Access to module configuration

Access to module configuration

Access to configuration

When the logged in user has administration rights, all module configuration elements are accessible either individually from the relevant screens or globally from the Administration menu located in the left bar. .
  1. Select the “Configuration” submenu


  1. Then select the desired tab:

  1. Portfolios : configuration of the Activity Project Portfolios module (default portfolios, reference management, weather settings, value analysis axes settings)
  2. Suppliers : configuration of the Suppliers module (contract management)
  3. Finance : configuration of the Finance module (VAT, management excluding VAT/including VAT, fixed assets, financial views, invoice management)
  4. Management : configuration of the Management module (timesheets and holiday calendar)
  5. List of values : configuration of the analytical axes of the Finance, Projects and Resources modules
  6. Communications : configuration of email communication linked to Abraxio (Newsletter, webinars, release note) and tasks

    • Related Articles

    • Configuration of the Management module

      Timesheets Section Abraxio allows you to manage your teams' timesheets and allocate the times entered to the budget lines of your projects and activities. Enable time recording to make time management features visible in the Abraxio platform In the ...
    • Dashboards configuration

      Access to Dashboard configuration To create/modify/delete dashboard, go to the Dashboard configuration page : from the Admin Module : Admin > Dashboards from the Finance Module > Dashboards > Configure from a report, by clicking on "Configure ...
    • Navigation in the Portfolios module

      Quick access to the list of projects and activities To access the list of your projects in 1 click, click on the menu at the top left of the Portfolios screen: The list of Projects and Activities displayed depends on your access authorisations : ...
    • Configuring the Wallets module

      Default Wallets section Abraxio allows you to manage multiple portfolios that can contain projects and/or activities. When creating a project or activity, this parameter defines which portfolio it will be associated with by default. The user can then ...
    • Configuring the Finance module

      Organization section Default VAT: enter the most frequently used VAT rate (20% in mainland France, 8.5% in overseas departments). This value is set by default when entering amounts in Abraxio and can be overridden to manage exceptions. Capitalized ...