Month: March 2023

The following will be the impact of having a locked and unlocked Tax Period, which is inconsistent with the Accounting Period. For example, an Invoice dated FEB 2023, which resulted in a tax, was posted under the following setup: Under Manage Tax Periods Page:  FEB 2023=Locked March 2023=Unlocked  Under the Accounting Periods page:  FEB 2023=Open… Continue reading Locked/ Unlocked Tax Period Not Consistent with its Corresponding Accounting Period

Things to note during Vendor Bill import: To maintain performance, 5000 lines per transaction is the maximum recommended limit for transactions submitted through CSV import. We must map an external ID or internal ID to serve as a unique ID per record. The unique ID should be included in every line of the CSV files.… Continue reading Things to note before Vendor Expense Bill import

The 3 Way Match Vendor Bill Approval Workflow checks the vendor bill for discrepancies before it is processed for payment. It validates the details of a vendor bill against the details of its corresponding purchase order and item receipt. Bills with identified discrepancies are automatically routed to the assigned supervisor for review and approval. The… Continue reading 3 Way Match Vendor Bill Approval Workflow

In Suite tax, you are required to select a tax engine for all the nexuses assigned to your subsidiaries regardless if you require taxes on your transactions or not. But, Nexus-level tax exemption enables us to skip the tax engine selection and the rest of the tax engine setup. No call is made to a… Continue reading Nexus Level Tax Exemption

Declare and initialize your variables at the top Nothing disrupts readability like a late declaration. Just as it’s easier to take out all your tools before starting a job, it’s simpler to declare all variables before getting into the nitty-gritty of your function. This gives easy access should we need to tweak any name or… Continue reading Best practices to simplify your code