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Set Tax Account line to use the same Location and Episode code as the selected Control Account

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Set Tax Account line to use the same Location and Episode code as the selected Control Account

Owned by Kai Andras
Last updated: 12 Mar 2024
2 min read

The default functionality in Eclipse is to use the location and episode code from the Indirect Tax Codes list for the Tax line.

 

This System Default sets the Tax Account’s location code and episode code to use the same location and episode code as the selected bank or petty cash account when you are inputting an entry into Eclipse.

 

This takes effect in the following entry screens:

  • Invoice Entry

  • Petty Cash Entry

  • Petty Cash Fuel Entry

  • Petty Cash Per Diems Entry

 

Enabling the System Default

You will need to enable this System Default under the Control Table → System Defaults → Tax Balance tab for the option you would like to apply: Location Code, Episode Code, or both.

image-20240312-020612.png

 

Once enabled, ensure that your Control Table accounts for the selected bank or petty cash account are set correctly by navigating to Control Table → Control Accounts. The system will use the location and/or episode code set here when generating a tax line.

image-20240312-021042.png

 

The system will no longer use the location and episode code for the tax line as defined in the Control Table → Indirect Tax Codes list. If you wish for it to do so, you will need to disable the System Default for the episode or location code.

 

Now, when the system automatically generates the tax lines in the entry screens, it will use the location and/or episode code of the selected bank account: