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Blake,
At the transaction line level level you normally set a tax code to determine if an item is Tax or Non, and then based on the Tax Item that is selected at the very bottom of the invoice is what determines the tax amount.
Normally if a customer is not taxable they would have a Tax Item assigned to them to reflect that and when you select ...
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Dumb question here...can I get an explanation on how/when Sales Tax is added to Estimates and Sales Orders?
Does it make any difference whether a Customer is Taxable or not? It seems like the only thing that determines whether tax is added is whether a line item is taxable or not.
Thanks
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kjculbertson-
I will test this out and create a ticket for this situation.
-Michael
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kjculbertson-
On the default screen it does not send out any emails that notify the supervisor that a report has been submitted.
You can take a look at the CRM_NewActivity screen and reverse enginner its email process and add that to the submit process for an expense report.
-Michael
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jnoneiliv1-
We have updated the original sales order screen. You can read about it HERE.
-Michael
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Jeet-
Changes in the November version will also be avalible in the December version (They share the same database).
Thank you for the additonal info.
-Michael
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The following indicates which accounting application(s) the release note(s) apply to.
QBD = QuickBooks Desktop
QBO = QuickBooks Online
Sales Orders - Create Invoice
Fixed - screen validation highlighted an issue with using an “End Loop Through Table” instead of “End Loop Through Grid”. ...
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Files with an apostrophe in the name will not attach. Programming needs to allow for the possibility of an apostrophe in a file name.
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Is there a way to notify the supervisor that an expense report has been submitted and is ready for approval? I was going to try to see if email templates could be triggered automatically, but I am having trouble finding documentation on creating email templates.
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John-
Thanks for the forwarding me the email.
It may be the port set for sending email.
Go To Customize > My Account and click on Default Email Preferences change the port to be 587
-Michael