There are number of topics discussing issues with tax codes and how Manager decides whether tax transaction is a sale or purchase. I’ll start with the background of the issue. Unlike other accounting systems, Manager doesn’t require seperate tax codes for sales and purchases. In most countries wit…

[image] lubos: There are some topics in ideas category asking for ability to track sales by customer which are paying cash (no sales invoices). Also, in some countries, you have to submit report to tax authority with the list of suppliers who have collected tax from you. Until now it was only p…

[image] lubos: [image] Davide: All that said, the possibility to attach at line level a tax to a costumer or supplier is shown also under Invoices or Notes creating so much confusion. This is already set in the header. Please hide it. Fixed in the latest version (20.8.82) Consider purc…

[image] AJD: Only way to get this to report correctly now is to do PI for New vehicle and SI for old vehicle. Don’t know your nationality but in Italy (so also in most of EU) you should issue a SI by law. You are deliberately reducing the company’s turnover which determines how taxes are appl…

Sales or purchases where no single customer or supplier linkage is appropriate [image] Davide: What set if a tax is to be set as payable or receivable is the tax law not if it linked to a customer or a supplier. Agree An example of a journal entry where sale / purchase must be set different…

[image] Patch: Receipt: all line items tax is of type sales (independent of the sign of the line item amount), and can be linked to a single customer if desired Payment: all line items tax is of type purchase (independent of the sign of the line item amount), and can be linked to a single suppl…

[image] lubos: This is being covered by this topic. Working on it. Perhaps I should have been clearer Single supplier or customer per transaction data entry mode In the mode where the customer or supplier applies to the whole transaction ie not displayed or selectable at the line item level.…

I give an idea… how about giving the possibility under settings to show or not, for each Tab, the client/supplier drop-down?

[image] Davide: Don’t know your nationality but in Italy (so also in most of EU) you should issue a SI by law. You are deliberately reducing the company’s turnover which determines how taxes are applied. I’m in Australia and yes for large companies there are turnover thresholds which determin…

[image] Patch: Receipt: all line items tax is of type sales (independent of the sign of the line item amount) Payment: all line items tax is of type purchase (independent of the sign of the line item amount) Doing so maintains consistency between cash transactions and invoice transaction Tha…

[image] Patch: In barter transaction / Counter trade / Recipient-created tax invoices there are always line items with different customer or supplier. Unless barter transaction is broken down into its two components you cannot really call it a receipt or a payment. Usually the direction of c…

Added ability to attach customer or supplier to any tax transaction

lubos August 30, 2020, 11:06am 15

This is being covered by this topic. Working on it.

Topic		Replies	Views
Inconsistency in Tax-reporting	28	2169	July 7, 2020
Improvement to payment and receipt forms	85	8318	September 7, 2020
Sale to supplier / buy from customer	13	1163	December 15, 2021
India	184	6920	January 14, 2022
Why do the costs on a journal entry show in the net sales column?	69	5500	January 29, 2021

Added ability to attach customer or supplier to any tax transaction

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