Overview
Companies that collect payments from public-sector or public-company customers must withhold a fixed stamp-duty percentage and book it to a dedicated expense account, a manual step that is easy to forget or mis-post. This module flags public companies, computes the stamp expense automatically on inbound payments (default 0.6 percent), and posts the matching journal line whenever the payment move is built. It also adds customer risk classification and VAT-type tagging across the CRM pipeline, auto-cancels linked quotations when an opportunity is lost, and reminds staff to capture VAT details when a deal is won.
Workflow
Crm Lead
Low Risk
Medium Risk
High Risk
Key Features
- Marks any contact as a public company and carries that flag onto its payments automatically.
- Computes a configurable stamp-expense percentage (default 0.6%) on inbound payments from public companies.
- Posts the stamp expense as a dedicated journal line on the payment move, keeping the entry balanced and audit-ready.
- Lets each company pick the expense account used for stamp expenses in Accounting Settings.
- Classifies partners and CRM opportunities by risk (Low / Medium / High) with colour-coded badges, filters, and group-by.
- Adds a maintainable VAT Type reference list so customers can be tagged by tax category.
- Automatically cancels sale-order quotations linked to an opportunity the moment it is marked Lost, and requires a lost reason.
- Schedules a follow-up activity to capture missing VAT and VAT-type details whenever an opportunity is won.
- Tracks a customer Active Period (start/end dates) with a computed Active status and dedicated search filters.