Settings
Tax, currency, chart of accounts and document numbering.
- Settings overview Settings is the hub for everything you configure about your organisation: its details, how it does its bookkeeping, its billing account, and your own profile. This guide explains…
- Edit your organisation details Your organisation details are the name, contact information, business type and locations that identify your business. This guide covers editing those details and managing your…
- Close your account or delete an organisation When you no longer need Sales Scribe — or one organisation within your account — you can
- VAT registration and territory If your business is registered for VAT, Sales Scribe needs to know so that it charges and reports VAT correctly. This guide covers the VAT Registration setting, your VAT Number /…
- Tax rates A tax rate is a named percentage — for example "Standard Rate (20%)" or "Zero Rate (0%)" — that Sales Scribe applies to invoice and purchase lines to work out VAT. This guide…
- Share tax rates with a tax profile A tax profile is one set of tax rates that several organisations can use. Set the rates up once, give the profile to the organisations that should follow it, and when a rate…
- Set your functional currency Your functional currency is the single currency your organisation keeps its books in — its home, or reporting, currency. This guide explains what it is, when it is set, and why it…
- Manage exchange rates The FX Rates page shows the exchange rates Sales Scribe has stored for converting between currencies. This guide explains where the rates come from, how they are worked out, how to…
- Understand the Chart of Accounts Your Chart of Accounts is the complete list of ledger accounts your organisation uses to classify every transaction. This guide explains what it is, how accounts are described, and…
- Add or edit a ledger account You can extend your Chart of Accounts with your own ledger accounts, and edit, archive or delete the accounts you are allowed to change. This guide covers each of those actions.
- Configure your Accounting Settings Accounting Settings is where you tell Sales Scribe which ledger account to use for each bookkeeping role — the receivables account, the VAT accounts, the foreign-exchange accounts…
- Set your financial year end Your financial year end is the date your accounts are made up to. Telling Sales Scribe what it is turns on financial-year reporting: reports can cover your actual year rather than…
- Lock your books A posting lock stops anything being dated into a period you have finished with. Once you set it, nothing on or before that date can be posted, edited or voided — unless someone…
- Credit control Credit control decides what happens when creating or issuing a sales invoice would take a customer past their credit limit. Only customers with a credit limit on their record are…
- Set your default product accounts Your default product accounts are the ledger accounts Sales Scribe falls back to when a product does not name its own. Setting them once means you rarely have to think about…
- Document numbering Each type of document you issue — invoices, credit notes, quotes, purchase orders and so on — is given a unique reference number from its own running sequence. This guide explains…
- Payment instructions on documents Payment instructions are the note that tells your customer how to pay you — typically your bank name, sort code, account number and a payment reference. This guide covers setting a…
- Manage payment methods A payment method describes how money moved — bank transfer, card, cash, cheque and so on. You choose one every time you record a customer or supplier payment. Each method is linked…
- Product categories Categories group your products and services and can carry default settings — a tax rate and ledger accounts — that the products inside them inherit. This guide explains what…