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All posts in Web Interface Administration

Issuing tax receipts

In order to be able to issue tax receipts following the receipt of a payment. you will first need to have previously enabled their issuance from the company's tax settings. Click here to read the article on configuration. There are three ways to proceed with the issuance of a tax receipt. Issuing tax receipts from the section . . . Continue reading...

Configuring Funds or Financing

To create funds or grants (if enabled) navigate to Master Data → Funds and, from the next screen, click the "Add New Fund or Grant" button. From the next screen fill in the following fields: Fund Name: the name of the fund or funding (required field) Fund Description: any description of the fund or funding Click . . . Continue reading...