Happy Thursday! This evening, we're publishing a new update for the Fast-Weigh Web Portal that is focused on tax codes. We are now allowing users to apply tax codes at the Load Ticket level. This update will affect the way tax can be managed throughout your Fast-Weigh system, offering a more flexible way to establish and control tax during ticketing, and later apply it during your billing process. Additionally, this will eliminate the need to use multiple orders or multiple versions of the same product if you need to apply more than one tax rate to a single product.
This update will take place over two phases. We'll add the tax code changes to the Web Portal first, while a tax code update for the Fast-Weigh Desktop Ticketing app will be rolled out at a later time. Here's an overview of the changes:
Tax Code Update Phase 1: Web Portal
Up to now, tax codes have been controlled only at the Order Product level. We are applying a change that will allow tax codes to be applied during ticketing as well.
How will this work?
- As a result of this change, tax codes can now be selected while creating Tickets on the Ticket Entry screen (or via the Desktop Ticketing app once Phase 2 of this update is released), when editing Tickets through the Ticket Query or Ticket Bulk Edit, and when reviewing Pricing on the Billing screen.
- When creating a new Ticket, a Tax Code selection field will be visible. The tax code in the field will default to the code established on the Order Product, but can now be selected at the ticketing level as well, which will override the Order Product tax code.
- Because the Ticket tax now defaults from the Order Product tax, selecting the tax during ticketing is optional. For businesses who don't need to control tax at the ticketing level, this update will not disrupt your ticketing operations.
How does this effect the way Tickets are edited?
- Important Note: After this update is published, you can no longer change tax codes on existing Tickets by editing the tax on Order Products.
Moving forward, you will need to edit tax retroactively by editing a Ticket through Ticket query or using the Ticket Bulk Edit screen. You can also edit tax on tickets by going to the Billing module, querying out a set of tickets, and pressing the Pricing button. There, you can choose the desired tax code and check the Update All Tickets checkbox to apply the change.
How does this affect Billing?
- We now support the ability to break invoices by tax code, allowing your company to produce separate invoices with Tickets for each tax code.
- You can manage your invoice page breaks by going to Portal Settings, where you will see several new options under Default Invoice Break: Customer/Tax Code, Customer/Order/Tax Code, and Customer/PO/Tax Code.
Tax Code Update Phase 2: Desktop Ticketing App (Coming Soon)
During Phase 2 of this update, we'll release a brand new version of the Fast-Weigh Desktop Ticketing app which includes the ability to select tax codes while ticketing.
How will the new Tax Code dropdown field display on the app?
- For the Tax Code field to display on the Ticketing Screen, a Tax Code Group will need to be established during Order Setup. If no tax group is established, the tax selection field will not be visible to the scale operator.
What if I don't want to use this feature at all?
- If your scale operators never need to select a tax code at the ticketing level and you prefer to control tax codes only at the Order Product level, you'll be able to turn the new field off entirely by going to the Settings menu on the Desktop Ticketing app.
As always, please let us know if you have any questions. We're here to help.
Thanks,
The Fast-Weigh Team
Related Posts
Happy Thursday! This evening, we're publishing a new update for the Fast-Weigh Web Portal that is focused on tax codes. We are now allowing users to apply tax codes at the Load Ticket level. This update will affect the way tax can be managed throughout your Fast-Weigh system, offering a more flexible way to establish and control tax during ticketing, and later apply it during your billing process. Additionally, this will eliminate the need to use multiple orders or multiple versions of the same product if you need to apply more than one tax rate to a single product.
This update will take place over two phases. We'll add the tax code changes to the Web Portal first, while a tax code update for the Fast-Weigh Desktop Ticketing app will be rolled out at a later time. Here's an overview of the changes:
Tax Code Update Phase 1: Web Portal
Up to now, tax codes have been controlled only at the Order Product level. We are applying a change that will allow tax codes to be applied during ticketing as well.
How will this work?
- As a result of this change, tax codes can now be selected while creating Tickets on the Ticket Entry screen (or via the Desktop Ticketing app once Phase 2 of this update is released), when editing Tickets through the Ticket Query or Ticket Bulk Edit, and when reviewing Pricing on the Billing screen.
- When creating a new Ticket, a Tax Code selection field will be visible. The tax code in the field will default to the code established on the Order Product, but can now be selected at the ticketing level as well, which will override the Order Product tax code.
- Because the Ticket tax now defaults from the Order Product tax, selecting the tax during ticketing is optional. For businesses who don't need to control tax at the ticketing level, this update will not disrupt your ticketing operations.
How does this effect the way Tickets are edited?
- Important Note: After this update is published, you can no longer change tax codes on existing Tickets by editing the tax on Order Products.
Moving forward, you will need to edit tax retroactively by editing a Ticket through Ticket query or using the Ticket Bulk Edit screen. You can also edit tax on tickets by going to the Billing module, querying out a set of tickets, and pressing the Pricing button. There, you can choose the desired tax code and check the Update All Tickets checkbox to apply the change.
How does this affect Billing?
- We now support the ability to break invoices by tax code, allowing your company to produce separate invoices with Tickets for each tax code.
- You can manage your invoice page breaks by going to Portal Settings, where you will see several new options under Default Invoice Break: Customer/Tax Code, Customer/Order/Tax Code, and Customer/PO/Tax Code.
Tax Code Update Phase 2: Desktop Ticketing App (Coming Soon)
During Phase 2 of this update, we'll release a brand new version of the Fast-Weigh Desktop Ticketing app which includes the ability to select tax codes while ticketing.
How will the new Tax Code dropdown field display on the app?
- For the Tax Code field to display on the Ticketing Screen, a Tax Code Group will need to be established during Order Setup. If no tax group is established, the tax selection field will not be visible to the scale operator.
What if I don't want to use this feature at all?
- If your scale operators never need to select a tax code at the ticketing level and you prefer to control tax codes only at the Order Product level, you'll be able to turn the new field off entirely by going to the Settings menu on the Desktop Ticketing app.
As always, please let us know if you have any questions. We're here to help.
Thanks,
The Fast-Weigh Team
