Professional Features

Discussions about iCompta on macOS
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Aguilberto Junior
Posts: 39
Joined: 08 March 2016, 19:07

Professional Features

Post by Aguilberto Junior » 18 July 2017, 15:29

Using the "Professional Features" available in iCompta, how should I do:

- Add taxes and use them in the registration of a transaction in the field "Taxes category" and "Taxes rate";

- Add a company, or client, and use it in registering a transaction in the "Payee" field.

Thanks in advance for your support!

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Angeman
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Posts: 1805
Joined: 28 December 2008, 21:28
Location: Toulouse, France
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Re: Professional Features

Post by Angeman » 18 July 2017, 15:34

Aguilberto Junior wrote:
18 July 2017, 15:29
- Add taxes and use them in the registration of a transaction in the field "Taxes category" and "Taxes rate";
Taxes are used to autocomplete the "Taxes rate" field of the transactions.
Taxes category is not constrained and you can type there whatever you want. It will then autocomplete with all the values you entered, just like the "Name" field behaves for example.
Aguilberto Junior wrote:
18 July 2017, 15:29
- Add a company, or client, and use it in registering a transaction in the "Payee" field.
Companies and clients are used when making an invoice so they are not directly used by the "Payee" field but you can of course put the same text if you want.

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