Exceptions dashboard
I have 3 issued flagged on the exceptions dashboard under 'Tax code exceptions (invoices), whe i click on this to find the invoices in question, nothing comes up, so i dont know how to rectify the situation.
Forum Discussion
4 Replies
Hi LBInteriors,
It can be a bit confusing when the dashboard shows 3 issues but the report looks empty. It’s because the Tax code exceptions (invoice transactions) report is hiding zero-balance rows by default. If you open that report and:
- Set the date range to match what you’re using on the dashboard.
- In the report filters, tick the option to include categories with a zero balance. Once done, re-run or refresh the report.
You’ll see the 3 invoice lines that are triggering the flags so you can open each one, fix the tax code if needed, save, and then refresh the Exceptions dashboard to clear them.
Cheers,
Doreen
Thanks Doreen,
I have found the invoices in questions and the tax codes were all correct, so no changes to be made. Refreshed the exceptions board but the flags remain, same with the cash transactions. Cash transactions are flagging Motor Vehicle Expenses as I changed the tax code to E (I claim mileage, not expenses). It also wont clear.
Cheers
Lesley
Hi Doreen,
I manually went through each transaction and entered the same tax code, then refreshed and that did the trick, with the exeption of Cuuurent year and retained earnings. Any suggestions?
Lesley
Hi LBInteriors,
Nice job tracking those invoices down.
The Tax code exceptions checks for lines where the tax code doesn’t match the default on the linked account or item, not whether your choice is “wrong”. So if you want those Motor Vehicle Expenses to be E, edit the Motor Vehicle Expenses account in your chart of accounts, set the default tax code to E, re‑save the flagged transactions, then re‑run the Exceptions dashboard, and those warnings should clear.
If the flags are still hanging around after that, the best move is to reach out to our support team by creating a ticket in My Account or connecting with our live chat team through MOCA, our virtual assistant, so they can help you find the cause of those flags.
Regards,
Genreve
