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New Tax Adjustment is used to credit a client for returned parts or services. Creating a new Tax Adjustment is exactly the same as New Work Order / Client. No vehicle is involved in a Tax Adjustment as it is a client's account that ultimately receives the credit.

Select Invoice
from the Main Menu. From the drop down menu, select New Tax Adjustment. G-E presents the client search list. Select the client whom is to receive the credit from the list. When the client has been selected, the New Tax Adjustment header dialogue is displayed.

The Date
field is already filled with the current date. Select the date field and change the date if required. In the Description field, enter short notes about the reason for this Tax Adjustment. Enter a client's order number or reference if applicable in the Order # field. Click Ok or press Enter to move to the Tax Adjustment screen.

The Tax Adjustment screen opens just as "New Work Order/Client". As no vehicle is involved with a Tax Adjustment, direct access to model and text specific libraries is not shown. The difference between creating a work order and creating a Tax Adjustment is the total of any GST, parts, labour, sublet work, or other revenue added to a Tax Adjustment is subtracted from the client's account.

Using the global and model parts libraries, add any parts or labour etc. which is to be credited to the client. A Tax Adjustment does not need to be finalised. The client account etc. is updated when the Tax Adjustment is saved.

A saved Tax Adjustment can be re-opened for editing by loading the appropriate Tax Adjustment using the Load Tax Adjustment option and pressing the ALT+E key combination.
It is imperrative that you edit tax adjustments with the same caution as invoices. See here for details.

Note:
Any parts entered into the Tax Adjustment which are listed in the inventory, will be returned to the inventory on completion of the Tax Adjustment. This may require a manual update of these parts in the inventory if in fact the parts were not returned for resale.

Tax adjustment credits are applied to the client's account on the same date as that of the adjustment. G-E does not cascade credits backwards. What this means is if you apply a tax adjustment in the month following the original charge, the amount will be credited to that following month and the original amount will continue to show. We must allow this to happen as many companies would pay the excess amount for the previous month and expect the credit to follow in the next month.
For client accounts which do not flow on month to month, backdate the Tax Adjustment to the original date of the invoice.

Invoicing Overview

New Quote / Client
New Quote / Vehicle
Load Quote

New Work Order/Client
New Work Order/Vehicle
Load Work Order

Invoice Register    
View Invoice
Print Invoice
Invoice Print Dates

New Tax Adjustment
Load Tax Adjustment

Edit a Finalised Invoice