# Docs

## Docs

- [Billing](https://docs.francis.app/features/admin/billing.md): Manage your Francis subscription, billing cycle, and special pricing programs.
- [Members and roles](https://docs.francis.app/features/admin/members-and-roles.md): Invite and manage team members, and control what each role can access in Francis.
- [Preferences](https://docs.francis.app/features/admin/preferences.md): Adjust your interface theme, number formatting, and zero display in Francis.
- [Profile](https://docs.francis.app/features/admin/profile.md): Your name, email, and avatar as other members see them in Francis.
- [Workspace management](https://docs.francis.app/features/admin/workspace-management.md): Configure your workspace name, branding, and access settings in Francis.
- [Features](https://docs.francis.app/features/overview.md): Reference for everything you build with in Francis.
- [Breakdowns](https://docs.francis.app/features/using-francis/breakdowns.md): Split your financial model across entities or dimensions like departments or projects.
- [Column chart](https://docs.francis.app/features/using-francis/charts/column.md): Vertical bars over time, one bar per period per series, for period-over-period magnitude comparison.
- [Combo chart](https://docs.francis.app/features/using-francis/charts/combo.md): Mixes columns and a line over time to compare measures of different scale or unit on one chart.
- [Line chart](https://docs.francis.app/features/using-francis/charts/line.md): Plot one or more series over time as connected lines, for trends and comparing trajectories across sources.
- [Charts](https://docs.francis.app/features/using-francis/charts/overview.md): Visualize model data for analysis while modeling and for presentation in dashboards and reports.
- [Stacked area chart](https://docs.francis.app/features/using-francis/charts/stacked-area.md): Filled areas stacked over time, emphasizing how composition flows and accumulates across periods.
- [Stacked column chart](https://docs.francis.app/features/using-francis/charts/stacked-column.md): Columns segmented by series and stacked to show composition and total per period over time.
- [Waterfall chart](https://docs.francis.app/features/using-francis/charts/waterfall.md): Sequential positive and negative movements bridging a start value to an end value, for bridges and variance.
- [Comments](https://docs.francis.app/features/using-francis/comments.md): Create comments, tag colleagues, manage discussions and write to-do's directly in Francis.
- [Components](https://docs.francis.app/features/using-francis/components.md): The five building blocks of every Francis model: sheets, sections, groups, rows, and calculations.
- [Dashboards](https://docs.francis.app/features/using-francis/dashboards.md): Build live reporting on top of your model with charts, tables, metric boxes, text, and images that update automatically.
- [Data mappings](https://docs.francis.app/features/using-francis/data-mappings.md): Map your data sources to your Francis model to pull in data automatically.
- [Excel export](https://docs.francis.app/features/using-francis/excel-export.md): Export your financial model to Excel with formulas and formatting.
- [Formulas](https://docs.francis.app/features/using-francis/formulas.md): Francis formula syntax: how to reference rows, periods, and sheets in your model.
- [Getting started](https://docs.francis.app/features/using-francis/getting-started.md): Create your first financial report in under an hour.
- [Inspect](https://docs.francis.app/features/using-francis/inspect.md): See the journal entries behind every actual from your accounting system.
- [Shortcuts](https://docs.francis.app/features/using-francis/shortcuts.md): All keyboard shortcuts for editing and navigation in Francis
- [Tables](https://docs.francis.app/features/using-francis/tables/overview.md): Present model data in dashboards and reports using periods, variance, and side-by-side column groups.
- [Periods table](https://docs.francis.app/features/using-francis/tables/periods.md): A time series column group shown month over month, quarter over quarter, or year over year.
- [Side-by-side table](https://docs.francis.app/features/using-francis/tables/side-by-side.md): A column group comparing entities, departments, or other units in parallel columns.
- [Variance table](https://docs.francis.app/features/using-francis/tables/variance.md): A column group comparing sources, such as budget vs. actuals, with diff columns.
- [Timeline and dates](https://docs.francis.app/features/using-francis/timeline-and-dates.md): How Francis's continuous monthly timeline works, the actuals and forecast layers that sit on it, and the date settings that control them.
- [Version control](https://docs.francis.app/features/using-francis/version-control.md): Save snapshots of your model to lock in budgets and forecasts, then reference them in reports.
- [Microsoft Business Central](https://docs.francis.app/integrations/accounting/business-central.md): Connect Business Central to feed actuals into your financial model.
- [Visma e-conomic](https://docs.francis.app/integrations/accounting/e-conomic.md): Connect Visma e-conomic to feed actuals into your financial model.
- [Oracle NetSuite](https://docs.francis.app/integrations/accounting/netsuite.md): Connect Oracle NetSuite to feed actuals into your financial model.
- [Non-supported ERP](https://docs.francis.app/integrations/accounting/other-erp.md): Import actuals from accounting systems not natively supported by Francis via Google Sheets.
- [QuickBooks Online](https://docs.francis.app/integrations/accounting/quickbooks.md): Connect QuickBooks Online to feed actuals into your financial model.
- [Xero](https://docs.francis.app/integrations/accounting/xero.md): Connect Xero to feed actuals into your financial model.
