It would be great if use tax could auto create an ap transaction entry for a payable to the designated municipality or taxes body.
Process example:
Key invoice in to AP (either unapproved or transaction entry)
choose use tax, tax type
use tax code (the chosen municipality would also be tied to a specific vendor number as a payable, not just a gl.)
rate would calculate or manual amount could be entered.
When posted, this would post a transaction payable to the vendor for the invoice amount as usual and also post a sub transaction to the use tax vendor for the calculated amount.
We would then just be able to pull the use tax vendors into a workfile for payment in leau of running reports, calculating totals, and creating yet another AP transaction.
The current process requires a lot of manual keying and re keying while still leaving open a lot of room for error.
Guest
| Company | tarlto corporation |
| Job Title / Role | ap specialist |
| I need it... | Yesterday...Come on already |
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During AP Invoice Approval, reviewers will sometimes change the Job and/or Phase assignment of costs, and the Tax Type and Tax Code are set to the default specified in the JC Job Master. However, since there can be multiple Tax Types/Code scenarios per job and vendor, a single default is not reliable. Errors will generate when attempting to post AP until the codes are corrected.
Vista should support dynamic assignment of tax types, depending on the situation. Having a tax code maintenance tab in the Job Master, instead of a single option, would mitigate errors that need manual correction during AP processing. A reasonable approach would be to apply an if/then scenario to apply the correct codes based on several criteria (e.g., tax-emempt, tax basis). Based on the job's setup, the correct code would automatically apply after approval; AP would still have an opportunity to review/change before posting. if desired.