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Implementation and Onboarding
India specific estimates
Offices with a country designation of India now have access to the standard India Estimate format. The localized format includes these tax-related fields: HSN code, GSTIN (Tax ID number), State Code, Place of Supply, and the breakout of CGST/SGST/IG
Steps:
- Navigate to Jobs > Estimates.
- Select an existing Estimate or click on NEW ESTIMATE.
- Select Settings dropdown and click on General Settings.
- Select India Standard from the Layout field.
Note - The India Standard layout will be an available option only for estimates in offices designated in the country of India.