don't want automatic gst screen dump in estimate

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  • Updated 3 years ago
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Hi,

I am doing up a specific estimate for a customer.
I have done an estimate with a list of items and prices followed by a list of conditions.
I have deleted the sub total, tax amount and total amount from the bottom of the quote as I don't them set out this way.

When I press print (or print preview), it adds another line ...
Description is "10% GST", then the amount is "10.00%" then there is a total figure.

I don't really want the line there, but if I do have to have it, is there anyway I can move it up so it is under all the prices, not at the end under all the conditions. ???
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Rebecca

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Posted 3 years ago

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Christine Dalrymple, Accredited Partner

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Try looking in your template set up for estimates - you may be able to remove a column to fix this.

Also, check the item list for the ones you are using in the estimate to see how they are set up.


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Rebecca

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Thanks Christine for your response.
It's not quite what I am after...

I have already used the template set up to design my columns and footer(removing sub total and tax and total amounts) - as you can see a blank in the bottom corner.

I have checked the item list for a GST line similar to the subtotal line you might use in a normal estimate, but can't find anything.

Regarding removing a column, I am still using the QTY, U/M, Amount and total columns at the beginning of the quote when listing items. It's just the screen shot of the second page where you can't see them being used.

I'm not sure I understand your suggestion to check the items I'm using. They are all set up with GST which is what i want, I just don't want the screen dump at the end.

I am highly suspicious that by deleting the sub total, tax amount and total amount in the bottom corner has a lot to do with this problem. So I'm happy to show GST somewhere if necessary, but would prefer it at the end of my items.

Hope I haven't confused you.
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Rebecca

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I just tried to add a GST (TAX AMT) column to see if that would help, but it didn't.
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Viking Rollers

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Same thing happens on the Purchase Order.
It doesn't appear on the screen. 
When I press print (or print preview), it adds another line " non cap- acq-inc GST".
Try to edit the wording on "Description Edit Tax code".
comes out warning cannot change it.

I suspect it is the removal of the columns called: GST item and GST code that is causing this.

When I layout my estimates like the picture below, I beleive that is the style you may seek. My example is in RA2016R2 desktop.

Gary





with the result as follows.





 
(Edited)
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Rebecca

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can you please try the same thing, but with removing the sub total, plus Tax and Total incl GST from bottom right hand corner. I don't want these included on my estimate.
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Rebecca

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I could also add that I do have these columns on my screen view, like yours, and also like yours I removed the GST code column for print view and left the GST Amt column to show in print view.
Rebecca

Yes, I see your situation.  I too, have removed the sub-total, GST and TOTAL (incl GST) from the bottom, and this left the template with nowhere at all to put the GST aspect on the sheet.  So, it does the next best thing of trying to put a line there, so that the price is known to be inclusive of GST (otherwise what would it be interpreted as).  OK...   but if you use an ITEM (even a 'general' item that you overwrite the description and pricing with, as I do for lots of those one-ff line items to quote,  the presense of an ITEM line  splits out the EX-GST price and the sole GST amount as per this screenshot:
(ie:   create a general purpose  ITEM in your ITEM list called "general" or some name you prefer).

See there are TWO lines of DOLLARS now - how does that suit?

My argument is, you would be astute to declare whetehr your price includes or exclues GST for the reader to better understand.





OR:  if your price INCLUDES GST  you could click the bottom left button on the Estimate as you are preparing it ( the:   "Amounts include tax"   BUTTON)

If by chance you are selling something where GST never applies, then create an ITEM that is called gst-FRE-general,  and set it to be 'FRE"  (no gst applies),    and you would end up with the  just the $3380

All possibilities covered I trust!








Gary


Gary Pope
m: 0408994799
e:  gaz@alchester.com.au
An Accredited Partner- Consultant (VIC. Aust)
http://www.alchester.com.au/reckon-ac...
“Working with Accountants/Bookkeepers PPs/APs, as an
     independent IT Professional and retired FCPA Accountant”
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Rebecca

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Thank you Gary,

Can you please try the same thing now with a list of conditions (eg. Meals and Accommodation to be provided). And you will see the 10% GST line comes under your condition, not under the dollar value.

Just to confirm, my situation is the first, not the including GST nor the NON GST, as customer wants items as ex GST.
I'm not sure I understand your statement. "See there are TWO lines of DOLLARS now "

Your screen shot shows exactly the problem I am facing. I have a series of generals item and a price amounts ex GST, Followed by a list of conditions. I am very happy for the GST component to show on the Estimate as you have said - best to show customer. So, is there anyway I can move the automatic 10% GST amount above the list of conditions to under my items?
(I must add, the list of my conditions is half a page long, not suitable to put in the customer comment section, and not general enough to put in a supplementary General Terms and Conditions document).

Thank you for taking the time to understand and follow through with my question!!!
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Rebecca

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P.S. I see the solution as you outlined: that by checking the Amounts Include tax box, the screen dump does not happen. Unfortunately for me the customer wants it to be ex GST.
Rebecca

Setup an ITEM in your ITEMS LIST that has a gst code of 'FRE"  (ie: no GST).  Even go to the touble of making the item CODE sound like it is a gstFREE item.

