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…

You are correct. The reason I grouped them is Counter trade / Recipient-created tax invoices have a component of barter trade but typically also contain a component of actual money transfer. As such they must be handled by Managers invoice or cash transaction mechanism. A Counter trade / Recipi…

In the latest version (20.8.86) it’s now possible to select customer or supplier on receipt/payment level. If you select customer or supplier on receipt/payment level. Ability to select customer/supplier on line item level will be hidden as it is assumed every line item will belong to the customer/…

[image] lubos: For this reason, accounting systems will have generally two separate tax codes to manage this requirement. One for sales, one for purchases. So for example, if VAT is 20%, the accounting system will have two tax codes: VAT 20% on sales VAT 20% on purchases Then accounting syste…

This update does not make that necessary. We can continue using one tax code for both sales and purchases. So no changes.

Yes I understand that it’s not necessary, but in case I have to switch for reasons that for example the audit requires to keep track of two tax codes. Then what?

It would be good if bank rules will also allow entry of customer / supplier. If added please enter the data at the transaction level, as in practice that is how all users will user this screen (except user who enter counter trade transactions and then only for those particular transactions).

[image] Davide: Sorry to be so direct but I find this solution a real mess. It is a very strange way to reason. It seems more a programmer gymnic than a real useful reasonable solution. I have to apologize. I think that after the leatest refinition of the interface everything work quite well …

I agree it is functional. Making the payee / payer field a menu where the contact type could be selected would enable the drop down list to show the entities the user is actually looking for. During data entry user aways know if they are looking for a customer or supplier. When reviewing transact…

Added ability to attach customer or supplier to any tax transaction

lubos August 31, 2020, 8:30am 26

There is going to be new Find & Recode tool which will allow you to recode in bulk any attribute so that would be a solution.

Improvement to payment and receipt forms

Topic		Replies	Views
Inconsistency in Tax-reporting	29	2090	January 18, 2023
Improvement to payment and receipt forms	88	8285	September 7, 2020
Sale to supplier / buy from customer	14	1138	January 18, 2023
India	185	6619	March 29, 2022
Why do the costs on a journal entry show in the net sales column?	70	5476	January 18, 2023

Added ability to attach customer or supplier to any tax transaction

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