The Financials tab in the Partner is where you will find all relevant financial information.
The Financial Settings card shows you the current settings you have configured for the Partner.
The Financial Settings card for a Partner
Financial settings store the following configuration:
- Default Tax Rate
- Selectable from the Tax Rates configured for the Organisation
- Default Revenue Account
- Selectable from the Revenue Accounts configured for the Organisation
- Default Cost Centre
- Selectable from the Cost Centres configured for the Organisation