Finance Settings - Finance Defaults

From the Main Menu, choose Admin |  | Financial Settings | Finance Defaults

Balance Due

Required for financial calculations and communications with the client, enter the number of days prior to the tour that the balance is due.

For Odyssey clients using the Advanced module of Xero Integration, slide the slider to orange to indicate that the Tour start date in Odyssey triggers the balance required (60 days) calculation in Xero

Finance Values

From here you can choose to have Finance values permanently hidden, or showing, depending on your company preferences.

Pricing Model Calculation

Is the client balance owing calculated by

Costs less payments = balance owing

or

Quoted figure less payments = balance owing

Tax Treatment

If pricing model is costed or quoted:

choose between

• adding the company Tax rate
• or the country Tax rate