Adjustable GST amount in expense tracking
Hello,
I would like to confirm whether we can adjust GST at the individual item level, as some expenses are GST-applicable while others are GST-free.
Forum Discussion
1 Reply
Hi WaterHunt,
Thanks for your post. Yes, you can update this at the Invoice level, as long as the invoice hasn’t been closed or had a payment applied. Once either of those happens, the invoice is locked and can’t be edited unless we remove the payment.
If the invoice has already been saved, just tap the edit pencil icon, head to the item section, then click the arrow next to the item you’d like to update. From there, you can change the tax code details.
If you don’t want to keep fixing this at the invoice level every time. Fair enough, that gets old fast.
Instead, you can update it at the source so it’s right everywhere going forward:
Go to More → Products & Services → three dots (top right) → Edit → Item option (Change)
Do it there once, and you’re sorted across the board 👍
Let us know if you have any questions :)
Thanks,
Hannah
