Tools Reference
Finance Tools
Tools for managing financial configuration and master data.
| Tool | Description |
|---|---|
chart_of_accounts_manager | Manage Chart of Accounts with import/export support |
tax_template_manager | Create and manage tax templates and rules |
payment_terms_manager | Define payment term templates |
authorization_rule_manager | Set approval limits and hierarchies |
asset_category_manager | Configure fixed asset categories |
depreciation_policy_manager | Set depreciation schedules and methods |
Chart of Accounts Manager
Manage your Chart of Accounts through natural language. Supports:
- Importing country-specific standard COA templates
- Exporting the current COA for backup
- Creating, renaming, and reorganizing accounts
- Setting account types and groups
Tax Template Manager
Create and configure tax templates:
- Define tax rates and rules
- Set up regional tax configurations (e.g., VAT, GST)
- Apply templates to specific item groups or transaction types
Payment Terms Manager
Configure payment term templates:
- Define due date calculations
- Set discount terms for early payment
- Create multi-installment payment schedules
Authorization Rule Manager
Set up approval hierarchies:
- Define approval limits by role
- Configure multi-level approval chains
- Set department-specific authorization rules
Asset & Depreciation Tools
Configure fixed asset management:
- Create asset categories with default depreciation methods
- Define depreciation schedules (Straight Line, Written Down Value, etc.)
- Set useful life and salvage value defaults