Finance
Number and VAT formats, financial automation, PDFs, cash documents, and Expense approval.
- Financial settings and their purposeWhere to find financial settings and which areas of the system they control.
- Formatting numbers, prices, and VATHow to select numerical precision, currency formatting, and VAT calculation settings.
- Debtors, salesperson, balances, and overpaymentsSalesperson assignment, debt control, customer balances, and overpayment application.
- Locking Sales TransactionsHow to protect sales documents from a closed period against modification.
- Invoices settings and automated actionsNumbering, terms, sending, editing, and customer portal options.
- Financial document PDF contentHow to select document details, information, images, and the filename.
- Prepayment and Credit Note settingsNumbering, automatic actions, conversion, and PDF content.
- Opportunities financial settingsOpportunities numbering, Kanban, pricing, stages, and PDF.
- Cash receipt and disbursement vouchers and payment methodsCash document numbering, details, and links to payment methods.
- Expenses approval and editing limitsHow to enable the Expenses attachment and restrict editing based on status.