Sage Construction Management Ideas Portal
Could system default tax codes be added rather than relying on users remembering to set default JCC tax rates.
In New Zealand and Australia primarily using Xero and QBO tax rates are needed to sync to the financial package and when this gets missed it means tax adjustment in financial package.
Either or all of
a system default so if transaction and JCC defaults are blank it is then used (split AP and AR)
an optional setting to make JCC tax codes mandatory in transactions
contract and JCC wizard has a step to set default tax codes
If people remember to set JCC default tax codes its fine but what we see all the time is users forget to set the defaults and therefore get the sync issue.
Main issue is sub invoices where the tax looks right as the item has tax set but as this syncs by JCC summary which isn't visible unless go to JCC summary. Prime Invoices are the same but at least that has a reset tax option. Bills sync item detail the tax code is more obvious so don't see it as much for them.
See screenshot attached for a sub Invoice where tax looks right but would sync with issue.
I would have thought a setting to make Tax Code mandatory like how JCC is mandatory across financial transactions should be doable? Even JCC tax code mandatory setting so defaults will populate transactions would be an improvement
The third bulleted item is worth considering.
For the first two bullet points, can you review the following help topics and let us know if these solutions work for your needs?
https://help.sagecm.intacct.com/Content/Administration/Settings/CompanySettings/CompanySettings_TaxCodes.htm (Consider seperate AR and AP tax rates option in Global Settings)
https://help.sagecm.intacct.com/Content/Modules/ContractAdministration/ARTaxCodeLogic/TaxCodeLogic_PrimeCPRCO.htm
https://help.sagecm.intacct.com/Content/Administration/Settings/CompanySettings/CompanySettings_TaxCodes_NewZealand_XeroIntegration.htm