Ooctal ERP
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Finance

Currencies, taxes, and payment methods

Configure transaction rules before using financial screens.

1 Min read
Set the company base currency first, then add supported transaction currencies and exchange rates. Create tax rules with the applicable rate and accounting accounts. Configure payment methods and link each method to the correct cash or bank ledger account. Review tax jurisdiction requirements before enabling a tax rule. Do not apply country-specific e-invoicing or tax logic to a company that is outside that jurisdiction.

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