Find and Recode should not be able to change tax type without fair warnings iin Sales Invoices.
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
Hi Ankit, we appreciate the Find & Recode can have a significant impact in an organisation which is part of the reason this feature is only available to advisers within an organisation. We also highlight this within our help for the feature, and recommend that customers try it our in the demo company before using in their own org.
When you say you'd want a warning in sales invoices can you explain a little more of where and to who you'd like the warning shown?
-
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.