Account Settings

• Account list management settings (Enterprise+ plan)
• Account types
• Account Groups
• Enterprise Groups
• The default setting for customer listing for the main unit and subunit
• Account Number Setting
• Custom Fields for Account Details
• Import Accounts to Finago PSA

Before you start to add or create accounts in Finago PSA, you need to enable the Account Settings. You can define account types, account groups, enterprise groups and extra fields for accounts. Besides these, you can also define general visibility and functional settings or import a ready account list file to the program. 

Account list management settings (Enterprise+ plan)

If you are using multi-company Enterprise+ plan, please activate the necessary settings here. Please notice that settings are common for all companies, and settings can be set only by an admin user who has access for all companies.

Account types

With account types you can categorize, search and report account details. Default customer types are "Customers" (ordinary customers) and "Sub-contractors" (suppliers of bills). You can also define if invoicing is allowed for different account types. Default account type is added automatically for new accounts. 

1. Go to: Settings > Feature settings > Accounts > Account types
2. Click Add account type.
3. Enter a name for an account type.
4. Select if an account type is default type and if invoicing is allowed.

Account Groups

Account groups allow you to classify, search, and report account data at a more detailed level than account type. The classification can be based on, for example, contract type or company size. A single account can belong to only one account group at a time.

1. Go to: Settings > Feature settings > Accounts > Account groups
2. Click Add account group.
3. Enter a name for an account group.
4. Define integration ID in case the field exists (depends on the integration).

Enterprise Groups

Enterprise groups are the third level and way to classify, search and report the account data.

1. Go to: Settings > Feature settings > Accounts > Enterprise groups
2. Click Add enterprise group.
3. Enter a name for an enterprise group.

The default setting for customer listing for the main unit and subunit

If you are using customer hierarchy for your account (main and sub-units), you can define what kind of accounts are shown as default on the account list. 

Account Number Setting

Normally Finago PSA's account numbering is automatic. If you want, you can also define your own account numbers or letter combinations. This means that you need to define an account number for each account separately when an account is created.

Note: The customer number in PSA may not be the same as the customer numbers used in your other systems. For this purpose, the account card may include a separate field for the Integration ID for identifying customers between programs. Please see the relevant integration documentation for more details.

Custom Fields for Account Details

If normal account fields are not enough to keep track of your accounts' information, you can define more fields for account details. Extra fields can include predefined values, free text, dates or links. You can define if these new fields are mandatory and where in the program they are shown. 

1. Go to: Settings > Feature settings > Accounts > Custom fields
2. Click Add field.
3. Select a field type: text, text area, dropdown, date, select, multiselect or link.
4. Define field name and possible options.
5. Define if field is mandatory, and if it is shown on reports.
6. Click the green save icon in the beginning of the row.

You can rearrange fields and options by clicking on the arrow icon in the beginning of the row or delete not needed fields by clicking the trash icon. If you are using HubSpot integration with Finago PSA, you can also give HubSpot ID for data syncing.

Import Accounts to Finago PSA

You can import your existing account register to Finago PSA. Read more about account importing in a separate article.