Many of our projects have a tax exempt "Permanent Materials" contractual/jurisdictional provision. Typically, the engineer approving the invoice is the one with the knowledge of whether the invoice is subject to the exception, but they currently have no clear way to communicate this to accounting so that the taxes are removed from the payment.
Please add a checkbox at the line level to indicate Permanent Materials
Scott Lundberg
| Company | Barnard Construction Co., Inc. |
| Job Title / Role | IT Director |
| I need it... | Yesterday...Come on already |
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Hi Mark,
Thanks for responding. This really needs to be at the line level as we frequently have a mix of taxable and non-taxable items on the invoice. s-
Hi Scott,
We support one udfield on the invoice header to be available in our portal's AP Invoice Review. Portal Settings:
UD field name for Invoice Header Custom field
UD field label for Invoice Header Custom field
Is this something that is currently being tracked on the invoice header? If not, could it be?
Thanks!