Setting Your Country & Fiscal Localization

Setting Your Country & Fiscal Localization

The first thing to do in a fresh CloudFFL system is tell it where your business is located. This loads the correct tax framework, paper size (US Letter instead of A4), and accounting defaults for the United States.

What is Fiscal Localization?

Fiscal localization is just a fancy term for "country-specific business rules." When you set your country to the United States, CloudFFL automatically:

• Sets your documents to print on US Letter paper (8.5 x 11 inches)
• Loads a chart of accounts designed for US businesses (the categories your money gets sorted into)
• Enables ABA routing numbers on bank accounts (the 9-digit number your bank uses)
• Sets the foundation for US tax rules

Step by Step

1. Log in as an administrator.
2. Click the Settings app from the home screen (the gear icon).
3. Scroll down to the Companies section.
4. Click Update Info next to your company name.
5. Make sure the Country field is set to United States.
6. Set your State to your state (e.g., Texas, Florida, Ohio).
7. Click Save.

Verify the Fiscal Localization Package

1. Go back to Settings.
2. Scroll down to the Invoicing section (you may need to install the Invoicing app first — see "Installing Apps & Modules" if you do not see it).
3. Look for Fiscal Localization.
4. It should show United States (or "Generic Chart Template" — both are fine).
5. If it shows a different country, click the dropdown and select United States, then click Save.