Configurations

The Subledger 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 Subledger after installation, you should perform a series of configurations within the FintechOS Portal, as presented in the following diagram:

IMPORTANT!  
FintechOS offers you a Utilities package for banking solutions, which you can use for testing purposes on your pre-production environments. This package helps you test the FintechOS banking solutions during the implementation phase of your project, using sample data. As such, you'd benefit from its content if you are a developer, a tester, a digital consultant, or a partner who works on implementing one of the FintechOS banking solutions.

The configurations are detailed in the pages below: