What's in Setup

Asset Class Groups

Groupings of leased asset classes.

Create a group with a name and add its asset classes, each with a name and code. You manage a group's classes on the group's own page.

Discount Rates

Discount-rate curves used when leases are measured.

Add a rate with a name, type, currency, tenors in years, source, effective date, and optional end date. Built-in system rates can't be edited or deleted.

Exchange Rates

Currency-pair rates that convert foreign-currency lease amounts.

Add a pair with a base and target currency (they must differ), a frequency calendar, and whether it's active. Publisher, publisher ID, URL, and note are optional.

Indices

Published indices and their period values, which drive index-linked rent adjustments.

Add an index with its jurisdiction (a country or country group), type, base period, publisher, status, value type, and frequency calendar. On the index's values tab, add values one at a time or import them from a CSV. System indices are read-only.

Obligation Types

Lease payment categories and their default lease/non-lease split.

Add a type with a name. When your workspace has policy election sets, set the component and allocation for each standard.

Premises Categories

Categories that describe leased premises.

Add a category with a name.

Clause Types

Types of lease clause and what is recorded about them.

Add a type with a name, how it's tracked, and whether it's a key clause.

Guarantee Types

Types of guarantee that can secure a lease.

Add a type with a name.

Hierarchies

Organizational, financial-reporting, or ERP structures that file records and place users and groups.

Create a hierarchy with a name, type, owner, and status; ERP hierarchies also pick the ERP. Then add levels, build the node tree, and set record types and placements.

Legal Entities

Companies in the shared registry connected to your business.

Start from the Organization registry search, then fill in the legal and display name, legal form, market status, country and date of establishment, functional currency, and NAICS code. Manage addresses, identifiers, and affiliations on the entity's page, and propose a merge when two entries are one company.

Agreements

Agreements between legal entities that are not leases, such as franchise or guaranty agreements.

Record the type, name, reference number, status, subject, and dates. Add each party with its role, and grant rights to their holders.

Reporting Entities

The accounting units leases are accounted under.

Create one with a name, market status, fiscal calendar, functional currency, chart of accounts mapping, and accounting standards; each standard gets its own policy elections. You can replicate, archive, and unarchive entities.

Contributions

Suggestions other workspaces made to records your workspace governs.

Review each pending contribution and accept it or reject it, optionally with a reason.

Data Health

Outstanding data checks for leases, premises, legal entities, and members.

Work through the checks by tab. Each check offers its own action, such as Fix, Review, Confirm, Verify Address, Add Domain, or Dismiss.

Policy Election Sets

The accounting policy choices for each standard.

A wizard collects the accounting standard, functional currency, name, adoption date, transactional currencies, and policy elections by asset class. Sets start as drafts: edit the draft, and published sets open as view only. Replicate a set to start from a copy.

Charts of Accounts

General-ledger account lists used to map lease activity to ledger accounts.

Create a chart with a name and effective date, then add GL accounts with a number and name. An account can be deleted only when nothing references it.

GL Coding Templates

Patterns that assemble GL coding strings from lease, account, and hierarchy fields.

Give the template a name, effective date, and pattern. A live preview and token guide show what the pattern produces as you type.

Custom Fields

Extra fields on leases and other supported record types.

Add a field with a label, key, and data type, then set its format, choices, decimal places, which record types it appears on, and whether it's required. You can reorder fields in the list.

User Groups

Named sets of users that share hierarchy placements.

Create a group with a name and description, optionally place it on hierarchy nodes with a role, and add or remove members.

Roles

Permission bundles granted to people or groups.

Create a role with a name and description and tick the permissions it allows. Replicate an existing role to start from a copy.

Users

The workspace roster and the roles its members hold.

Invite members with an email and role, optionally with additional roles, hierarchy placements, and user groups. To invite many at once, upload a CSV bulk invite.

Single Sign-On

Identity-provider sign-in for your organization.

Open the page and hand off to WorkOS for your IT admin to configure the sign-in flows.

Work Queues

Shared inboxes that route incoming work to the right team.

Create a queue with a name and description, then add members. The Work entry in the navigation opens this same list.

Work Flows

Reusable stage pipelines for work items.

Create a flow with a name and description, then add stages. Each stage has a name, instructions, assignee, approval and optional-stage settings, SLA and escalation, and a checklist. Stages can be reordered.

Automations

Automations that run from a trigger and take steps.

Configure a name, status, trigger type and its settings, and the steps to run. Start from a template, reorder steps, run eligible automations on demand, and generate webhook URLs.

Run History

What each Automation did: its triggers, outcomes, and failures.

Read-only. Filter runs by status and trigger type.

Pending Actions

Changes held by automations, and the outcomes of ones already settled.

Read-only. Filter by status.