Settings


CloudCheckr FinanceManager allows you to configure a number of system variables easily, such as:

  • custom logo, branding and color schema
  • currency and decimal values
  • date format
  • fiscal year
  • custom css

To change these and other settings, follow the instructions provided in this document.

Branding

To apply custom branding to the Glass interface, use the Administration > Settings menu, and then select the Branding tab:

The following GUI adjustments can be done:

  1. Provide your custom product name.
  2. Change the logo as show at the left top part of the screen. The rectangular logo that says “FinanceManager” by default.
  3. Change the square logo at the top left part of the screen. Next to the brand logo that says “FinanceManager” by default.
  4. Change the favicon as shown in your browser favorites bar.
  5. Change the GUI default color using the drop down list.
  6. If you want to change other colors, font types and other CSS specific parts of the GUI that are not listed in this menu, you can use the Show Advanced button, to add custom CSS code.
  7. Click the Save button to apply your changes.

Formatting

To change country specific formatting or decimal rounding, use the Administration > Configuration menu, and select the Formatting tab:

The following changes to the formatting can be done:

  1. Change the system wide Currency settings.
  2. Configure comma or dot value for the decimal separator.
  3. If you want to configure a thousands separator, you can choose between comma, dot and space.
  4. Rate precision refers to the amount of decimal values shown on reports for the (average) rate value.
  5. The Report precision can be changed to limit the number of decimal values shown on non-invoice reports.
  6. The Invoice precision can be changed to limit the number of decimal values shown on invoice cost reports.
  7. The quantity decimal values can be limited using Quantity precision.
  8. To apply a system wide date format, choose your preferred date format from the Date format drop down list.

Reporting Settings

To change reporting settings, such as the address lines and logo on your invoice report, use the Administration > Configuration menu, and select the Reporting tab:

The following changes to the reporting configuration can be done:

  1. Use the Address lines text field to provide a custom address which will be shown on the textual invoice cost reports.
  2. To change the Logo that will be shown on the right hand side of your invoice cost report, use Select File to browse and select your custom logo.
  3. A custom footer text can be added to your invoice report using the text field next to Extra text.
  4. To adjust the maximum amount of series shown in the FinanceManager graphical report line graphs, change the value for Maximum graph series.
  5. If you have a non-standard fiscal year start, you may change the Reporting start month using the provided drop down list.
  6. Use the Save button to apply your changes.

Mail Server Settings

FinanceManager is able to send out e-mail messages for certain tasks. This can be used for resetting user account passwords and sending out events such as failing workflows. To enable this functionality it is required to configure an SMTP server. This can be done using the following procedure:

  • Navigate to: Administration > System > Environment
  • Ensure to fill in your SMTP server details as shown in above image
  • Click the Update button to save your changes
  • If you now logout and try to login again, you will notice a Reset Password link. This can be used by all of your users, as long as a valid e-mail address has been associated to each user account
Make sure that your SMTP server allows relaying using the provided credentials (user/pass) and from the FinanceManager host’s IP address. Consult your mail server administrator for additional information.

Advanced

config.json

In order to access advanced configuration for all users which can’t currently be modified through the interface, edit the file config.json in the web/glass subdirectory of the Program directory.

The default contents of this file should look like this:

{% code-tabs %} {% code-tabs-item title=“config.json” %}

{
"whiteLabel":false,"apiHost":null
}

{% endcode-tabs-item %} {% endcode-tabs %}

Configure a Default API Domain

When logging in, users have the option to change the API domain by clicking the Change domain __link:

In order to specify a default for all users, edit the config.json file and add your default domain as the apiHost option:

{% code-tabs %} {% code-tabs-item title=“config.json” %}

{
"whiteLabel": false,- "apiHost": null+ "apiHost": "https://example.com:443"
}

{% endcode-tabs-item %} {% endcode-tabs %}

Full White-Label

To never show any CloudCheckr FinanceManager related branding in the interface, set the whiteLabel option to true:

{% code-tabs %} {% code-tabs-item title=“config.json” %}

{
- "whiteLabel": false,+ "whiteLabel": true, "apiHost": null
}

{% endcode-tabs-item %} {% endcode-tabs %}

When the whiteLabel option is enabled, certain functionality will be disabled in the GUI:

  • Manual clearing of caches on the About page.
  • Documentation links in the header will be turned off.

{% hint style=“success” %}

Some other elements in the interface have CloudCheckr FinanceManager branding by default. These defaults can be modified to match your brand:

  • The title and logo of the application (displayed in browser tabs, sidebar, and so on) can be changed on the Configuration page.
  • The sender e-mail address and name for system and notification e-mails on the System page.

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