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

• Tax Number: Input your registered tax number.

• Banking Details: Add your bank account information for payments.

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

• Minimum Time Increment: Define the smallest unit of time billed (e.g., 15 minutes).

• 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 initial numbering sequence.

• 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.

Agencydesk: Setting Up the Finance Tab