Last updated: 16 Jun 20262 min read
Packages
What This Does
Packages are pre-configured fee bundles that group related tasks with a fixed fee, period, and billing account. Once created, packages are assigned to clients via Client Settings and appear grouped in Tracking & Billing when creating invoices or receivable entries.
The Page
| Element | Description |
|---|---|
| + Add New Package | Opens the Add Package form |
| Show Inactive Packages | Tick to include inactive packages in the list |
Packages Table
| Column | Description |
|---|---|
| Name | Package name |
| Sales Account | Finexo Books sales ledger account linked to this package |
| SAC | Service Accounting Code for GST invoicing |
| Description | Optional description |
| Fees | Default fee amount for this package |
| Period for Fees | Billing frequency — Monthly, Quarterly, or Yearly |
| Task Included | Task types included in this package |
| Action | ⋯ menu — Copy, Edit, Mark Inactive, Delete |
Add / Edit Package
Click + Add New Package or Edit from the ⋯ menu.
| Field | Required | Description |
|---|---|---|
| Name | Yes | Package name |
| FB Organisation | No | Finexo Books organisation this package is linked to |
| Account | No | Sales ledger account — click + Add New Account to create one in Finexo Books |
| SAC | No | Service Accounting Code |
| Description | No | Optional notes about this package |
| Fees | No | Default fee amount (can be overridden per client in Client Settings) |
| Period For Fees | Yes | Billing frequency — Monthly / Quarterly / Yearly (radio buttons) |
| Tasks | Yes | Task types included in this package — multi-select dropdown |
Click Save to create/update, or Cancel to discard.
Actions
| Action | Description |
|---|---|
| Copy | Creates a duplicate of this package — useful for creating similar packages quickly |
| Edit | Modify the package details |
| Mark Inactive | Deactivates the package — it no longer appears in dropdowns. Tick Show Inactive Packages to view it. |
| Delete | Permanently removes the package |