Financial

Access:   >  Account Settings > Registration > Financial Data   (Accessible only to Administrators.)

Account Financial Settings

This section contains financial (invoice) settings for the current account.   

• Organization Name – Enter the organization name (generally, the legal trading name of the organization), as you would like it to appear on invoices.

• Tax (number/banking) Number – Enter your tax/banking identification number.

• Tax Label – Enter the tax number label for your organization (for example, enter “ABN” for Australian Banking Number, or “VAT ID” for a UK organization).

• Invoice Numbering Preference – Select an invoice numbering preference:

• • Sequential invoice number per event only, beginning with 1 – this will generate a sequential (within this event) invoice number for each invoice.

  • Sequential invoice number per event only, beginning with Event Code + the sequential number – this will generate a sequential (within this event) invoice number, pre-fixed by the event code, for each invoice.

• Use Parent Account Tax Codes –

E-Commerce Accounts

This section lists E-commerce accounts assigned to the currently selected account.

May be a multi-page list.

E-commerce accounts are listed in ascending, alphabetic order by descriptive name.

Inactive accounts show at the bottom of the list, in a separate section, titled "Deleted".

Click a row to see (or edit) the details of that e-commerce account.

To create an e-commerce account

Click the Add New button to create an e-commerce account using the E-commerce Accounts Details page.

Tax Code Settings

This section lists tax code templates that have been defined for the current account. This may be a multi-page list.

Tax code templates are used to define tax codes for inclusive taxes at the event level. Within an event, tax codes can be applied to any fee-based item (such as an attendee type, agenda item, or session).

Tax code templates are listed in ascending, alphabetic order by descriptive name.

Inactive tax codes show at the bottom of the list, in a separate section titled "Deleted".

Click a row to see or dedit the details of that record.

To create a tax code setting

Click the Add New button to create a tax code using the Account Tax Codes page