Company configuration

Everything under Configuration shapes how Fisetra behaves for your company. Most of it is set once during setup and revisited rarely.

Users, roles and access rights are large enough to have their own chapter — see Users and access.

Each screen has its own capability, so you may see only part of this menu.

Company Profile

Configuration → Company → Company Profile holds your company's identity: its name, description and default currency, plus its branding.

You can upload three images:

Image	Where it appears
Large logo	The expanded sidebar and sign-in screens
Small logo	The collapsed sidebar
Favicon	The browser tab

These are per company, so people who work across several companies get a clear visual signal of where they are. Upload all three — a company with only a large logo looks unfinished the moment someone collapses the sidebar.

Transaction Configuration

Configuration → Company → Transaction Configuration sets the rules each document type must satisfy before it can be submitted.

For each type — movement, disposal, reverse disposal, stock opname, capitalization and the rest — you can require:

Rule	Effect
Attachment required	The document cannot be submitted without a file
Minimum and maximum files	How many attachments are allowed
Maximum file size	The largest file that can be uploaded, in MB
Carbon Copy required	The document cannot be submitted without recipients
Minimum and maximum Carbon Copy	How many recipients are allowed

This is where you encode your evidence policy. Requiring an attachment on disposals means nobody can write an asset off without paperwork, which is usually the point.

Set these before people start raising documents. Tightening a rule later leaves existing drafts unable to submit until they are brought into line.

Running Number

Configuration → Running Number controls the codes Fisetra generates. There are two sections: Global for documents and master data, and Asset for asset codes.

Each master type — asset addition documents, movement documents, departments, and so on — has its own configuration:

Setting	Meaning
Prefix	Text placed before the number
Digit	How many digits the number is padded to with leading zeros
Suffix	Text placed after the number
Current Number	The counter's present value
Active	Whether this configuration is in use

The result is simply prefix, then the zero-padded number, then suffix.

WARNING

No separator is added for you. A prefix of IA with 5 digits produces IA00001, not IA-00001. If you want the hyphen, make the prefix IA-.

Preview before saving. Numbering is visible on every document from then on, and changing it later leaves your records inconsistent — the old documents keep their old format.

Counters are per company. Two companies using Fisetra never share a sequence.

Email Template

Configuration → Email Template customises the emails Fisetra sends: approval requests, approval and rejection notices, completion notices, user invitations, password resets, maintenance notifications and Self-Monitoring requests.

Each template has a subject, a body you edit with formatting, and a set of placeholders that are replaced with real values when the email is sent — the recipient's name, the document number, the confirmation link.

Keep the placeholders. Deleting the one that carries the confirmation link produces an email with no way to act on it, which is a support ticket waiting to happen. Send yourself a test after editing.

Templates are per company, so your emails carry your wording rather than a generic default.

Custom Field

Configuration → Custom Field Menu → Custom Field adds fields Fisetra does not have out of the box — a cost centre, a contract reference, an insurance policy number.

Define them once and they appear on the Custom Field tab of every asset. See Managing assets.

Add fields you will actually fill in. An empty custom field on ten thousand assets is worse than not having it, because it looks like missing data rather than an unused option.

Custom Field Chart

Custom Field Chart turns a custom field into a dashboard chart, counting assets or summing values by that field. Useful for anything you would otherwise export to a spreadsheet to count — assets by cost centre, value by contract.

Currency Rate

Configuration → Currency Rate maintains exchange rates for the currencies in your master data.

Rates change; the currency list does not, which is why they are separate screens. Keep rates current if you record assets in more than one currency — reported values depend on them.

Regulation Information

Configuration → Regulation Information stores reference material your users need: policy documents, regulatory notes, internal procedures. Entries are typed as either information or regulation, can carry attachments, and can be pinned to the dashboard.

Pin sparingly. A dashboard with a dozen pinned notices is one nobody reads.

Common problems

Problem	Why	What to do
A configuration screen is missing	Your role does not include it	Ask your administrator
Documents cannot be submitted after a rule change	Existing drafts no longer satisfy the new rule	Add the attachments or recipients the rule now requires
Generated codes have no separator	None is added automatically	Put it at the end of the prefix, e.g. IA-
Numbering changed and old documents look different	Existing documents keep the number they were given	Expected — numbers are never rewritten
An email arrives with no link	A placeholder was removed from the template	Restore it and send a test
A custom field is not on assets	It was not saved, or you are looking at an asset tab you cannot view	Re-check the definition and your capabilities
Converted values look wrong	The exchange rate is out of date	Update Currency Rate