4. Financial & Creditors


  • Financial Toggles:
    • VAT: GoodX only works on None or Inclusive of VAT
      • No: If the Practice doesn't have a VAT number this Option will be selected
      • Yes: If the Practice is registered for VAT this Option will be selected
    • VAT Report: The moment an Invoice is posted you will get a VAT Report of the Invoices according to the next 2 options. (To be confirmed by Practice Auditor)
      • Print according to Invoice date: Date the Invoice was posted
      • Print according to date of Payment: Date the Invoice was settled/paid
  • New Type of balance sheet: This option must always be marked/selected
  • Force descriptions on Cashbook transactions: Main descriptions for all receipts on Cashbook
  • Ledger schema: This option is used where you will see what Entity is linked to what Ledger Profile.
  • Creditor toggles: This option allows you to give discounts on debtor accounts
    • Use settlement discount (Always ON)
    • Account Prefix - Creditor account prefix (Cannot be changed)
  • Bank details: VERY IMPORTANT. The Practice/Dr's bank details must be completed here. This will be printed on the Invoices and Statements. VERY IMPORTANT to capture correctly.
  • Print fixed banking details on This option (both) will always be on by default. The Practice banking details will print on the selected options below.
    • Statement
    • Invoice
    • Both
    • None