- [Currency](https://docs.francis.app/integrations/other/currency.md): Convert actuals using market rates from the European Central Bank or custom rates.
- [Google Sheets](https://docs.francis.app/integrations/other/google-sheets.md): Import data from any business tool into Francis using Google Sheets.
- [Integrations](https://docs.francis.app/integrations/overview.md): The data sources Francis connects to, and how syncing works across all of them.
- [Balance sheet fundamentals](https://docs.francis.app/masterclasses/budgeting-forecasting/bs-forecasting/bs-fundamentals.md): How to work with the balance sheet in Francis: structuring the template, mapping GL accounts, and forecasting balances forward.
- [Fix a failing BS validation](https://docs.francis.app/masterclasses/budgeting-forecasting/bs-forecasting/bs-validation.md): How Francis validates your balance sheet and how to troubleshoot a failing check for actuals and forecast months.
- [Forecast CAPEX](https://docs.francis.app/masterclasses/budgeting-forecasting/bs-forecasting/capex.md): How to model fixed asset balances in Francis, including new investments and depreciation.
- [Forecast inventory](https://docs.francis.app/masterclasses/budgeting-forecasting/bs-forecasting/inventory.md): How to model the inventory balance in Francis, including purchases, stock movements, and category tracking.
- [Forecast loans](https://docs.francis.app/masterclasses/budgeting-forecasting/bs-forecasting/loans.md): How to model the loan balance in Francis, including opening balance, interest, principal repayments, and new draws.
- [Forecast prepayments](https://docs.francis.app/masterclasses/budgeting-forecasting/bs-forecasting/prepayments.md): How to forecast the prepaid asset balance in Francis: driver-based, statistical, and hardcoded approaches.
- [Forecast trade receivables](https://docs.francis.app/masterclasses/budgeting-forecasting/bs-forecasting/receivables.md): How to forecast trade receivables in Francis: driver-based, statistical, and hardcoded approaches.
- [Forecast tax](https://docs.francis.app/masterclasses/budgeting-forecasting/bs-forecasting/tax.md): How to forecast corporate tax payable in Francis: monthly accrual, year-end recognition, aconto payments, and final settlement.
- [Forecast VAT](https://docs.francis.app/masterclasses/budgeting-forecasting/bs-forecasting/vat.md): Forecast the VAT balance by capturing sales and cost VAT each month and modelling settlements with the tax authority.
- [Cash flow fundamentals](https://docs.francis.app/masterclasses/budgeting-forecasting/cf-forecasting/cf-fundamentals.md): How the Francis cash flow template is structured and how operating, investing, and financing activities connect to your P&L and balance sheet automatically.
- [Fix a failing CF validation](https://docs.francis.app/masterclasses/budgeting-forecasting/cf-forecasting/cf-validation.md): How Francis validates your cash flow statement and how to troubleshoot a failing check for actuals and forecast months.
- [Pick the right forecasting approach](https://docs.francis.app/masterclasses/budgeting-forecasting/forecasting-approaches.md): How to pick between the three forecasting approaches: driver-based, statistical, and hardcoded.
- [Forecast COGS](https://docs.francis.app/masterclasses/budgeting-forecasting/pnl-forecasting/cogs.md): How to forecast cost of goods sold in Francis: driver-based, statistical, and hardcoded approaches, and when to use a supporting sheet.
- [Plan headcount](https://docs.francis.app/masterclasses/budgeting-forecasting/pnl-forecasting/headcount.md): How to set up a dedicated headcount sheet in Francis, forecast salaries, and keep the P&L in sync.
- [Forecast OPEX](https://docs.francis.app/masterclasses/budgeting-forecasting/pnl-forecasting/opex.md): How to forecast operating expenses in Francis: driver-based, statistical, and hardcoded approaches across different cost lines.
- [P&L fundamentals](https://docs.francis.app/masterclasses/budgeting-forecasting/pnl-forecasting/pnl-fundamentals.md): How to work with the P&L in Francis: structuring the template, mapping GL accounts, and setting margins and sign conventions.
- [Gather budget input from departments](https://docs.francis.app/masterclasses/business-partnering/gathering-budget-input.md): How to collect budget input from department heads and translate it into Francis.
- [Run monthly performance reviews](https://docs.francis.app/masterclasses/business-partnering/performance-reviews.md): Set up a monthly performance review cadence with department heads using Limited Viewer access to dashboards and sheets.
- [Consolidate multi-entity financials](https://docs.francis.app/masterclasses/consolidation/consolidation.md): Set up entity breakdowns, sub-consolidations, and eliminations to reflect your group structure in Francis.
- [Build a P&L per department](https://docs.francis.app/masterclasses/consolidation/department-pnls.md): Deploy one P&L template across every department using a dimension breakdown, with actuals flowing in automatically.
- [Masterclasses](https://docs.francis.app/masterclasses/overview.md): Playbooks for the core finance workflows in Francis.
- [Build a management report](https://docs.francis.app/masterclasses/reporting/management-report.md): A page-by-page walkthrough of a Francis management report template, with the primitives that produce each page.