Tables and Parameters

A series of settings of both tabular pre-coded nature and a correct parameterization of the base algorithms are recommended before proceeding with the management of professional men.

Tables: it is advisable to refer to the section Configuration > Tables > Finance to identify the correct settings for the effects portfolio. The reference forms are: Chart of Accounts, VAT Rates, Euro Fixed Exchanges, Currency Exchange, Ledger Records Templates, Contribution Templates, Profit Centres / cost / Responsibility Centres, Tax Code, Cost driver, Paying-in Modality, Account Types, Withholding Tax Types.

Parameters: it is advisable to refer to the section [Home > Parameters > Finance] to identify the correct setting of algorithms related to the effects portfolio module. The form is Professional Men Parameters.