Introduction
What are the Lookup tables?
After you subscribe to MSPCFO, information comes into our database from your PSA. We pull your data by using the reporting API. MSPCFO's software has additional settings that must be initialized to process your data into meaningful reports. Many of these setting are established in the Lookup tables.
Lookup Tables/Customization
Lookup tables are initially set up by a member of the MSPCFO Client Success Team before the first on-boarding call to the client. Users designated as "Admin" can make changes to the MSPCFO system by updating the Lookup tables to ensure the data best represents your business's operations.
Calculations for the new settings take place after the regular data feed from the PSA (midnight and noon local time). When settings are changed in MSPCFO, the user can force calculations by using the "Calculate Report Data" link under the Play button in the top right of the screen. To learn about this function click here.
Where do I find the Lookup tables?
When you sign into your account on MSPCFO, your primary screen is the Dashboard. The Lookup table button is on the left of the page among the report buttons.
The following articles in this chapter describe each Lookup Table, the purpose for the table, and an overview of making changes.
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