Once you create an account in Kladana, it will be set up with default settings such as currency, legal and tax details, date and time format, document templates, etc. Let's see what you can customize according to your needs and how to do it:
Currency
By default, the currency is set to the US dollar. You can change it from the list of available currencies or create your own. Note that there can be only one accounting currency.
Legal and Tax Details
In Kladana, you can add legal and tax information to appear in the documents you generate and affect tax calculations in transactions. By default, “Goods and Services Tax” is abbreviated as “GST” and “Goods and Services Tax registration ID” as “GSTIN”.
How to add company legal and tax details and add tax rates
Counterparties Details
In Kladana, there are default counterparty cards. If you need to add more details about the counterparty to show it in printed documents, you may add custom fields in the counterparty card.
How to add additional fields to a counterparty card
Custom Print Forms
In Kladana, you can print documents such as Sales Orders, Purchase Orders, Invoices, Shipment Orders, Labels, Barcodes, and different reports. Default print forms are available for these transactions, but you can customize them to meet your business needs.
How to create and add custom print templates
Some settings in Kladana, such as the date and time format, cannot be changed.
FAQ
1. How do I set the tax rates specific to my country?
Kladana allows you to configure tax rates to comply with your country’s regulations. You can set different tax rates for various types of transactions and ensure they are applied correctly in your documents.
2. Can I customize the invoice format to meet local legal requirements?
Yes, you can customize the invoice format to include specific information required by your country's laws, such as tax identification numbers, legal disclaimers, or specific formatting.
3. Are there options for integrating with local e-commerce platforms and marketplaces?
Kladana supports integration with various e-commerce platforms and marketplaces, including those specific to certain countries.
4. Are there specific integrations available for local accounting software?
Kladana can integrate with popular local accounting software, enabling seamless data transfer and synchronization between systems, which helps maintain accurate and up-to-date financial records.