# Docs

## Docs

- [Comments and Threads](https://docs.francis.app/documentation/features/collaboration/comments.md): Make your planning process more collaborative with comments and conversations.
- [Descriptions](https://docs.francis.app/documentation/features/collaboration/descriptions.md): Add row descriptions to give team members extra context.
- [Status indicators](https://docs.francis.app/documentation/features/collaboration/status-indicators.md): Assign status indicators to show progress or flag items that need attention.
- [Limited viewers](https://docs.francis.app/documentation/features/confidentiality/limited-viewers.md): Control user-level access to partner confidently without revealing sensitive information.
- [Breakdowns](https://docs.francis.app/documentation/features/consolidation/breakdowns.md): Break down individual line items across entities and dimensions.
- [Splits](https://docs.francis.app/documentation/features/consolidation/splits.md): Centrally define your model structure and apply it across dimensions or entities.
- [Components](https://docs.francis.app/documentation/features/modeling/components.md): Components are the building blocks and foundation of every financial model.
- [Date settings](https://docs.francis.app/documentation/features/modeling/date-settings.md): Master date settings to automate rolling forecasts and monthly follow-up.
- [Errors](https://docs.francis.app/documentation/features/modeling/errors.md): Overview of common errors and their explanations.
- [Formulas](https://docs.francis.app/documentation/features/modeling/formulas.md): Understand Francis' formula syntax to build more reliable financial models.
- [Functions](https://docs.francis.app/documentation/features/modeling/functions.md): A complete overview of all supported functions, including example use cases.
- [Manual entries](https://docs.francis.app/documentation/features/modeling/manual-entries.md): Overwrite actuals or manually input data from non-supported data sources.
- [Mappings](https://docs.francis.app/documentation/features/modeling/mappings.md): Define custom mappings between your accounting system and financial model.
- [Shortcuts](https://docs.francis.app/documentation/features/modeling/shortcuts.md): An overview of all available keyboard shortcuts.
- [Feature Documentation](https://docs.francis.app/documentation/features/overview.md): Learn about the eight capabilities that define modern finance teams.
- [Charts](https://docs.francis.app/documentation/features/reporting/charts.md): Visualize data to spot trends, analyze budget avriance and build reports.
- [Dashboards](https://docs.francis.app/documentation/features/reporting/dashboards.md): Combine multiple charts to tell a compelling story about your data.
- [Export to Excel](https://docs.francis.app/documentation/features/reporting/export-to-excel.md): Export your entire financial model to Excel and distribute insights anywhere you like.
- [Reports](https://docs.francis.app/documentation/features/reporting/reports.md): Generate management reports in minutes inspired by the world's leading companies.
- [Month by month](https://docs.francis.app/documentation/features/variance-analysis/month-by-month.md): Analyze BVA month-over-month using our compare and follow-up features.
- [Three-column report](https://docs.francis.app/documentation/features/variance-analysis/three-column-report.md): Analyze budget vs actuals for the last month, year to date and full fiscal year.
- [Transactions Drill-Down](https://docs.francis.app/documentation/features/variance-analysis/transactions-drill-down.md): Drill-down into actuals to better understand potential budget variance.
- [Version control](https://docs.francis.app/documentation/features/version-control/version-control.md): Save snapshots of your financial model to compare versions in charts and reports.
- [Preferences](https://docs.francis.app/documentation/getting-started/account/preferences.md): Adjust your preferences to personalize your work and move faster.
- [Profile](https://docs.francis.app/documentation/getting-started/account/profile.md): View your personal account details.
- [Billing and Plans](https://docs.francis.app/documentation/getting-started/administration/billing-plans.md): Refer to the Plans and Billing pages to upgrade or manage an existing subscription.
- [Members and Roles](https://docs.francis.app/documentation/getting-started/administration/members-roles.md): Refer to the Members page to manage members and assign roles in your organization.
- [Organizations](https://docs.francis.app/documentation/getting-started/administration/organizations.md): The first step to using Francis is to create an organization for your team.
- [Quickstart](https://docs.francis.app/documentation/getting-started/onboarding-guide.md): Create a financial model that includes all of your actuals in 10 minutes.
- [Francis Documentation](https://docs.francis.app/documentation/getting-started/welcome.md): Whether you’re a new or experienced user, we have the resources you need to succeed.
- [Microsoft Dynamics 365 Business Central](https://docs.francis.app/integrations/accounting/business-central.md): How to connect and configure Microsoft Dynamics 365 Business Central.
- [Visma e-conomic](https://docs.francis.app/integrations/accounting/e-conomic.md): How to connect and configure Visma e-conomic.
- [Oracle NetSuite](https://docs.francis.app/integrations/accounting/netsuite.md): How to connect and configure Oracle NetSuite.
