Region & tax settings
Who can use it. Organisation owners, in Settings → General → *Region & tax*.
What it's for
Records the regional facts your organisation works in — the currency amounts are shown in, the number and date format, your timezone, and what you call your sales tax plus its rate. Until now these were fixed to New Zealand values (NZD, en-NZ, Pacific/Auckland, GST at 15%) everywhere in the app.
Nothing changes for you unless you edit it: leave the panel alone and every screen reads exactly as it did before.
The fields
| Field | What it is | Example | |---|---|---| | Currency | Three-letter ISO code. Sets the symbol and grouping on money figures. | NZD, AUD, GBP | | Number & date format | A locale tag. Decides thousands separators, decimal points and month names. | en-NZ, en-AU, en-GB | | Timezone | Your operating timezone. Common ones are listed first, then every zone the system knows. | Pacific/Auckland | | Sales tax name | Whatever you call the tax on your invoices. | GST, VAT, Sales tax | | Sales tax rate (%) | Entered as a whole percentage. | 15, 10, 20 |
The panel shows a live preview of a sample amount as you type, so a currency and format pair that don't go together is visible before you save. If the combination isn't one the system can format with, the preview says so and the save is rejected with an explanation rather than saved half-broken.
Applied progressively
Your settings are saved as soon as you press Save regional settings, but the screens that currently assume New Zealand are being moved onto them one at a time. So expect this in the near term:
- Changing the currency or format doesn't yet re-render every existing
screen — those are being switched over feature by feature.
- Sales tax rate is live everywhere money is priced — Summit's own estimates
*and* Buildxact-sourced figures on the deal page, the financials list, the pipeline board and the customer portal.
- Sales tax name is live on Summit's own quote PDFs. Elsewhere the label still
reads "GST" while those screens are switched over.
- Timezone is recorded but nothing reads it yet.
Until a given screen is switched over it keeps using the New Zealand values, so nothing ever goes blank or shows a wrong figure in the meantime.
Where the tax rate and name apply today
If you quote through Buildxact, your rate is used wherever Summit has to add tax itself — the deal page's Quote Total and Variations, the same figures on the financials list, the amount on a pipeline card, and what your client sees in the portal. Where Buildxact reports its own tax-inclusive figure, that figure is used as-is, because it is what your client was actually quoted.
If you quote on Summit's own estimates (rather than Buildxact):
- New estimates are created at your tax rate. The rate is then part of that
estimate — changing the setting later never restates a quote you've already sent. To move an existing estimate onto a new rate, edit the estimate.
- Variations on a job with no estimate yet are priced at your rate.
- Quote PDFs print your tax name:
Subtotal (excl. VAT),VAT (20%),
Total (incl. VAT). The name is read fresh each time a PDF is generated, so renaming GST to VAT updates every quote you download from then on.
Common questions
I entered 15 in the tax rate — is that 15% or 15×? 15%. The field is whole percent; entering anything above 100 is refused.
Can I set a 0% tax rate? Yes — a tax-free jurisdiction is a valid setting.
What if a value gets saved wrong? Any value the system can't use falls back to the New Zealand default for that one field only; the rest of your settings are kept. Re-open the panel and correct it.