How To: Financial Setup for World-Wide Customers
This How To is for setting up customers that are NOT located in the UK or the EC.
Important Points to Note
Countries
Khaos Control is normally supplied pre-configured with the ISO-3166 countries and a UK zone (comprising United Kingdom, Guernsey, Isle of Man and Jersey) already present. Flags are set against EC countries to indicate whether:
- "VAT applies" (Tax) and
- The country is to be treated as an "Other Member State" (EU) for VAT purposes.
This should only need changing should you need to separate out territories (e.g. IC Canary Islands), zone countries together (e.g. EU European Union) or, for example, create England, Wales, Scotland and Northern Ireland as separate countries.
Running Health Check from the main screen's File menu should reveal any significant errors in the Country table.
Customers
You cannot use an existing 'Sterling' customer as a 'World-Wide' customer if they have activity recorded against them. You must create a new customer for example American customer,
