And this is how it works...
Where can I find this function?
Make sure you are at your trust level.
Navigate to ⨠Tenants. Here you can create new clients (1) or manage existing clients (2).
Create tenant incl. VAT settings
Navigate to ⨠Tenants and click ⨠ +Tenant.
❗ Tip: Use our new filter menus to search tenants specifically according to certain criteria. The most recently used criteria are saved under "quick views".
Here you can activate/deactivate the client.
Enter all address data.
Check this box if you want the created client to act as a template.
Select if the client is active and enter the start date.
Activate the checkboxes if the accounting or payroll module should be displayed on the SME level.
If the invoice control is activated, each uploaded document is checked for invoice recipient and VAT. If the details differ from those stored on Accounto, the document will be displayed as "invalid".
Enter the start and end date of the fiscal year.
If the company is liable to VAT, enter here all the details of the accounting method.
Here you can enter company-related notes.
Edit VAT Codes
If you want to include accounts in the VAT statement, you must first create a VAT group associated with a digit in the VAT statement. In this group you can add the account to which the tax amount will be posted. After that, you just need to add the tax group to the account in the chart of accounts.
Navigate to ⨠Settings ⨠VAT Codes.
Here you can add a new VAT group (1), edit groups (2) or add new codes to existing groups (3).
Deposit company logo
In this article we will explain how you can store the company logo.