When credit card transactions are imported and use clicks on add and then edits the transactions, the tax field doesn’t default to the default code and it also doesn’t allow users to change the code.
Accounting needs the ability for our user and AP to change the tax code in Keystyle.
In Canada we pay Goods and Services Tax (GST/HST) to the government. This tax is refundable and therefore not a cost to the company. We create a separate general ledger account to track the tax separately so we can claim back from the government.
The expense account and tax account have to match with what is showing in the Keystyle expense report for audit purpose. Right now the two are not matching and this creates a lot of analysis and explanations to the users of the financial statements, not to mention issues when there is a government audit.
Right now we are asking our users to do double work. they have to do a quick entry where they can edit the tax and then to do the match. But that very tedious. Also, if there is a mistake (lets say the user forgets to choose the tax in their quick add), they will delete the entry and lose the receipt, so they have to read via the phone and start the process again, just so they can choose the tax code.
rupen patel
| Company | Kenaidan |
| Job Title / Role | Sr. Applications Systems Analyst |
| I need it... | Yesterday...Come on already |
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Hi Rupen, are you still unable to edit the tax code? Our portal allows you to change it for reimbursements and credit cards.
hi,
we had the tax code setup already and users were still not able to edit the tax. please see Case #1597426:
hi,
tax code is there but when I try to edit of add a new one I am getting an error (red box around the field). not it wont accecpt event what I had before.
this is what I have entered: 1:ONHST
Rupen
Hi team,
This should be possible for users. Please enable taxes in the portal and add the tax codes you need in the portal settings. We can setup a call to review if needed. Email michaeln.smith@viewpoint.com to review.
Best