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  1. Finance & Reports
  2. Cash, Banks & Tax Configuration

Cash, Banks & Tax Configuration

Manage bank accounts, payment gateways, fund transfers, and tax structures.

4 guides in this topic

  • Managing Cash and Bank AccountsOpen Cash and Banks under Finance to review cash, bank, and wallet balances used as payment accounts.
  • Performing Balance TransfersMove funds between cash and bank accounts with Balance Transfer under Finance when you need an internal shift.
  • Configuring Tax & RatesSet up tax names, rates, and inclusion rules under Finance Tax and Rates for sales and other taxes.
  • How Do I Set Up VAT and Service Charge on My Bills?Set tax rates in Tax & Rates and add service charge at Checkout.

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