You are an accountant

The accountant sees: VAT declaration, Credit Reports and Financial Documents.

The other financial screens (payments, treasury, cash registers, bank accounts) are reserved for the administrator or the vendor. If your work requires them, the administrator can give you an additional role.

Start here

1. Reports: VAT declaration, credit reports.
2. Customers and credit: understanding outstanding balances and the aging report.
3. Finance and treasury: financial documents.

Good to know

• Configuration → Taxes: global or rule-based tax calculation.