Find and Recode - Warning that highlights impact when recoding tax type
Find and Recode should not be able to change tax type without fair warnings in Sales Invoices.
This is a risky feature to be used without warning. I have noticed that it doesn't change the sales invoice, which it shouldn't. But surprise was it could change any invoices selected no matter if those were already issued/ paid/ closed etc.
Ankit Mandowara
shared this idea
Appreciate the added detail, Ankit. Understand how an extra warning and drawing attention to the impact a change could make may help some users.
I've slightly edited the title of your idea and we'll get a sense from the wider community here that'd find this helpful (feel free to share with your own client too!)
It's not something we have planned at present, but will update you here if any are made. 🙂
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Ankit Mandowara
commented
Hi Kelly,
I understand the usability of the function and it’s pretty helpful, really!
The idea is that small business owners who may not have advisors etc, they may use this function to change already issued invoices.
Basically, some popeup like “are you sure you want to change already issued invoices, this may impact your already lodged Tax returns and revised invoice would need to be sent to your contacts which may impact their already lodged tax returns too.”
Some popup along these lines would help someone with not enough knowledge may earn prompt them with the impact of changing the tax on sales invoices issued in past.