How to set up a fiscal position in accounting app?

To set up a fiscal position in Metro ERP's Accounting App, follow these steps:

1) From the main dashboard, select the "Accounting" module.

2) Within the Accounting module, go to the "Configuration" menu and then select "Fiscal Positions".

3) Click the "Create" button to start adding a new fiscal position.

4) ​A form will appear for you to fill in the details of the fiscal position.

5) Enter Fiscal Position Details:

• Name: Enter a name for the fiscal position.
• Legal Note: Provide a brief description of the fiscal position. (Optional)
• Tax Mapping: Set up tax mapping rules if applicable. This allows you to specify how different taxes are applied under this fiscal position.
• Account Mapping: Define any specific account mappings that should be used for transactions under this fiscal position.

6)  Once all the details are filled in, click the "Save" button to save the new fiscal position.

7)  Verify the Configuration:

• After saving, verify that the fiscal position has been correctly added by checking the list of fiscal positions.
• Ensure that all settings are correct and that the fiscal position is active.
  

To get more details to set up a fiscal position, please do contact us at  support@metrogroup.solutions