ChartHop for Administrators
Admin settings
Configuring financial settings
In the General tab, you can configure information about financial prefrences including fiscal year, currencies, cost multipliers, and stock valuations.
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To configure your organization's general settings:
- From the left sidebar, select Admin.
- From the sub-menu, select Financial.
- Enter your company financial preferences in the following sections:
- In the General section:
- Fiscal year starts - The month on which your organization's fiscal year begins.
- In the Currencies section:
- Add additional currency - Select additional currencies as your organization needs them
- Default currency - The default currency when currency is not specified in imported data
- Built-in Base and Variable field currency overrides - Options to override the currency default for specific conditions when importing data
- Cost multiplier - custom multiplier for approximating true headcount costs across the organization
- In the Stock valuations section:
- Equity grant types - The types of grants your organization supports and options to rename them
- Valuation History - Manage and configure your stock options for your organization's employees, determine the strike price for option grants, and establish amounts to be allocated for fundraising events.
- Select Save Settings to save your changes.
Updated 19 Jan 2024
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