Fiscal Localization

Taxes, fiscal positions, chart of accounts & legal statements for your country

Taxes

Default Taxes

Default taxes applied to local transactions

Rounding Method

How total tax amount is computed in orders and invoices

Cash Discount Tax Reduction

When will the tax be reduced when offering a cash discount

Compute tax rates based on U.S. ZIP codes

Apply VAT of the EU country to which goods and services are delivered.

Allow to configure taxes using cash basis

Fiscal Country

Domestic country of your accounting

Currencies

Main Currency

Main currency of your company

Update exchange rates automatically

Customer Invoices

Default Sending Options

Those options will be selected by default when clicking "Send & Print" on invoices

Send invoices and payment follow-ups by post

Select specific invoice and delivery addresses

Line subtotals tax display

Get warnings when invoicing specific customers

Define the smallest coinage of the currency used to pay by cash

Collect information and produce statistics on the trade in goods in Europe with intrastat

Default Incoterm

Default Incoterm of your company

Activate to create sale receipt

Add your terms & conditions at the bottom of invoices/orders/quotations

Preview

Trigger alerts when creating Invoices and Sales Orders for Partners with a Total Receivable amount exceeding a limit.

Customer Payments

Let your customers pay their invoices online

Group payments into a single batch to ease the reconciliation process

Collect customer payments in one-click using Euro SEPA Service

Save this page and come back here to set up the feature.

Add a payment QR-code to your invoices

Vendor Bills

Activate to create purchase receipt

Vendor Payments

Print checks to pay your vendors

Pay your bills in one-click using Euro SEPA Service

Digitization

Digitize your PDF or scanned documents with OCR and Artificial Intelligence

Save this page and come back here to set up the feature.

Default Accounts

Post Exchange difference entries in:

The following default accounts are used with certain features.

Bank & Cash

Import your bank statements in CSV

Import your bank statements in QIF

Import your bank statements in OFX

Import your bank statements in CAMT.053

Fiscal Periods

Navigate easily through reports and see what is behind the numbers

Analytics

Track costs & revenues by project, department, etc

Use budgets to compare actual with expected revenues and costs

Monitor your product margins from invoices

Storno Accounting

Use Storno accounting

Accounting Firms mode

Accounting firm mode will change invoice/bill encoding:

- The document's sequence becomes editable on all documents.

- A new field « Total (tax inc.) » to speed up and control the encoding by automating line creation with the right account & tax.

- A default Customer Invoice / Vendor Bill date will be suggested.

Settings ir.actions.act_window res.config.settings form inline {'module' : 'account', 'bin_size': False}