> For the complete documentation index, see [llms.txt](https://help.agencydesk.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.agencydesk.io/company-settings/general/finance.md).

# Finance

Set the agency’s tax, currency, banking and PDF defaults, check Agencydesk number formats, and maintain separate document footers.

Finance settings hold the account’s tax, currency, banking, document-number and footer defaults. Keep Cost Estimate, Invoice and Purchase Order wording separate so each document carries the right information.

## Opening Finance settings

{% stepper %}
{% step %}
Open **Company Settings > General > Finance**.
{% endstep %}

{% step %}
Review **Tax & currency**, **Banking details**, **Document numbering** and **Document footers**.
{% endstep %}

{% step %}
Make the changes you need, then use **SAVE** to store them.
{% endstep %}
{% endstepper %}

## Tax & currency

* **Tax rate %**, **Tax abbreviation** and **Tax no:** the account’s tax details used on Estimates and Invoices. Purchase Order tax follows the Supplier’s VAT setup.
* **Home currency:** the account currency used to display Finance and Report totals. The Job’s Billing Tier supplies its own Job currency.
* **Min time increment (min):** the increment used when the Resource Planner calculates bookings, in minutes. It does not set a billing increment or round logged Task time.
* **Show hours on PDF:** the account preference for showing hours on financial PDFs.
* **Include client abbreviation in job number:** select this if your team uses Client abbreviations in Job numbers.

## Banking details

Enter the payment information your agency uses in **Banking details**. This is the account’s banking text for financial documents; document-specific notes belong in the footer for that document type.

## Agencydesk document numbers

{% stepper %}
{% step %}
In **Document numbering**, find the **Cost Estimate**, **Purchase Order** or **Invoice** row you need.
{% endstep %}

{% step %}
Enter its **Prefix** and **Start at** value.
{% endstep %}

{% step %}
Read **Number preview** to check the format, then click **SAVE** with the rest of your changes.
{% endstep %}
{% endstepper %}

{% hint style="info" %}
**Number preview** shows the format, not the next unused number. For example, prefix CE with Start at 100 previews CE100; it does not reserve CE100 for the next Estimate.
{% endhint %}

## Invoice numbers from Xero

{% stepper %}
{% step %}
Connect Xero first. In **Document numbering**, the switch **Use integration numbers for invoices and purchase orders** is shown only when an accounting system is connected.
{% endstep %}

{% step %}
For Invoice numbering, switch it on and click **SAVE**. Open a draft Invoice and check that the action reads **Issue & Sync**. Issuing then sends a draft to Xero and uses Xero’s number in Agencydesk.
{% endstep %}

{% step %}
With the setting off, Invoices use the Agencydesk prefix and number settings; sync the issued Invoice separately when needed. Cost Estimates always keep Agencydesk numbering.
{% endstep %}
{% endstepper %}

Check the Invoice’s saved number after issue. A Number preview is a format example, not a reserved number or proof that an Invoice has been issued.

## Document footers

{% stepper %}
{% step %}
Select the **Cost Estimate**, **Purchase Order** or **Invoice** tab under **Document footers**.
{% endstep %}

{% step %}
Edit that document’s footer text.
{% endstep %}

{% step %}
Switch tabs to review the other footers. Switching tabs keeps the unsaved text you entered in each field.
{% endstep %}

{% step %}
Click **SAVE** to store the changes.
{% endstep %}
{% endstepper %}

{% hint style="info" %}
An agency’s finance administrator updates the Invoice payment wording, then switches to Cost Estimate to check its scope note. Separate footer tabs keep the wording with the correct document, and one Save stores the finished settings.
{% endhint %}

## Saving or cancelling

Edits stay unsaved until you use **SAVE**. If you do not want to keep the current edits, click **CANCEL** to restore the last loaded settings. Cancel does not undo a Save you already completed.

For creating and issuing documents, see [Estimates](/jobs/estimates.md), [Invoices](/jobs/financial/invoices.md) and [Purchase Orders](/jobs/financial/purchase-orders.md).


---

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