Configure Management Accounts themes, currencies, and FX rates

Open Management Accounts > Dashboard and select the company, business and accounting period.

Review Financial performance & position.

• Revenue and costs cover the selected period; cash, receivables, payables and inventory use fiscal-year-to-date posted entries, including recorded opening balances.
• Each original currency is shown separately, without FX conversion or group eliminations. Use Backups & Reports for consolidated reporting.
• Unposted transactions are excluded. No classified postings means no matching balance data, not a confirmed zero balance.

Use Needs attention or a module card to open the relevant records.

• Customer and supplier counts describe the current master records.
• e-Invoicing activity shows saved invoice statuses for the selected period.
• Available output counts cover the report versions loaded in the workspace; stale outputs need regeneration.

Select Review period checks, or open Periods and select a period in the list.

Open each outstanding review item.

• The checklist follows the selected period; Chart of Accounts setup is shared across periods.
• Superseded posting runs and stale or unvalidated outputs do not complete the respective checks.
• All periods shows a prompt to select a period instead of a combined readiness result.
• Approval still takes place in Posting & Approvals with its existing validation and confirmation steps.

Explore the same panels in the self-guided demo.

• The figures are fictional.
• Navigation is local, and record-changing actions remain simulated.

Open Management Accounts > Settings > General.

Select Light or Dark under Workspace appearance.

• The display changes immediately; no Save general settings action is required.
• The preference is remembered in this browser and applies only to Management Accounts, including activity pages, dialogs and notifications.
• Your selected colour theme remains the accent. Exports and printed reports keep their existing styling.
• In the self-guided demo, this is a temporary preview; no preference or company records are saved.

Open Management Accounts > Settings, then select General.

Choose Ocean blue, Emerald, Violet, Amber, Lagoon teal, Rose, Midnight indigo, Slate grey, or Terracotta in Management Accounts colour theme.

Save settings to apply; regenerate report packs to use the new palette.

Save the settings.

The selected palette applies only to the Management Accounts workspace for that parent company and to reports generated afterwards.

Regenerate an Excel, PowerPoint, or PDF Management Accounts report pack after changing the theme; previously generated files keep their existing styling.

Open Management Accounts > Settings, then select Currency & FX.

Set the Group consolidation currency for the parent company, such as NGN.

Select each managed business and set its reporting currency, such as USD.

Save the managed business currency before uploading and posting source files.

Open Settings > Tax defaults to maintain the default VAT rate and mode.

• Choose No VAT when the business should not calculate VAT by default.
• WiseWage saves the default rate as 0%; Invoice and Expense Register drafts keep net and gross equal with VAT amount 0.00 until a reviewer selects another VAT mode.

Select the period being reviewed.

Select the parent company, then choose the Company Code.

Its operating currency becomes the FX source currency and the group reporting currency is the target.

Enter the rate effective date and a clear source, such as CBN or Approved internal rate.

Enter the average rate for revenue and expense conversion.

Enter the closing rate for assets and liabilities.

Equity uses the closing rate; no separate historical rate is required.

Save the rate against that Company Code to create the period snapshot before generating the parent or group Management Accounts pack.

Use Edit beside a saved FX-rate register entry to correct its rates, effective date, or source while its period remains unapproved.

Legacy managed-business rates can be edited in the same register.

Once the period is approved and locked, its FX snapshot cannot be changed unless approval is rolled back.

P&L accounts use the average FX rate.

Assets and liabilities use the closing FX rate.

Equity uses the closing FX rate.

The generated workbook includes FX_Conversion and FX_Rates sheets for review support.