Capexplan offers a comprehensive suite of settings that administrators can configure to tailor the system to their organization’s needs. This guide will walk you through the process of setting up the basic settings within Capexplan’s administration panel.
Basic Settings
- From the dashboard, select the Administration menu.
- Within the Administration menu, click the General Settings to access the basic settings configuration.
Configuring Basic Settings
Account Settings:
- Enter an email address to redirect all outgoing emails for testing purposes. Leave this field empty for normal operation.
- Specify where the general settings will apply within your organization.
- Set the start date of the fiscal year, which is crucial for budget purposes.
- Select the currencies that can be used for creating requests.
- Define how currency values should be rounded. The default setting is None, meaning no rounding.
- Enable this option to allow users to convert all budgeted and spent amounts into a single permitted currency for consolidation.
Financial Settings:
- Set the discount rate used for financial calculations like NPV. This can be configured per country. Use the Lock checkbox to prevent changes to this field in capex requests.
- Set the tax rate for each country, used in financial calculations when creating requests. Use the Lock checkbox to prevent changes to this field in capex requests.
Budget Settings:
- Configure the maximum percentage over the approved budget that users can spend before needing reapproval. You can choose between a simplified percentage method or a detailed method with specific conditions.
- Select the date format for your organization.
- Customize the numbering format for capital acquisition requests. Use a dash (-) to separate number series.
- Set the approval mode to sequenced, parallel, or both.
- Enable this option to allow automatic approval of projects and envelopes without an approval process.
- Allow Super Users to edit requests during the approval process without needing reapproval from approvers who have already approved the request. Use this feature with caution.
- Hide all default reasons in the software.
- Prevent users from creating envelopes.
- Automatically include an executive summary in all created requests.
- Change the domain name and sender name for all emails sent to approvers.
- Ensure the cost breakdown and disbursement match the requested amount if data is entered.
- Allow users to create multiple capex requests for the same budget item.
Approval Flow Settings:
- Force the approval flow to consider only the asset types.
Approval by Limits: Set approval flows according to approval amount limits.
Approval by Titles: Consider the titles of approvers for the approval flow.
Approval by Creators: Customize the approval flow based on the capex creator.
