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Basic Assignments
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Options & Settings
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Main Time Information
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Notes:
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SALES TAX Challenges: - Bad debt - Vendor Fee (money coming back) - Paid/Non-paid - Location – out of taxing district - Time range – monthly, quarterly - Permissions – who changes what, when and lockdown - Change accounts, license plate, customers, etc. (when to pay) - When to lock invoices and sales tax work - Voids/credits - Partial payments - Only pay for non-receivables - Automation of all these variables (just address one at a time) - Lots of moving parts – all tied to the balance sheet Now: - Sales tax details - Sales tax on units is different than parts - Not automated Goal: - Automation – B.S. - Flexible time period - Pull back data – general to detailed - Forms |