Hello I have received a request to show GST on line items for Quotes and Invoices. How can this be accomplished?
Currently the GST sum is shown at the bottom of quote / Invoice only.
Hello I have received a request to show GST on line items for Quotes and Invoices. How can this be accomplished?
Currently the GST sum is shown at the bottom of quote / Invoice only.
Add a blank line and allocate it to another tax code
Or do you need to show the tax amount each line?
Yes they are requesting to show the tax amount please, for each line item. Crazy I know.
You will not be able to do that. Even with a custom theme, you can only display the data that is passed to the theme by the program for any given transaction type. Line-item tax amounts are not.
Actually, looking over my suppliers invoices, most of them show the tax amount in line items.
Maybe this could be put into ideas as a checkbox to include GST amount on line items?
I have just had a look into this as well now and it is probably not too crazy… The thing that seems to have raised the request is the fact when Quoting including Tax / GST and hiding the Total Amount there is no indication of what is Tax / GST. So it does make sense to me now. It is not clear to the customer on the quote in this format.
This has been implemented in the latest version (22.7.4.161)
On sales invoices, you need to check temporary New layout
checkbox.
Why is that problem?
@Kay1223 what are you asking to hide? Tax column and tax amount columns or just tax amount column?
Love the new layout option
Hi both columns as the total tax amount is under the total amount. and I do not want to show per line.
Am also having serious issues with clients i have deployed manger for. I believe it will not be out of place to have the option to either select the new layout or not in sales quote and sales order as done in sales invoices.
Thanks
@KwesiBiney, you should start educating your clients. The program is moving forward, not backward, with improvements to satisfy requirements in many jurisdictions. You cannot expect the developer to preserve legacy features indefinitely.
Maybe in your case all items are subject to the same tax charge. In many of our cases we have different tax levels for different items and therefore these need to be shown per line and not only below. Indeed the below summary tax totals per tax category should be shown as well, but itemized is also essential.
You didn’t say what problem this is causing. If there is a problem, it can be fixed but the problem needs to be stated.
@lubos I understand that the system is moving forward as said and the goal is to make it one fit for all jurisdictions. In our jurisdiction, we have one tax code 18.5% which is made up of three different tax type. This populate the lines to about 11. So just not disadvantage other jurisdictions like ours, an optional tab like the sales invoice (new layout) would solve this issues we currently facing with clients. I believe many others are facing same with this new important development.
Thanks
I agree this looks excessive. Actually I have no evidence that in some jurisdictions it is required to show individual tax component amounts per line item. And also from other topics, it is clear that for most users simple Tax Amount
column is sufficient. So in the latest version, you get Tax Amount
column only.
If it’s required to show individual tax component amounts per line item, I will make that an option but default behavior should be what you see above.
@Abeiku can you comment on this too?
This looks much more workable. It is fairly close to what I recommended in another thread.