Greetings,
I’m using Mac Ver 21.6.70 in Mojave Ver 10.14.6 and I have been using the layout function in BAS (full) and BAS (Simpler) reports and discovered it does not retain any modification made in Layout after exiting the program. I’m not sure if this is deliberate or a bug.
See changes below
Changes are held whilst moving between companies, however after existing Manager the changes to Layout are lost and need to be re-entered. This seems a little pointless for reporting purposes.
System supplied localisation are not designed to be modified routinely by users.
if you want to add your own changes to a localisation then you need to create a new one. You can open the system supplied localisation in another window for reference.
if there’s a general problem with the system localisation you can submit a change request and then Manager’s functionality will be improved for all. See https://github.com/Manager-io/Localizations.json
Hello @Patch, thank you for your quick response. I have created BAS for Australia now via Settings > Report Transformations, I was not aware of this option. All now work well.
Hello @lubos, it maybe me setting something incorrectly, I had already set up the GST codes before finding the Import option in Reports for Australia. After the download I modified my settings to match the download model. The codes called in the Business Activity Statement — Full, left all field blank so I changed to what is shown below Business Activity Statement — Full - Aust
Items in Manager are identified by their GUID not the text used in the tax codes name field.
When you import a localisation, the required tax codes (defined by GUID) are imported
the localisation calculates amounts based on these GUID defined tax codes
To fix it
change the name of your custom tax codes eg “GST 10%” → “GST 10% old”
import the localisation again
use find & recode to reassign tax codes usage from the old to new
when no transactions are using the old tax codes you can delete them
Btw
the GUID of your tax codes is shown on the tax code edit screen in the the top right corner in gray. You can compare that to a test business with newly imported localisation tax code GUID
I think Manager needs merge function for tax codes. This would fix the issue when users create custom tax codes and then they want to migrate to imported ones.
