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Tax-related User Permissions: Tax - Edit Base Tax Rates: Allows users to activate a new Sales Tax Rate or edit...
July 15th, 2026 24 views 0 likes
Permissions Needed: Tax - Edit Base Tax Rates: Allows users to activate a new Sales Tax Rate or edit an...
June 10th, 2025 708 views 0 likes
Permissions Needed: Categories: Ability to manage categories, or to assign a product to a category. If you'd like someone to...
November 12th, 2022 12607 views 1 likes
Permissions Needed: Categories: Ability to manage categories, or to assign a product to a category. Tax - Edit Base Tax...
November 11th, 2022 8133 views 0 likes
Permissions Needed: Products / Vendor Products - Add/Edit Master Data: Ability to manage information in the Master Data section of...
July 16th, 2026 16 views 0 likes
Permissions Needed: Taxation - Edit Customer Tax Exceptions: Allows users to configure Customer Tax Exceptions. These reasons can then be...
November 11th, 2022 11391 views 0 likes
Note: Always search for variations of the customer's name, including misspellings, before adding them. Getting started Add from a transaction:...
November 10th, 2022 18650 views 1 likes
Permissions Needed: Tax - Sales Item Tax Override: Ability to override the default tax rate on items at the time...
November 11th, 2022 13339 views 1 likes