Hi guys, trying to automate as much as possible. so my question is in the title:
Is there any way to create a receipt bank rule with a tax code applied ? been trying but looks like is not possible. if i apply the tax code to the percentage section of the receipt, it wont calculate accordingly and will not post on the tax summary.
As you can see each line item has a space for tax code, use that. There is the tax inclusive option that will calculate the tax as part of the sales item price. Otherwise by default all is tax exclusive meaning that tax is separate from the line item amount.
hi @eko thanks for replying.
yes, I noticed that but for some reason when i first try it it was not reflected into the tax summary report, however it looks like its working now.
here is what i did.
1-imported transaction: TOTAL $160
2-created bank receipt rule as follows.
3-Completed transaction looks like
4-tax summary report shows
5- tax summary report clicked on Net Sales Report shows the transaction.
Like i said before, for some reason when i first did this manager.io was not calculating and reporting this to the summary.
