Accounting
A/R
- FTM-4986 / Missouri RUP Dealer Name and License Number – The Dealer Name and Dealer License Number set up on the Invoice Location are saved to the Invoice table upon saving the Invoice. This is only when adding an Invoice, not editing.
- Why – Saving the Dealer Name and Dealer License Number complies with the State of Missouri requirements.
- When/Where – The Dealer Name and Dealer License Number for the Location are saved when adding an Invoice.
- Action Needed – The Dealer Name and Dealer Lic # are set up on the Location's Profile tab at Setup / Locations. Ensure information here is accurate before creating Invoices.
Accounting Reports
- FTM-4807 / Alt 4 Combo Statement State and Adj Tax Code – The Alternate 4 Combo Statement was changed to use the GST/PST preference for Invoices, displaying taxes in the same manner as the Invoice document.
- Why – The Alternate 4 Combo Statement now aligns with the GST/PST display preferences used on Invoices.
- When/Where – This can be seen on the Alternate 4 Combo Statement document.
- Action Needed – This applies when:
- Alternate4 is selected from the Combo Statement drop-down on the A/R tab at Accounting / Setup / Preferences.
- The Print GST/PST Taxes option is checked on the Invoice Printout tab at Accounting / Setup / Location Preferences.
