Sales taxes come from Accounting's tax list
What moves
The sales taxes you set up in Accounting are kept up to date in the order desk, so the tax picker on an order line is your real tax list.
Before you start
- Accounting in your plan
- Sales taxes set up in Accounting
Step by step
- AccountantAccounting & E-Invoicing
Creates or changes a sales tax such as VAT 5 percent.
You see:The change is published.
Updates its own copy of the tax list.
You see:The tax appears in the line's tax picker.
- Order clerkSales Orders & Fulfilment
Chooses the tax on an order line.
You see:The rate is copied onto the line and the totals include tax.
Related
- Accounting & E-Invoicing
- Sales Orders & Fulfilment
- Scanned bills and receipts become drafts
- Scanned invoices and charts become records you review
- Stock movements, purchase orders and bills line up
- An auditor exports e-invoices and an accountant retries a failure
- An employee's expense claim is approved and paid
- Connections between modules