FAQ

Here we list the most frequently asked questions.
1. Is it possible to import a General Ledger instead of an FEC?
You can indeed import General Ledgers instead of FECs into Finthesis. However, we recommend prioritizing the import of FECs whenever possible, as they can be imported without formatting operations.
When importing a General Ledger, to ensure consistent results, the imported files must adhere to the following format requirements:

  • The file must be formatted as a "flat-file" (i.e., without totals or subtotals).

  • The sum of debits must equal the sum of credits (though this check can be disabled).

  • The file must contain headers (otherwise, the first data row will not be considered).

  • The General Ledger must cover a complete fiscal year, from the first day of the fiscal year to the desired date.

2. Is it possible to change the account assignment in the financial statements?
You can change the account assignment in the summary statements in the "Account Assignment" section of your projects. In this section, you will find the entire structure of your income statement and balance sheet with all the levels and categories used.

You can then create/modify/delete levels and categories. You can also change the account assignment by dragging the relevant account to the new assignment category using the "Drag & Drop" system.
3. Can I calculate my own indicators below the tables? Can I add them to the "Synthesis" section?
It is indeed possible to add your own indicators using the "+ KPI Line" feature. For more information about this feature, refer to the "Tutorials" section.

Additionally, the indicators added below the tables can enrich the charts in the "Synthesis" tab.
4. How to modify the dates of entries in an FEC to avoid overlapping between different fiscal years? (a common issue with exports from Sage Coala)
When extracting FEC files from certain accounting software, it is possible that balance sheet entries are recorded with dates prior to the opening date of the fiscal year, which can cause issues during import.

To address this problem, you can use our FEC splitter tool, accessible via the file import page:
outils pour fichiers FEC

You will then need to drag the FEC file you want to rework into the import area. After importing your FEC, you will access the following screen:
identification des exercices
The second option ("Keep one fiscal year but adjust the opening date") allows you to modify the dates of entries that are earlier than the opening date of the fiscal year by replacing them with the opening date of the fiscal year (to virtually reconstruct the opening balances). A new FEC will be generated with these modifications, allowing you to proceed with a new import.

This way, no entry will be earlier than the opening date of the fiscal year, and the import issues should be resolved.
5. Can I import multiple FECs within the same project?
You can indeed import FECs that pertain to different fiscal years within the same project. We actually recommend importing as much historical data as possible to enhance the relevance of the analyses.

The import of new data is done from the "Imports`" section:
suivi des imports
Additionally, it is possible to import your FECs in any order you prefer. Lastly, importing a new FEC will not reset any changes you have made. These changes will be applied to the newly imported data.
6. How to import a new FEC while freezing my historical data?
If you regularly import FECs throughout the year but want to freeze the periods that have already been presented (so the figures don't change when importing a newer FEC) and apply the differences to the following months, you can do this via the FEC Editor module.

To do this, follow these steps:

1. Go to the FEC Editor on the import page:
import de FEC

2. Go to "Combine 2 FECs":
combiner 2 FEC

3. Import your old FEC (the one whose data you want to freeze) and select the period you want to freeze:
sélection de périodes

4. Upload the second FEC (the most recent one) and select the period you want to add:
sélection de periodes

5. Choose the month to which you want to allocate the differences between the two FEC versions:
sélection de mois

6. You will then have the option to download a new FEC generated by the platform, which will be a combination of your two FECs and will consider the characteristics you have defined.
générer le FEC combiné
You will then be able to import this new FEC into your projects as usual, and the period you wanted to preserve will remain frozen.
7. How to create different organizations under the same subscription?
You can create different organizations and link them to the same subscription. This allows a user to manage their projects without other users in the main organization having access to them.

To do this, follow these steps:

1. Create a New Organization: Click on the "selector" button in the top left corner of your workspace:
créer une nouvelle organisation

2. Go to the Settings of Your New Organization:
paramètres

3. Within the new organization, go to "Subscription" and then choose the organization to which you want to link your new organization:
rattacher l'organisation
And there you go, your new organization is now linked to your subscription, and only the people invited to this new organization will have access to its projects. Important note: Only the owner of the parent organization (the one from which the subscription was made) can link other organizations to the parent organization.
8. How to subscribe to a plan?

  • You have the option to test the platform for free for 30 days.

