Thanks @emre. I was beginning to think I was crazy, or there was a bug.
Maybe the Tag could be {TAX AMOUNT:X}, since {TAX AMOUNT} already exists?
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@kendash, I found out when creating the GC scenario, that I could indeed have a Transaction Document that had no Source Account. In the Transaction tables in the DB, the row would show NULL as the Source.
OK so thats good there is still hopeā¦ Now i just need to figure out how to make it read the specific tax amounts as the actions āAmountā
I tried {TAX TOTAL} with a transaction that only has the credit account and no sourceā¦ it does nothing. But it does work if I list a source. So maybe the fix he is working on might allow me to do what I want.
@Jesse maybe it is simpler than you thought. I think you only need a single account transaction type that takes tax account as source and gov payments account as target. When you make a payment to gov tax account balance decreases to zero. The credit amount of the tax account shows how much you owe, debit amount shows how much you paid and balance displays how much you should pay. Doesnāt it works?
ā¦ also you should create a account transaction document type to create transactions when you make payments to gov. Just like how customer account payments works.
I got that part to work. I can successfully transfer money from my Tax Expenses into my government bank accountā¦ what I want is something to fill in the Credit amount on my Tax Expenses account so when I make a payment it reads - balance.
EDIT: I think what your saying is what I wantā¦ Im just having trouble getting it to work. I want the Debit Portion of Tax Expenses to auto populate based on each sale. And then when I manually make payment into the government bank account it takes it out as a Credit and brings balance to 0
The issue im having is getting the Debit portion to increase by reading the individual tax values.
I donāt think you need tax expenses accounts. You can use tax accounts listed under sales accounts so you wonāt need mirroring.
I see what your sayingā¦ let me try that and see how it looks.
It does not workā¦ it adds to the Credit portion of taxes under salesā¦ and if i try to make it not use a source account it crashes. If i use the tax accounts listed under sales then it messes with receivables and makes it not accurateā¦
I just tested if I could create a transaction that does not use a source and use an action to deposit a fixed amount into itā¦
The action will not execute if the transaction does not have a source. It would work beautifully if the action would execute the document and deposit an amount without a source.
OK let me post a sample shortly.
Iāve done it before (NULL Source). I need to take a look at an early implementation of my GC system and get back to you.
I can manually add a line to transaction to make it enter a fixed amountā¦ so it should be possible but the action will not execute the same. Its almost as if the action is set to look for a source if it doesnt have a source it wont create the transaction line.
Interestingā¦ It let me manually add the line to the transaction to deposit the amountā¦ it worked amount showed in correct account etcā¦ but when i went back in to erase the line the program crashed
Itās here somewhere, above this post:
not sure where the crash came fromā¦ i reloaded and went back in to accounts/transactions and it let me edit and delete the line without a crash. Everything is working fine nowā¦except the action/rule will not allow a transaction to be made if I have source blank. If it would allow that and I could get the printer tag line to pull the right taxes it would work flawlessly
Let me share my idea. I hope to feature most useful topics discussed here so you can construct your own setup.
This is my current quick setup. I owe 62.76 to gov and paid nothing.
We have a Tax Payment Button. Clicking it will let me pay taxes. Iāll pay 5 to queen and 40 to state.
This is the result.
This is the current state of the database.
data41.zip (119.6 KB)
Now you may say you donāt pay %100 of your tax. For example %50 of Queen tax and %70 of state tax.
If it is the case let me fix that printer template tag issue and create a sample for it too.
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Ok that looks like it may work. I see that it does not affect receivablesā¦ and the taxes still get moved into receivables. I am going to take a break for hour or so and ill be back to try that implementation. Just initial looking at itā¦ looks like its what I wanted.
So I should move taxes out of sales accounts and move money from the taxes account. By moving them out of sales it doesnt affect receivables anymore.
If that setup works for you I can also demonstrate how to create an additional transaction to decrease tax payment from cash.
For example
See how it also decreased Cash account. Tax Payment Transaction document generates multiple transactions in this case.
This is the next state of database so you can compare differences.
data41.zip (122.8 KB)
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This works great Thank YOU!!! Took me a bit to get in my head the structure because it almost looks backwards when looking at it. But I got it to work.
I guess I am confused. I can make it work with buttons that are accessed when clicking account detailsā¦ but i cannot get a button to appear on the general tab and work