finances – introduction
ConnectOS contains a full finances module with which you can manage your whole accounting processes or send collected data to your accountant with just one click. The basis of ConnectOS’ finance module are, like they are for many other modules, the mandators.
subtitles for this video will be available soon
finances – introduction
ConnectOS contains a full finances module with which you can manage your whole accounting processes or send collected data to your accountant with just one click. The basis of ConnectOS’ finance module are, like they are for many other modules, the mandators.
subtitles for this video will be available soon
finances – introduction
ConnectOS contains a full finances module with which you can manage your whole accounting processes or send collected data to your accountant with just one click. The basis of ConnectOS’ finance module are, like they are for many other modules, the mandators.
subtitles for this video will be available soon
1.
1. finances basic settings
In order to start processing your finances, there are a few basic settings that must be considered. These options need to be defined in settings > mandators, which can be found in the left menu bar. Simply choose your mandator of interest and open the category FINANCES in the submenu bar on top of the window.
2.
2. financial year, balance sheet date and sales tax
The first few things that have to be defined are the beginning of the financial year, the balance sheet date and wether it is about a taxation on a cash receipts basis or on an invoice basis. All these informations have to be set just once and can not be changed afterwards.
If there is any lack of clarity regarding these topics or terms, there is a detailed guide that can be viewed when clicking HERE.
(The guide can also be opened here on this page.)
3.
3. tax office, tax number and tax exemption
In addition to the things mentioned above the tax office as well as the seven-digit tax number as an identification of the taxpayer have to be defined. The tax number needs to be set without spaces or separators. If there is a tax exemption applied to a mandator, this can simply be added by clicking +.
If all options are set, the entry can be closed by clicking SAVE.
1.
1. finances basic settings
In order to start processing your finances, there are a few basic settings that must be considered. These options need to be defined in settings > mandators, which can be found in the left menu bar. Simply choose your mandator of interest and open the category FINANCES in the submenu bar on top of the window.
2.
2. financial year, balance sheet date and sales tax
The first few things that have to be defined are the beginning of the financial year, the balance sheet date and wether it is about a taxation on a cash receipts basis or on an invoice basis. All these informations have to be set just once and can not be changed afterwards.
If there is any lack of clarity regarding these topics or terms, there is a detailed guide that can be viewed when clicking HERE.
(The guide can also be opened here on this page.)
3.
3. tax office, tax number and tax exemption
In addition to the things mentioned above the tax office as well as the seven-digit tax number as an identification of the taxpayer have to be defined. The tax number needs to be set without spaces or separators. If there is a tax exemption applied to a mandator, this can simply be added by clicking +.
If all options are set, the entry can be closed by clicking SAVE.
1. finances basic settings
In order to start processing your finances, there are a few basic settings that must be considered. These options need to be defined in settings > mandators, which can be found in the left menu bar. Simply choose your mandator of interest and open the category FINANCES in the submenu bar on top of the window.
1.
2.
2. financial year, balance sheet date and sales tax
The first few things that have to be defined are the beginning of the financial year, the balance sheet date and wether it is about a taxation on a cash receipts basis or on an invoice basis. All these informations have to be set just once and can not be changed afterwards.
If there is any lack of clarity regarding these topics or terms, there is a detailed guide that can be viewed when clicking HERE.
(The guide can also be opened here on this page.)
3. tax office, tax number and tax exemption
In addition to the things mentioned above the tax office as well as the seven-digit tax number as an identification of the taxpayer have to be defined. The tax number needs to be set without spaces or separators. If there is a tax exemption applied to a mandator, this can simply be added by clicking +.
If all options are set, the entry can be closed by clicking SAVE.
3.