Most of the general system settings for Clarity are defined and configured during implementation
Clarity is configured on a per-institution basis during initial implementation or following feature enhancements. However, some settings may need to be adjusted over time based on changes in process at an institution.
General Settings
Each setting can be configured directly through Clarity by a system administrator. Each setting has a simple instruction set.
PLEASE NOTE:
Updates to certain settings can affect the stability and performance of Clarity. For questions related to how individual settings may affect Clarity, please reach out to the team at FundFive.
The following general settings are available in the Admin > Settings window.
- Account Display Pattern
- Vouchers Module Activation
- Shared Reports Activation
- Summarize Pooled Accounts
- Show Account Balance
- Use Legacy Account Balance
- Include Opening Balance in YTD
- Account Balance Filter
- GL Sources to Ignore
- GLA Display Groups
- Graph Sources to Ignore
- As-Of-Date Balance to Ignore
- Colleague Account Filter
Where Can I Find This?
Locate the System Settings on the General tab under Admin > Settings.