Finance & Accounting

The Finance & Accounting module lets you manage current accounts, their classifications, and tax definitions. Follow the left-menu order in this section to review records and create new definitions.

Module menu

  • Current Account Management
    • Current Accounts
    • Create Current Account
    • Current Account Groups
    • Current Account Categories
  • Tax Definitions
  1. Define Current Account Groups and Current Account Categories first.
  2. Create the required tax type and its rate or amount definitions.
  3. Complete the legal name, address, and required fields on Create Current Account.
  4. Relate the account to a group, category, responsible employee, and price list.
  5. Check the record and its detail tabs from Current Accounts.

Complete all required fields before submitting a current account. The live ERP screens were verified in view and form states without changing data.

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