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General information about the Financial settings section
General information about the Financial settings section

Learn how to use the financial settings in Orderry

Xenia avatar
Written by Xenia
Updated over 2 months ago

If your company is a taxpayer, you can set up and apply tax rules to goods and services added to orders, sales, invoices, and postings in Orderry.

There is an opportunity in the Settings > Finance section for convenient work:

  • Create a tax rate - the ability to create a tax rule according to the type of activity of your company;

  • Application of taxes - set up the application of taxes for products and services in work orders, sales, estimates, and postings;

  • Taxation exceptions - if your company can apply several taxation systems or different taxes for products and services, you can create exceptions for such situations;

  • Rounding - set up rounding for documents (work orders, postings, sales, returns to supplier, and returns to customer).

In addition, Orderry has the ability to edit taxes in documents(work orders, estimates, sales, and postings).

Please note that when you pay after registration in the Orderry system, taxes and tax rules for orders, sales, and postings in the Settings > Finance section are transferred using the filled-in template. If taxes and rules for their application are not filled in, the settings of the tax block remain unchanged.

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