When adding a line to an invoice in the HFF Invoice Review it is defaulting a tax line. Sometimes it adds a basis and an amount, sometimes just a basis. This is not consistent with how our Vista invoice review works and is making a mess for our AP crew.
If tax lines are going to default,, it needs to perform consistently - adding both basis and amounts to every line - but most important to us, there needs to be a way to turn this new 'feature' off.
Mary Rosenthal
| Company | Viewpoint |
| I need it... | Yesterday...Come on already |
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Hey Mary,
Our September Release is available for download now :)
When you say Shipped, do you mean it's out in the next release?
Both environments should operate the same way, if defaults are available and set in one, the defaults need to be available in both for process continuity.
Hi Mary,
Can you upload a screenshot of your defaults? I'm curious. I'm going to relabel this request as well to match the new request.
Please feel free to correct if it doesn't sound right.
Thanks!
The article referenced doesn't state that a line will be added for tax by default. It just states that this will be used as the default "when posting sales or use tax".
But after looking at the Field Properties on the Tax Type and Code, I see that we have defaults set so it doesn't pick anything.
So I need a way to turn this off in HFF like I can essentially turn it off in Vista. . .
According to the Vista experts and this article, Vista will default the tax code in AP Unapproved Invoice Entry on Job Line types. Do you have custom setup to ignore this default in AP?
Hi Mary,
Thanks for updating this description and meeting with me today! I just wanted to do a quick check, do you get an email notification for this comment?