Image 1: Taxes Flow

Staff may want to include tax like GST when system generate bills. Staff can add the list of taxes in Taxes page. Taxes can be tied to account codes. When user generates bills that have taxes, system will automatically display the inclusive/exclusive tax rate in total bill amount and finance documents such as invoice and receipt.

Image 2: Taxes Settings Page

Add Tax


  1. Find Setting on Navigation Bar located on the left side of the screen > Navigate to Finance
  2. Under Finance, click Taxes > click Add New
  3. In Code field, enter tax code
  4. In Name field, enter tax name
  5. In Rate field, enter tax rate in percentage
  6. In Description field, enter tax description
  7. Set Status slider to Active, if any
  8. Click Save

Image 3: Add New Tax Page

 

Update Tax


  1. Find Setting on Navigation Bar located on the left side of the screen > Navigate to Finance
  2. Under Finance, click Taxes > click Update
  3. Fill and change any required field
  4. Click Save

Image 4: Update Taxes Pages

Delete Tax


  1. Find Setting on Navigation Bar located on the left side of the screen > Navigate to Finance
  2. Under Finance, click Taxes > click Delete
  3. On delete confirmation prompt, click Delete

Image 5: Delete the Taxes Page


 

 

 

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