Sales/Purchases: Ability to set default tax inclusive check box preference

[ARRefrigeration]

When you create a new quotation or invoice, the Tax Inclusive checkbox is 'remembered' from the previous transaction.  I would like configuration so that all new invoices/quotations have the checkbox ticked or unticked according to the configuration setting.  This means that each business could control the setting according to their business requirements.

In our personal business situation, industry standard for our commercial work is typically GST exclusive whereas our domestic stream of work is typically GST inclusive.  We have had a couple of occasions now where the GST checkbox was 'remembered' from the last quotation (that was GST inclusive) and as a consequence a quotation that should have had 10% added for GST was not added because it was not noticed that the checkbox was on.  This of course can be the difference between making a profit or a loss.

[Barry_C]

Thanks for the great idea ARrefrigeration, How about if we added a tick box on a supplier or customer card to make a transaction default to tax inclusive or exclusive? This way it will default based on the card. Do you think this would help? We would love to hear what others think about this.

[HamiltonRoofing]

Absolutely!!!!  I couldn't agree more with ARRefrigeration!  It is such a shame there is not currently a setting in Preferences where we can nominate to have the Button either ticked or unticked, without it remembering what the last transaction was.  Barry_C your suggestion is good, but I would also support an overall Preference option, rather than having to nominate under each Card.

[Bathrooms]

It would be helpful to have a GST inclusive or exclusive tick box in preferences for system wide default.  At the moment it only picks up on the previous entry when creating a new purchase invoice or sales invoice.  Sometimes staff have entered a whole page before relising the top GST box is ticked for that specific entry.  Or am I missing something?

[Bathrooms]

Please!!!

[Mrs_Vee]

 I NEED this option to happen and SOON! I am getting myself into so much trouble with the gst component NOT be added to invoices and would love to be able to have the default set as "exclusive" permanently. Thanks ARRefrigeration for bringing this up!

[Steven_M]

Hi @Mrs_Vee

Thank you for your feedback and voting for this idea. I have shared your comments with the team

[Lee82]

Strongly in favour of being able to set whether the default invoice generateed for a customer is GST tax inclusive vs tax exclusive. This solves exactly for our use case.

[KattC]

Hello @Lee82

Thank you for your comments for this idea, we also strongly suggest you also vote for this idea. I have passed your feedback onto the team. 

[cmc]

Yes, I'd like a tick box under 'Preferences'.  My client has just come across this problem after upgrading from Premier to AR 2015 and is not happy at all.  As ARRefrigeration says, it can be the difference between making a profit and a loss.

As I sold the idea of upgrading to them on the basis that bank feeds etc would be a plus, they're not very happy.  Constant vigilance is necessary and it's a big drag when there's lots of invoicing.

[Trav9999]

I rarely use the "Tax Inclusive" checkbox. But when I do, it's quite often that I forget to untick it on the next invoice, and I end up having to redo invoices. This embarrasement would be eliviated with a simple setting of

"Default to Tax Exclusive"

"Default to Tax Inclusive"

"Use last invoice setting"

This should be purchase orders too.