Home page

The Home page provides useful at-a-glance information about the activity on your global sales. The areas highlighted in green indicate where you have sales. To access this overview for the US with details per state, select US Sales Tax from the left navigation.

On the left navigation you can also access the Reports available for your enabled regions. There is a link to Settings which provides access to various account configuration options

Settings

Settings will give you access to the Account Settings and Invoicing configuration:

Account settings:

• Password management - to change your password.
• Security - to enable Multi-Factor Authentication on your account.
• User Management - this allows you to add or delete users.
• API access - this provides access to the API tokens.

Invoice Settings:

Configure the invoice customization options.

To access the Settings UI, open the side panel and click SETTINGS.

The following table summarizes the available settings: