Preferences in AutyFi

Preferences in AutyFi allow you to customize how your organization handles financial data and performance metrics. Setting preferences aligns the system with your business requirements, ensuring consistent and relevant data analysis.

How to Set Preferences in AutyFi

Follow these steps to set your preferences in AutyFi:

Accessing Preferences

• Log In: Open your web browser, go to the AutyFi login page, and enter your credentials.
• Profile Logo: On the main screen, click the profile logo in the top right corner and select Organization from the dropdown menu.
• Gear Icon: On the organization settings page, click the gear icon in the top right corner and select Add New.

Setting Preferences

• Navigate to Preferences: On the organization setup page, click the Preferences tab. This is the second step in the setup process.
• Accounting Basis: From the dropdown menu, select your preferred accounting basis (e.g., Cash or Accrual).
• Percentile Ranking: Select your method for percentile ranking (e.g., By Value - Default).

Save and Continue

• Save Preferences: After setting your preferences, click the Save and Continue button at the bottom of the page to proceed to the next setup step.

By following these steps, you can customize the formatting and analysis settings in AutyFi to best suit your organization's needs.