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 si...
Forum Discussion
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