- [Accounting Integrations](https://docs.francis.app/integrations/accounting/overview.md): Connect your accounting systems to automate actuals import.
- [Intuit Quickbooks Online](https://docs.francis.app/integrations/accounting/quickbooks.md): How to connect and configure Intuit Quickbooks Online.
- [Xero](https://docs.francis.app/integrations/accounting/xero.md): How to connect and configure Xero.
- [Currency](https://docs.francis.app/integrations/other/currency.md): Convert actuals using market rates from the European Central Bank.
- [Google Sheets](https://docs.francis.app/integrations/other/google-sheets.md): Use Google Sheets to import actuals from non-supported systems.
- [GL accounts and dimensions](https://docs.francis.app/masterclasses/chart-of-account-checklist/gl-accounts-and-dimensions.md): Structure your accounting data by accounts and dimensions
- [Inter-company accounts](https://docs.francis.app/masterclasses/chart-of-account-checklist/ic-accounts.md): Create dedicated GL accounts for inter-company transactions
- [Non-cash accounts](https://docs.francis.app/masterclasses/chart-of-account-checklist/non-cash-accounts.md): Create dedicated GL accounts for non-cash transactions.
- [Consolidating Financial Statements](https://docs.francis.app/masterclasses/consolidation/consolidation.md): Consolidate actuals across multiple entities and enable entity-level forecasting.
- [Eliminating Intercompany Transactions](https://docs.francis.app/masterclasses/consolidation/eliminations.md): Account for intercompany transactions for accurate group-level reporting.
- [Connecting Multiple Data Sources](https://docs.francis.app/masterclasses/consolidation/integrations.md): Connect accounting systems for each of your entities to consolidate actuals.
- [Balance Sheet](https://docs.francis.app/masterclasses/financial-statements/balance-sheet.md): Learn how to structure, map and forecast balance sheet values.
- [Forecasting Cash Flow](https://docs.francis.app/masterclasses/financial-statements/cash-flow.md): Use the indirect method to forecast cash flow.
- [Profit and Loss](https://docs.francis.app/masterclasses/financial-statements/profit-loss.md): See how we recommend structuring your income and expense accounts.
- [Assumptions and driver-based forecasting](https://docs.francis.app/masterclasses/forecasting/driver-based-forecasting.md): Use formulas to create driver-based forecasts like in Excel.
- [Forecasting Headcount](https://docs.francis.app/masterclasses/forecasting/headcount.md): How to manage and forecast headcount directly in Francis.
- [Importing Existing Budgets and Forecasts](https://docs.francis.app/masterclasses/forecasting/importing-forecasts.md): Bring your existing budgets and forecasts into Francis.
- [KPIs](https://docs.francis.app/masterclasses/forecasting/kpis.md): Use calculations to calculate KPIs.
- [Forecasting Methods](https://docs.francis.app/masterclasses/forecasting/methods.md): Explore seven forecasting methods to help you accurately plan the future.
- [Forecasting Receivables](https://docs.francis.app/masterclasses/forecasting/receivables.md): Leverage Francis' purpose-built function to easily forecast receivables.
- [Forecasting Recognized and Deferred Revenue](https://docs.francis.app/masterclasses/forecasting/revenue-recognition.md): Learn how to accurately forecast recognized and deferred revenue.
- [Forecasting Tax](https://docs.francis.app/masterclasses/forecasting/tax.md): There are three things you should consider when forecasting taxes
- [Forecasting VAT](https://docs.francis.app/masterclasses/forecasting/vat.md): Plan, track, and settle VAT across key movements to manage your cash flow effectively.
- [The Monthly Close Process](https://docs.francis.app/masterclasses/monthly-close/monthly-close.md): Leverage purpose-built features to streamline monthly close.
- [Masterclasses](https://docs.francis.app/masterclasses/overview.md): Master financial modeling in Francis.
- [Conditionally Assign General Ledger Categories](https://docs.francis.app/masterclasses/support-articles/assign-gl-categories.md): Use IF statements to present amounts as assets or liabilities depending on the sign.
- [Failed cash flow check](https://docs.francis.app/masterclasses/support-articles/cash-flow-check.md): There are two valid reasons why the cash flow check doesn't match
- [Cash Flow Currency Adjustments](https://docs.francis.app/masterclasses/support-articles/currency-adjustments.md): Make four adjustments to have the cash flow check when converting currencies.
- [Distribute numbers across departments](https://docs.francis.app/masterclasses/support-articles/department-allocations.md): Use formulas to distribute values across departments, when dimensions can't be used
- [Calculating Retained Earnings](https://docs.francis.app/masterclasses/support-articles/retained-earnings.md): Complete a quick fix to set up retained earnings for NetSuite, Xero, or QuickBooks Online.