction Type