Advanced - Setup

CGI Advantage Financial allows system tailoring to meet accounting needs, budgeting practices, and reporting requirements. Review of the various options and controls available is part of the configuration of any application before going live. 'What functionality will be used and how it will be used should be decided before conversion begins and especially before system users begin entering transactions. It is recommended that you do not change many options or controls in the middle of the fiscal year and some should never be changed after going live. If changed, the integrity of your accounting records may be jeopardized, as certain changes will require a conversion plan and effort.

Most CGI Advantage Financial system options are centralized in several reference pages in the Financial Administration functional area because they apply to multiple business areas. Other areas of the application have control and option pages with many of them working in conjunction with those in the Financial Administration area.