Transaction Tax Code Report

[Cath13]

Hi,

After allocating transactions in bank feeds I usually run the transaction tax code report to check everything has been allocated correctly. Not all transactions are pulling into the report. All transactions are allocated to an account with a tax code. I've tried updating, and restarting but I'm not sure why they arent coming through. 

Any suggestions/help appreciated.

Thanks

[Tracey_H]

Hi @Cath13 

Sorry to see that no one has replied to you yet. The transactions listed in the Transaction Tax Codes report are based on the transaction date so I'd check the dates of the actual transactions and the date filters in the report.

If the dates aren't the issue can you send screenshots of an example transaction and the report. Please ensure sensitive information is removed from screenshots prior to posting on the public Forum.

Please let me know how you go.

If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.

[Katie3]

Hi Tracey,

I have same issue...i can see data coming through in General ledger details (lets say for Sep quarter) but some accounts do  not show up in transaction tax code for the same Sep quarter.

Katie

[Tracey_H]

Hi @Katie3 

Apologies for the delay in replying to you. If you're still having trouble with this can you send screenshots of an example transaction and the report so that I can look into this for you.