Taxes

Streamlined tax totals in converted transactions

This idea came from you

Order Entry and Purchasing transactions with VAT and GST now display net and tax in a single line when you convert them to Accounts Payable and Accounts Receivable transactions. Custom tax reports also show net and tax in the same line. This change provides a clearer view for transaction details and aligns the experience with direct AP/AR postings.

Key benefits

  • Clearer transaction details: No separate lines for net and tax, everything is in one place.

  • Improved reporting: Custom tax reports now also show net and tax in the same line.

  • Consistent experience: Matches the behavior of direct AP/AR postings and cash basis tax capture in France.

  • Global rollout: Previously available only in France; now extended to all regions and transaction types.

Permissions and other requirements

Subscription

Order Entry

Purchasing

Taxes

Regional availability

All regions

User type

Business

Permissions

Order Entry

  • Order Entry transactions: View, Edit, Add, Delete

Purchasing

  • Purchasing transactions: View, Edit, Add, Delete