Finance

Configure tax rates, payment terms, and invoice settings to streamline billing and maintain accurate financial workflows.

Get your financial details in order, your Finance Department will thank you later! This information is vital for generating precise Estimates and Invoices:

• Tax Rate (%): Specify the percentage tax that should be added to your financial documents by default.

• Tax Abbreviation: Specify the abbreviation (e.g., VAT, GST).

• Tax Number: Input your registered tax number.

• Banking Details: Add your bank account information for payments. If banking details are completed, Achencydesk will automatically inject a payment reference containing the relevant Cost Estimate or Invoice number.

• Home Currency: Select your company’s primary operating currency.

• Minimum Time Increment: Define the smallest unit of time billed (e.g., 15 minutes), as well as the smallest unit of time that can be scheduled in on the Resource Planner.

• Cost Estimate Footer: Add any disclaimers or notes for cost estimates.

• Cost Estimate Prefix: Specify a prefix for your cost estimate numbers.

• Cost Estimate Starting Number: Set the starting number for cost estimates.

• Purchase Order Footer: Add notes or disclaimers for purchase orders.

• Purchase Order Prefix: Define a prefix for purchase orders.

• Purchase Order Starting Number: Set the initial purchase order number.

• Invoice Footer: Include payment terms or additional notes for invoices.

• Invoice Prefix: Specify an invoice number prefix.

• Invoice Starting Number: Establish the starting number for invoices.