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Tenant Administrator — Finance guide

Set up the finance module once, properly.

Configures the module — country pack, taxes, journals, periods and the finance settings every other role works inside.

What you will be able to do

  • Check which country rulebook is installed
  • Review tax rates and tax groups
  • See the report layouts the team will use
  • Keep filing dates in view before they arrive

What this role can and cannot do

CanCannot
  • Change the company's settings
  • See the tax rates in use
  • See how the journals are set up
  • Nothing in this list is closed to this role.

7 steps, each one carried out in the product on .

Check what your sign-in can do #

Where Your name, top right » Profile

  1. Open your company's address in the browser — it looks like yourcompany.tarleaks.com.
  2. Type the e-mail address your administrator set up for you, then your password.
  3. You land on the app launcher: a grid of the apps your company uses.
  4. Click your name, top right.
  5. Choose Profile.
Tenant Administrator view of check what your sign-in can do in Tarleaks ERP
The role chip reads Tenant Admin.

You should see It says Tenant Admin. The settings every finance role works inside are yours to change.

Open the finance settings #

Where Settings » Finance

  1. Open Settings from the app launcher.
  2. Click Finance.
  3. Read the base currency and the posting rules.
Tenant Administrator view of open the finance settings in Tarleaks ERP
What you set here applies to everybody working in Finance.

You should see This is the one place the module's behaviour is set for everybody.

Check the country rulebook #

Where Settings » Finance » Country pack

  1. Still in Settings, scroll to the country rulebook section.
  2. The installed version is marked.
Tenant Administrator view of check the country rulebook in Tarleaks ERP
Tax rates, the account structure and filing rules all come from this versioned rulebook.

You should see Tax rates, account structure and filing rules come from a versioned rulebook, so an update is a deliberate act.

Watch out Upgrading a rulebook changes what is produced afterwards. Do it deliberately, and tell the finance team when you have.

Review the tax rates in use #

Where Finance » Tax codes & VAT returns

  1. Open Finance, then Tax codes & VAT returns.
  2. Read the rate and the group beside each tax.
Tenant Administrator view of review the tax rates in use in Tarleaks ERP
The group decides which box of the return a tax lands in.

You should see Rates arrive from the rulebook and can be adjusted for your business.

Worth knowing Change a rate and every figure produced afterwards uses it. Past entries keep the rate they were posted with.

Add or adjust a tax rate #

Where Finance » Tax codes & VAT returns

  1. Click a tax to edit it, or add a new one.
  2. Set the rate, the group it reports in, and the accounts it posts to.
  3. Save.
What each field wants
FieldWhat to put in it
RateAs a percentage. 5 for UAE VAT, 15 for Saudi VAT.
GroupWhich box of the return it belongs to. Get this wrong and the figures are right but the return is not.
AccountsWhere the tax lands in the books — usually a payable for sales tax and a receivable for purchase tax.
Tenant Administrator view of add or adjust a tax rate in Tarleaks ERP
The change applies to everything raised afterwards; entries already posted keep the rate they were posted with.

You should see The change applies to everything raised afterwards; entries already posted keep the rate they were posted with.

Watch out The change applies to everything raised afterwards. Entries already posted keep the rate they were posted with, which is what makes old returns reproducible.

Worth knowing If your business is in more than one country, check which rulebook the rate belongs to before you change it.

See the report layouts #

Where Finance » Report designer

  1. Open Report designer in the left menu.
  2. Open one of the standard layouts to see how it is built.
  3. Copy it before changing anything.
Tenant Administrator view of see the report layouts in Tarleaks ERP
A statement is configuration here, not a development request.

You should see A custom statement is a setting, not a development request.

Keep filing dates in view #

Where Finance » Compliance

  1. Open Compliance calendar.
  2. Read the dates for the country your business is registered in.
Tenant Administrator view of keep filing dates in view in Tarleaks ERP
Filing dates arrive on the screen before they arrive in the post.

You should see The deadline arrives on the screen before it arrives in the post.

Use cases — the work, step by step

Each one is a sequence somebody actually performs, with the screen behind every step. Every screen here was opened in the product as this role before it was published.

yearlySet the module up for a new financial year #

Every January somebody cannot post because next year's periods were never created.

  1. Open Settings → Finance and confirm the base currency and the posting rules.

    Tenant Administrator doing "Set the module up for a new financial year" in Tarleaks ERP — Open Settings → Finance and confirm the base currency and th
    Settings » Finance — verified: the page says “Finance”

  2. Check which country rulebook is installed, and its version.

    Tenant Administrator doing "Set the module up for a new financial year" in Tarleaks ERP — Check which country rulebook is installed, and its version.
    Settings » Finance » Country pack — verified: the page says “pack”

  3. Read the compliance calendar for the coming year's filing dates.

    Tenant Administrator doing "Set the module up for a new financial year" in Tarleaks ERP — Read the compliance calendar for the coming year's filing da
    Finance » Compliance — verified: the page says “Compliance”

urgentA tax rate changed by law #

The change applies to everything raised afterwards; entries already posted keep the rate they were posted with, which is what makes old returns reproducible.

  1. Open the tax list and read the current rate and the group it reports in.

    Tenant Administrator doing "A tax rate changed by law" in Tarleaks ERP — Open the tax list and read the current rate and the group it
    Finance » Tax codes & VAT returns — verified: 1 row(s) listed

  2. Edit the rate, set the group and the accounts it posts to, and save. Never edit a rate to fix a single wrong invoice — correct the invoice.

    Tenant Administrator doing "A tax rate changed by law" in Tarleaks ERP — Edit the rate, set the group and the accounts it posts to, a
    Finance » Tax codes & VAT returns — verified: 1 row(s) listed

  3. Tell the team the date it applies from, then check the next return renders as expected.

    Tenant Administrator doing "A tax rate changed by law" in Tarleaks ERP — Tell the team the date it applies from, then check the next
    Finance » Compliance — verified: the page says “Compliance”

You set the rules everyone else works inside. Changing a tax rate or a rulebook version affects every number produced after it, so make the change deliberately.

All finance role guides