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Flexbooks Administrator Guide

This guide is for the accountant-administrator of a database: the person who manages users and rights, organizations, period close, the reporting exchange and the migration from 1C. Day-to-day accounting is covered by the user manual.

Chapters

  1. Roles and access profiles — users, profiles, roles, special rights.
  2. Organizations and isolation — several organizations in one database, the organization restriction, isolation between databases.
  3. Month and year close — the close assistant, regulated operations, periods, the editing restriction date.
  4. Reporting exchange — M.E.Doc, SOTA, Vchasno, the Electronic Cabinet, receipts.
  5. Operations service pages — re-post, posting sequence, totals rebuild, delete marked.
  6. Migration from 1C — sessions, formats, cut-over date, reconciliation.
  7. AI settings — what AI does, who turns it on, quotas, what it sees.