Regional & commercial
Regional & commercial
Open Settings → Business → Regional & commercial. These are facts about the business rather than preferences: the timezone schedules run on, the currency values are shown in, and how tax is read off the figures your systems supply. Everyone in the workspace reads against them.
Timezone, Currency and Country are set by twelfth. Routine schedules, project close-outs, sign-offs and the suggested tax name all depend on them, so changing one after setup can make existing work read differently. A new workspace takes them from your browser when you create it. After that they show as read-only; ask us if one is wrong. Owners and admins can change the tax name, tax basis and labelling below.
| Control | What it changes |
|---|---|
| Timezone | Schedules, routines, briefing delivery and activity timestamps. |
| Currency | The default currency for commercial values. |
| Country | Regional formats and a suggestion for the tax name. |
| Tax name | The word twelfth uses for tax on source amounts: GST, GST/HST, VAT, sales tax, SST, consumption tax, or a generic label. An explicit choice stays in place when country changes. |
| Preferred inventory tax basis | Whether supplied stock costs are shown including or excluding that tax. |
| Label tax basis on figures | Whether sales figures say “inc GST” or “ex GST” beside them. On by default for a workspace whose costs are read including tax. |
The tax basis and currency apply to what twelfth shows, not to what your systems send. If the source feed reports costs including tax, say so here so a margin is read the same way everywhere.
Labelling sales figures
Sales keep the basis your source supplied. With Label tax basis on figures on, the basis is named where a sales figure appears: Home’s opening sentence, the Suppliers table (once, in the Sales header) and a supplier’s Sales card, the Performance mix table, a negotiation’s fact base, and pre-order net sales. Turn it off to keep tables quieter.
Some figures are labelled either way. A column whose rows are on different bases names the basis in every cell. A negotiation names both bases when its sales are inc tax, because its cost of goods and range plays are always ex tax. Performance always states the basis in its header line.
In a negotiation fact base with inc-tax sales, Estimate ex tax for supplier meeting gives a temporary ex-tax view using the workspace’s configured negotiation tax rate. It names the rate and keeps the source figures available. This is an estimate: exemptions and mixed rates can make a supplier’s finance total differ. Check a supplier total against finance before using it as a signed-off number.
Changing Country suggests GST for AU, NZ, SG and IN; GST/HST for CA; SST for MY; VAT for the UK, EU and ZA; Sales tax for the US; Consumption tax for Japan; and Tax elsewhere. It changes terminology only. No tax rate or source basis is inferred from country.
Related
- Guardrails — the limits a decision passes through
- Briefings & alerts — whether and how people are told
- Settings overview