Financial

Account Financial Settings

Account Financial Settings contains financial (invoice) settings for the current account.

Organization Name is the organization’s legal trading name, as you would like it to appear on invoices.
Tax (number/banking) Number is the tax/banking identification number.
Tax Label is the tax number label for your organization (for example, enter “ABN” for Australian Banking Number, or “VAT ID” for a UK organization).
Invoice Numbering Preference is a setting to choose an invoice numbering preference:
Sequential invoice number per event only, beginning with 1
Sequential invoice number per event only, beginning with Event Code + the sequential number
Use Parent Account Tax Codes –

E-Commerce Accounts

This section lists E-commerce accounts assigned to the currently selected account.

May be a multi-page list.

E-commerce accounts are listed in ascending, alphabetic order by descriptive name.

Inactive accounts show at the bottom of the list, in a separate section, titled "Deleted".

Click a row to see (or edit) the details of that e-commerce account.

To create an e-commerce account, click the Add New button to create an e-commerce account using the E-commerce Accounts Details page.

Tax Code Settings

This section lists tax code templates that have been defined for the current account. This may be a multi-page list.

Tax code templates are used to define tax codes for inclusive taxes at the event level. Within an event, tax codes can be applied to any fee-based item (such as an attendee type, agenda item, or session).

Tax code templates are listed in ascending, alphabetic order by descriptive name.

Inactive tax codes show at the bottom of the list, in a separate section titled "Deleted".

Click a row to see or edit the details of that record.

To create a tax code setting, click the Add New button to create a tax code using the Account Tax Codes page.

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