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How to edit taxes in the mobile application?

Learn how to edit tax settings in mobile app documents, adjust taxes, and ensure accurate financial accounting

Xenia avatar
Written by Xenia
Updated this week

In mobile application Orderry, you can change taxes in documents: work orders and sales.

To be able to edit taxes in the mobile application, the “Can edit taxes in documents” permission must be enabled in the Settings > Employees > Roles section of the settings and the “Use taxation system” checkbox with the configured taxes must be enabled in Settings > Finance > Taxes.

To edit taxes in a created document:

1. Open the document in which you want to change taxes for a product or service.

2. Select the item in the document for which you want to change the tax and open editing.

3. In the Taxes section, you can:

  • Replace an existing tax;

  • Add a new tax for a product or service;

  • Delete the applied tax.

Editing taxes when creating a document:

When creating a document, by adding an item, you can adjust the taxes that will be applied in this document for goods or services.

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