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Presentation of your Freemium environment

Find out everything you need to know about your Freemium environment in this article.

Table of contents : 

  1. 5 minutes to figure it all out! 
  2. The navigation
    1. The app bar
    2. The context bar
    3. The menu bar
    4. The right sidebar
  3. Other icons and abbreviations
  4. Premium features

1. EMAsphere-icons-positive-44 5 minutes to figure it all out! 

2. The navigation

a. The app bar

It is located at the top of the screen, both on the Dashboard and on any page in your environment.

On the left-hand side of the bar you will find the applications : 

Reporting This application contains the menu of your environment. 

The following 3 apps bring together sections that are only available in Premium subscriptions. This gives you an overview of the many features offered by EMAsphere.

Creation This application groups the different sections related to the creation of your environment. Depending on your subscription, you can find sections that allow you to create tables, charts, KPIs and slide decks.
Settings Here you will find the different sections for setting up your environment.
Depending on your subscription, you can find the sections that allow you to manage the analytics, account categories, financial years and operational data flows (non-accounting data).
Share This application allows you to manage your users and access right.

 

EMAsphere-lightbulb-dark-green-bright-green If you wish to open a section in a new tab, right-click on it.

 

On the right side of the app bar, you will find a search bar and various icons: 

Search bar: allows you to search directly for a section in the various application. Move your mouse over the icon or use the shortcut CTRL+SHIFT+F to expand the search bar.
Premium icon: represents the features included in Premium subscriptions
Refresh icon: this refreshes the dashboard page. 

This function is useful, for example, to check whether the data has been updated after an import or a change in the configuration of your environment.
Help Centre: Got a question? The answer is probably in the Help Centre! Click on this icon to access the documentation. If you do not have access to the Help Centre, contact the support team: support@emasphere.com, an activation link will be sent to you.

Notifications icon:

This icon gives you access to your notifications.

You can set your notification preferences in the User settings section.

User settings icon: Here you can manage your profile, account and notification preferences

EMAsphere-icons-positive-22 For more information on user settings: click here

b. The context bar

It is located at the top of your screen, below the app bar.


The context bar contains the following components:

Icons Functions
The name of the entity
Date on which data is displayed
The currency of the entity

c. The menu bar

It is located on the left-hand side of your screen. 

The menu bar contains the following options: 

Display the list of menus
The menu's sections
Reduce the size of your menu bar
Expand the size your menu bar
 

d. The right sidebar

It is located on the right-hand side of your screen:  

The right sidebar contains the following icon  allows you to apply filters by page

3. Other icons and abbreviations

a. Other icons

 

Icônes 

Fonction

Expand grid or chart

Collapse grid or chart 

Refresh the page.

Group figures by the thousands or millions

Function for hiding columns selected via the drop-down menu

Function for hiding empty rows in a table

b. Abbreviations

 

Abbreviation Definition
Temporal Abbreviation
YTD Year-to-Date
FY Full Year
EoM End of Month
CY Current Year
LY Last Year
LM Last Month
PY Previous Year
Mth Month
FE Full Exercise (= financial year)
Q Accounting Quarter
L12M Last 12 Months
RoY Rest of Accounting Year
CQ Civil Quarter
LstDCMth Last Day of Month
MthTod Month to Today
SDay Selected Day
Tod Today
YTod Year To Today
Other Abbreviation
GM Gross Margin
P&L Profit and Loss
Var Variation

4. Premium features

You have discovered your Freemium environment and would like to go further in the use of EMAsphere? Find out here about all the features available in the Premium versions of EMAsphere. 

a. Consolidated reporting

Your version of EMAsphere allows you to analyse data from a single entity.

If you have several entities, the platform can also automatically generate a consolidated reporting. This gives you a view on a group basis or entity by entity.

Among other things, EMAsphere lets you manage several currencies, different charts of accounts and generate a table for eliminating intercompany balances.

b. Forecast

We have developed tools to support you at every stage of the budgeting process, from a 5-year overview to very precise forecasts.

You can create different types of forecast to help you anticipate changes in your performance over the short, medium and long term.

Top-Down-Forecast

  • Get a high-level view of your company's future.
  • Simulate different forecast scenarios and see the potential impact on your data (sales, cash flow, working capital requirements, etc.) in real time.

P&L Forecast

  • Define in detail your forecast P&L for the coming months or year. You can start from a previous budget or from scratch.
  • Easily create Reforecasts if your company's situation changes.

Cash Forecast

  • Anticipate your cash requirements or investment opportunities using the Cash Forecast.
  • Update your forecasts and automatically see the impact in the Cash Flow table.

c. Customised configuration of your environment

You have the option of customising your environment.

Firstly, by creating different menus. You can share these menus with different people, depending on what you wish to communicate or not.

Secondly, you can create your own tables: from the income statement table to the intercompany follow-up table, as well as the table with an analytical view, etc. You can create any type of table in EMAsphere.

You can also create new charts tailored to your business! Bar charts, diagrams, histograms, waterfalls, radar, pyramids, etc. Dozens of different charts are available and can be customised.

You can also choose KPIs from the EMAsphere catalogue or create your own. KPIs allow you to see a figure at a glance, compare it with previous months/years, and with what has been budgeted.

Enjoyed the preview of these features? Don't hesitate to request a demo online.

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You are ready to use EMAsphere !