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Explanation of Financial Settings

Understand all of Allmoxy's financial capabilities and controls:

To customize Financial Settings, click on the ⚙️ ➡️ Admin ➡️ Financial

Payment Gateway Settings: 

In this section, you will have the option to select your Merchant Gateway. This is a mandatory step in your instance setup, allowing bids to total and save. If you do not have a Merchant Gateway set up, your customers also cannot make payments online. Allmoxy partners with Stripe to offer our customers robust payment options and comprehensive payment reporting. Click here to learn more about Stripe. 


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Financial Management: 


This section is where you will set Defaults for any new customer. Several of these settings have customer-specific overrides available which you can adjust by navigating to the edit page of a company. These financial defaults include:

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  • Default Currency:
Once set, this default currency cannot be changed. Please be mindful of which currency you'd like to receive payment in before making a selection.
  • Checkout Flow: Use Credit Limit or Pay Before Processing (select the option that the majority of you customers use)
  • Bounced Check Fees
  • Interest Accrual Methods
  • Interest Accrual Threshold
  • Finance Charge Interest Rate
  • Status to Export Sales Order
  • Status to Charge Customers:  Set this at the status that you want the customer to be invoiced at. You can select Ordered, Verified, In Progress, Completed or Shipped. Completed or Shipped is most common. 
  • Sales Tax Presence:
    • Your Allmoxy instance will automatically select your business's state of residence as taxable. You can add additional states where you need to collect sales tax by checking the box next to each state.  
      Tax Presence Image 1


Job Costing:

This section is for you to calculate your overhead per order in reports. You will select the default markup percentage. Then you will need to enter your average monthly labor hours. This will need to be completed for the system to allocate overhead costs. 

Payroll:

  • Pay Period - Length of pay periods; Weekly, Bi-Weekly, Semi-Monthly, Monthly
  • Start Day - The day of the week your pay period begins.
  • Payroll Tax - This value will reflect the Social Security and Medicare (FICA) and State and Federal Unemployment Taxes (SUTA and FUTA) you pay on top of the employees' hourly wages. (See both state and federal instructions to implement these taxes)