A Variant on the Amanda solution. If you have multiple invoice processors , which can create more security issues: 1, Create a contra account to charge the payment of the sales tax. Invoice processors will not need to change direct posting flag. 2. When the sales tax account reconciles the...
I like Steve's suggestion of a message. A couple of other potential options you might consider (that will require management and / or testing): 1. Turn off Direct Posting to the G/L account until you are ready to pay the sales and use tax. Control who is able to turn the Direct Posting on or off...
Jon, I follow. Yes, the Direct Posting boolean will prevent such an event from happening but then you have the issue of not being able to pay it. You are not the first person to have ever had this issue. For something like this I try to reinforce training. I am thinking your Sales Rep enter...
The process you laid out is exactly what we have been doing. Here is the problem we had - in the course of business, we had a sales rep try and 'fix' an issue by entering sales tax payable as a GL line item on a sales order...this caused our sales tax payable account to differ from our sales...
Jon, Sorry but not following. Let me outline what I think you are asking for and then please reply back... You collect Sales Tax from Customers over time. I now have to pay the Monthly/Quarterly Sales Tax and need to create a Purchase Invoice. All the collections are booked to a G/L Account...
#Admin #Functional #BC/NAVPlus New to BC and user's group, trying to figure this out. How do I create a PO invoice to pay sales tax without using our GL sales tax account. I want to turn off direct post on the GL account, but need to have a way to pay sales tax without using the account. --...