Tax & Exchange Data — Integration

Overview

Maintain tax calculations, scheduled tax-rate data, exchange rates, and external tax-system connections as part of billing and finance operations.

Capabilities

• TaxCalculations and PayStreamTaxRates records

• ExchangeRates records

• External tax-system connection catalogue and configuration

• Daily tax-rate synchronization worker

• Tax and exchange data available alongside invoices, billing, and external sync records

1. 1

   Step 1

   Configure the tax or external-system connection used by the workspace.

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2. 2

   Step 2

   Define the tax-rate synchronization path and related mapping information.

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3. 3

   Step 3

   Run or schedule tax-rate synchronization through the manifest worker.

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4. 4

   Step 4

   Use stored rates and tax calculations in finance operations and reporting.

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Limitations

• Tax configuration is workspace-owned and tied to configured external-system records.

FAQs

Pricing