Required: System Administrator/Manager
Location: Main Menu – Account Admin – Settings – Subscriber Settings – Financial Tab
Subscriber Financial Settings
Note! Company settings will override Subscriber settings. If your Finance person cannot access Subscriber settings they can set financial details in company and co-ordinate with System Administrator/Managers to replicate information between Subscriber and Company areas of SpyderFlow.
- Tax details
- Billing details
- Invoicing
- Bank details
Tax details
Set default Tax code and rate before creating any orders, invoices through SpyderFlow
- Tax Code – Choose from drop down. If no options set through Fields –> Tax Code
- Tax Rate – Tax Rate will populate in accordance with Tax Code.
Billing details
Name – The default billing name which is displayed on any generated invoice documents
Address – The default billing address which is displayed on any generated invoice documents.
Suburb – The default billing suburb which is displayed on any generated invoice documents.
State – The default billing state which is displayed on any generated invoice documents.
Country – The default billing country which is displayed on any generated invoice documents.
Postcode – The default billing postcode which is displayed on any generated invoice documents.
Invoicing
Business Registration # – The default business registration number which is displayed on any generated invoice documents).
Please Note – Any additional comments which are displayed on any generated invoice documents under a Please Note section).
Credit Advice – Any additional comments which are displayed on any generated credit note documents under a Credit Advice section).
Bank Name – The default bank name which is displayed on any generated invoice documents).
Bank details
Check you are in EDIT view. If not scroll to top of page and click Edit.
- Click +ADD to input Header and Value for each of the bank details.
- Header – Type text ‘BSB’
- Value is the BSB Number for example 897 345
- Header = Type text ‘Account No’
- Value is the number for the account e.g. 5689 876 235
