Skip to main content

I know that IFS is able to fetch Tax Transactions form Employees Expenses once an Expense Report has been confirmed, but I’m not able to have the transactions show its Tax Series or Tax Book.

I’ve configured the system so that the Tax Code associated to the Expense Rule is included in a Tax Book and the Tax Book has a Tax Series associated to it, and while this configuation allows to fetch Book and Series for transactions coming from invoice the same cannot be said for those orginating from Expense Reports. Does anyone have some clue on what might be missing or why this process should be different from the one related to invoicing?

 

Thanks for the help!  

Hi, 

Check the accounts used in the expense report.  See if the accounts are marked as tax accounts. 

Currently the expense codes are linked through a posting contol to a cost account that is flagged as tax account.

Any way the Tax Transaction is generated and fetched, the problem is that despite the Transaction presenting a Tax Code it is not able to find the Tax Book containing said Tax Code.

Reply


Terms & ConditionsCookie settings