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.
How Orbit Books is scoped — read this first
Orbit Books does not work per project. Its records belong to a legal entity (the company that files the returns), and entities belong to the organization. Every other project-centric module — Orbit Ops, Orbit Resolve, Orbit Papers, Orbit Pulse, Inventory, Storefront — filters what you see by the project picked in the top bar. Books does not, so the project picker is hidden while you are inside Orbit Books, and the module shows an entity selector in its place.
| Question | Answer |
|---|---|
| What isolates my data? | The organization (tenant) first, then the legal entity |
| Does the project picker change Books figures? | No — it is hidden inside Books for that reason |
| Can one organization keep several sets of books? | Yes: one entity per company, each with its own chart of accounts, numbering, fiscal year, currency, tax registrations and reminders |
| Where do projects fit? | Each project maps to exactly one entity, which decides whose ledger receives that project's events (orders, expenses, stock, contracts) |
| How do I see figures per project? | Tag journal lines with a dimension (cost centre, project, department, branch) and group by it in reports |
Example. A tenant running "Example Ltd India" and "Example Inc USA" creates two entities in the same organization: India with INR, a 31 March year end and GSTIN/PAN, USA with USD and a 31 December year end. Each keeps its own accounts and documents; group statements come from a consolidation run, which translates currencies and eliminates intercompany balances.
Anyone holding Books permissions can switch the entity selector to any entity in the organization. There is no per-entity restriction today, so a user who should only see one company's books cannot be limited to it inside a single organization — use separate organizations if you need that boundary.
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 | Tax setup |
| Tax Categories | /org/finance/tax-categories | Manage Tax categories |
| Tax Report | /org/finance/tax-report | View Ecommerce Analytics |
| Compliance Reports | /org/finance/tax-compliance | View Ecommerce Analytics |
| Tax (Org Settings) | /org/settings?tab=tax_central | Organization Central Tax Setup |
| Platform Tax (Admin) | /admin/platform-tax | View Tax Settings |
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
Orbit Books is actively being developed. Additional features like invoicing, payments, ledger, P&L, and comprehensive accounting will be added in future releases.