Orbit Books
Orbit Books is the platform's finance and accounting module. It handles tax configuration, compliance reporting, and financial operations — providing organizations with the tools to manage taxation, generate reports, and maintain regulatory compliance.
Key capabilities
| Capability | Description |
|---|---|
| Tax setup | Configure tax regimes, rates, and applicability rules |
| Tax categories | Define and manage tax categories for products and services |
| Tax reports | Generate tax liability and collection reports |
| Compliance reports | Regulatory compliance reporting (GST, VAT, etc.) |
| Platform tax (Admin) | Platform-level GST and tax configuration |
| Organization-level tax | Per-org tax central settings via Organization Settings |
Navigation
| Page | Route | Permission |
|---|---|---|
| Tax Setup | /org/finance/tax-setup | org.finance.tax.setup |
| Tax Categories | /org/finance/tax-categories | org.finance.tax.category.manage |
| Tax Report | /org/finance/tax-report | org.analytics.ecom.view |
| Compliance Reports | /org/finance/tax-compliance | org.analytics.ecom.view |
| Tax (Org Settings) | /org/settings?tab=tax_central | org.finance.tax.central.setup |
| Platform Tax (Admin) | /admin/platform-tax | sys.billing.tax.view |
Organization settings
The Tax tab in Organization Settings provides centralized tax configuration:
- Tax regime selection (GST, VAT, Sales Tax, etc.)
- Default tax rates
- Tax categories and their applicability
- Policy rules and per-project locks
User workflows
Tax configuration flow
:::note Work in progress Orbit Books is actively being developed. Additional features like invoicing, payments, ledger, P&L, and comprehensive accounting will be added in future releases. :::