Is there a way to have the Tax Category on a Revenue Task be defaulted without needed to manually select one? If someone forgets to add a tax category, that task when billed will not charge taxes to the customer and this could create tax reporting problems if not caught.
Answer
Tax Category Default on Revenue Tasks
Best answer by Laura03
Hi,
One idea is to add the tax categories to the Common Tasks or to the tasks on the Project Templates. When adding new projects using project templates and adding new tasks by choosing from Common Tasks, the tax category would be correctly defaulted.
+19Hi,
One idea is to add the tax categories to the Common Tasks or to the tasks on the Project Templates. When adding new projects using project templates and adding new tasks by choosing from Common Tasks, the tax category would be correctly defaulted.
~ Laura Barber, WM Synergy
+3Hi
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