Also, tick the box at the foot fo the estimate to say that items on the estimate include (any) GST (of which, in your case, if selecting only FRE items, will amount to ZERO).

The result is as follows,. and also highlights a column that demonstrates that no GST has been allowed for in the estimate.

By the way,  you can create an ITEM that contains you varying list of conditions.  I sometimes make up a MAXIMUM CONTENT set of conditions (ie: a hamburger with the lot) with no dollar or gst values).  Then I hand select the removal of the odd extraneous conditioon that might not apply to the NEXT customer.  Once all that is setup , I MEMORISE the estimate so that it is all tricked up ready to be REUSED for the SAME customer again next time round.  The next time, I use the memorised transaction and just change the items of a dollar nature that need enhancing, and the DATE and bingo - a ready-to-go estimate net time round.






Gary
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Rebecca

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Thanks again for your reply.


Sorry to have confused you, I am using GST items, the problem is they need to be itemised as an ex GST price.

GST will still be included in the final figure. And I'm happy to have a GST line (similar to sub total line in an estimate), but just don't know how to put it above the conditions.


So using this image of yours, is how I want it to look exactly, along with a list of conditions underneath the 10% GST line.
(The first image from your second response).

Image https//d2r1vs3d9006apcloudfrontnet/s3_images/1499858/RackMultipart20161021-21381-twh7t0-2016_10_21B_EStimate_example_showing_line_item_GST_PREVIEW_without_BOTTOM_sub-totals_inlinejpg1477028333
But I'm finding once conditions are added, the 10% GST line goes under the conditions and doesn't stay at the top.


Thank you for your trouble Gary.
(Edited)
Rebecca,  yes we seem to be doing the rounds on this one for sure.  You seem to be concerned more about the CONDITIONS than any other aspect of this whole story. IE:   It is the long list of 'CONDITIONS'  that presents the problem.   Any attempt to make those CONDITIONS appear in the detail part of the Estimate,  means that the total GST line falls under them,  becuase that line seems programmed to do only that.   So, now my thoughts turn to you changing your template to introduce a bigger CUSTOMER COMMENT area which is that area that is the bottom left squared off area of most default templates.   But my fear is, that the use of THAT rectangular area may end up being repeated on every page of really long estimates - and if your CONDITIONS are plentiful, then all that's going to result, is lots of pages of repeated CONDITIONS.  Obviously that is not a solution.   But from this exercise soi far we've demonstrated together that:
a)   detailed ITEMS lines roll down the screen with combinations of disclosed gst or not, or free or no and so forth NO WORRIES there.
b)  stuck with a programatic rule that summarises the GST as a final line item in said detail area, but you don't want it 'there' - preferring it to be the second last disclosed line, BEFORE the "conditions"  -  <the problem>
c)  Even turning on the customised FOOTER to include the PLAIN TEXT box, repeats on every page - also unsatisfactory for you
d)  the sub-total, total and GST included amount "BOXES" (normally at the bottom right)  can go anywhere.   SO:   What about taking just the GST (included)  "BOX" and placing it up in the header area as a compromise perhaps?  (even if it appears on multiple pages).

Not sure what the rationale is for your request.  If the LAST PAGE clearly shows the all up amounts without GST, then the GST and the total,s surely you're covered for the commercial offer aspects, and the conditions still flow as the  (second last) item.   Do you feel the GST tally is too buried in the forest , so to speak,  ending up on a line that PRECEDES all your conditions?


May not be too many other variations here, that I can see, having looked at it for a few  hours already for you.


Gary
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Rebecca

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Thank you again for your response, and your time and effort on my question/ problem. I am grateful.

I previously did not understand your suggestion to use the Tax summary box in footer to fix the problem. Is this what you mean by your point c) using customised footer including Plain Text Box. This is a great solution, I have added the TAX Summary to the footer and it works!!! I don't mind if it's on every page! This is the answer I was looking for. I am sorry I did not understand this if you have explained it before. Breakthrough !!!

I must thank you again Gary for persisting to help me find a suitable solution. I understand it must be frustrating when people give parameters that don't make sense, and you can see the answer clearly if only they understood. It is also difficult to explain something via this format without being able to have verbal conversation to gauge if you are understanding each other. I hold you in high regard for following my problem through to the end.

While I don't have time today to outline my problems with the Sales Summary, Total Tax and Total Amount at the bottom of the page, I would like to follow this up at a later date.

With Kind Regards,
Rebecca
No worries, Rebecca.   Chasing down all the combination slike this proves useful for all manner of future reasons.   Everyday somebody has a new angle on things, so the exploration uncovers lots of other 'better understandings'..... so,  my pleasure!   Enjoy the outcome.

Cheers


Gary




Gary Pope
m: 0408994799
e:  gaz@alchester.com.au
An Accredited Partner- Consultant (VIC. Aust)
http://www.alchester.com.au/reckon-ac...
“Working with Accountants/Bookkeepers PPs/APs, as an
     independent IT Professional and retired FCPA Accountant”