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FormerMember

Default settings in project accounting

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Posted By FormerMember

Hi

We use project accounting in Sage 200c professional to raise invoices for Clients against Technical agreements for services.

However, when it comes to 'maintain billing lines' it has a default VAT code instead of pulling through the relevant code for the Customer.  Any idea how I can change this please?

When I use the sales order processing function (this is for different types of invoices for goods etc) the Customer's VAT code is automatically pulled through. 

I have tried with our Sage supplier to have this amended but they have just responded after more than 2 months that it can't be done....surely not!

Many thanks

Julie

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    verified answer

    Hi Julie,

    i'm guessing your partner should probably have explained it better.  Having a look, there are no overrides to this functionality, the way Sage seem to have designed it may be right for some people but may hinder what you want to do, so it uses whats on the Bill Templates line (in this case for the VAT), but no option to do anything else. 

    There are two options i can think of, neither are "flick a switch" answers i'm afraid.  Firstly if your Partner has developers, you can see if they can customise the program to work how you want it to.  There is usually a cost involved with this i'm afraid.  Otherwise it can be logged as an idea on the ideas hub - https://www.sagecity.com/gb/sage-200cloud-uk/i/sage-200cloud-uk-ideas 

    There may be other 3rd party addons that could do it, but I would start with the above.

*Community Hub is the new name for Sage City