Finance Settings

If you have the finance package you will need to complete the settings in the screenshot below. To get to this screen go to Administration | System | Finance.

Current GST Rate (or VAT rate)

This is used in some places to calculate the tax applicable to the transaction.

Currency symbol

Used throughout to show the symbol for your currency.

Currency code

List of codes we support. This is used to help convert numbers into words amongst other items. Let us know if you want an additional one.

First month of the tax year

Used in various finance pages to default the first month. Note that this can be moved around as required because infoodle doesnt have a year end process.

Charity number, name and address lines of charity

These are used when you use the default {tax_receipt} personalisation when generating receipts.

Default 'receipt to'

What default you want when infoodle adds a new person to the database.

Default 'receipt when'

What default you want when infoodle adds a new person to the database.

Personal fundraising options

This adds another tab to a persons own finance screen. It is used by those organisations who have contacts in the database who are receiving funds from donors also in infoodle and they have fund raising goals to achieve in particular.