  • At the end of this trial period, if it is satisfactory (feel free to ask us any questions 🙂), you can choose your subscription plan based on the number of projects you need.

tarifs

If you are in the trial period, access your settings from the project space by clicking on the gear icon to the right of your organization's name.
paramètres de l'organisation

Then, click on the "Subscription" tab and choose the desired plan.
abonnement
9. How to upgrade to a higher subscription (more projects)?
Just like subscribing to a plan, go to your organization's settings:
paramètres de l'organisation

Then, in the "Subscription" tab, click on the yellow button below "Upgrade to a higher plan" and select the new plan that best suits your needs.
abonnement
10. If I change my subscription during my initial 12-month subscription period, what will happen?

  • If you have an ongoing annual subscription and wish to upgrade to a higher subscription during the year, you will only pay the difference for the remaining period of your subscription.

  • Example: I signed up for an annual subscription on January 1st for 5 projects (I paid 89 euros excluding VAT x 12 = 1068 euros) On July 1st, I realize that all my clients want visual support and advice with Finthesis, so I want to switch to a 50-project subscription. The upgrade will result in the following calculation: 379 euros excluding VAT per month, or 379 x 6 = 2274 euros (until December), from which 534 euros already paid for 5 projects for the period from July to December will be deducted.

  • In conclusion, I will only pay the difference between the two subscriptions for the remaining period.

11. Can Finthesis integrate the accounting of foreign subsidiaries?

Do you want to integrate the accounting of your foreign subsidiaries and are wondering if Finthesis can handle it?

Finthesis can handle the accounting of certain countries with accounting systems similar to those of France, namely:

- Belgium
- Luxembourg
- Portugal
- Switzerland
- Tunisia

Unfortunately, other countries cannot be supported unless there is an accounting correspondence to the French accounts.

If you wish to integrate the accounting of the above countries, when creating the project, go to the advanced settings to select the desired type of mapping:
paramètres avancés
12. Is the Finthesis solution available on smartphones and/or tablets?
Finthesis is a SaaS web app (Software as a Service), meaning the solution is available everywhere and on all devices through a simple URL. It automatically adapts to each screen without the need for additional development or options.

From your mobile or tablet, you can also download the application to have a shortcut on your home screen, just like an app from the stores.

Please find the procedure below for Android smartphones.
appuyer sur le menu
ajouter à l'écran d'accueil
ajouter à l'écran d'accueil
Here is the result:
icone de l'application
Below is the procedure for iPhone:
step 1 iphone
step 2 iphone
step 3 iphone
Here is the result on iPhone:
step 4 iphone
13. What to do if my client has lost their login email?
If your client has lost their login email, you can either:

  • Provide the login link if they already have an account

  • Or provide the account creation link if they do not have an account yet

Here are the four possible links to send depending on your situation:
14. Will the configuration made during the trial period be carried over to my subscription?
During your 30-day free trial, you have the ability to configure up to 5 projects.

The data and settings of these projects are indeed retained when you subscribe to your plan.

In fact, you will subscribe from your test account settings and thus retain the same project space (= the same organization) with the data integrated and the configurations already made during the trial period.
15. What to do if I don't see the Finthesis chatbot (icon at the bottom right of your screen - technical support)?
When you want to contact us for technical support, you should use the icon at the bottom right of your screen:
Icône du chatbot
It is accessible from our website finthesis.io and the following pages: your dashboard, account allocation, import tracking, and project settings. When you load one of these pages, the icon should appear after 3 to 4 seconds.

If you don’t see the icon, first check that nothing is covering the bottom right corner of your screen.

If the icon still does not appear after these checks, ensure that your ad blocker (Adblocker) is disabled. Our chatbot is sometimes perceived as an ad and blocked by Adblockers installed in your browser.

If you are using the Brave browser, make sure you have disabled the shields.

As a last resort, you can try using a different browser.
16. How to change your payment methods and information?
To change your payment method and update your billing information in Finthesis, go to your organization’s settings, select the "Subscription" tab, and click on "Update Payment Information."
Paramètre de l'organisation
You will then be able to update your payment method and modify your billing information: email, address, and billing address.
Changement des informations et moyen de paiement
17. How currencies are managed in Finthesis ?
Currencies exchange rate is updated twice a day at 8:20am and 8:20pm, Paris timline.
Exchange rate is updated thanks to the following data sources: https://fixer.io/ (it's collecting 15 reliable data sources).

If needed, you can define and set manually the rate thanks to the button to the right of the currencie.
currencie editor