GST Exclusive Amount on invoice line

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Bernard Bailey_8764843
Bernard Bailey_8764843 Member Posts: 2 ✭
edited March 2017 in Reckon One
Hi team,

I just started with Reckon One, so now I am finding out what I don't know.

I have always invoiced professional services with the following columns:

[Description                                     ][ Qty  ][ Rate ][  GST$ ][ Amount]
 Database consulting services            10      150      225.00  1500.00

[ GST$] is the amount of GST due on the GST exclusive [Amount] value

The  [Amount] is the result of [Qty] X [Rate]
 

I tried all the templates and I cannot  get anything to match.   I particularly do not want the [Amount] column to show a GST inclusive value. 

All assistance is appreciated.
  

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  • Qwerty
    Qwerty Member Posts: 261 ✭
    edited March 2017
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    10 Nov 2016

    Hi Bernard,

    Are you an NZ user? I noticed the GST portion in your example is 15% (GST in AUS is currently 10%).

    If you are an NZ user then try this.

    1. Select the Administration menu (the cog icon top right) > Settings > GST settings > General
    2. You will see the page below.

    a) Update the 'Default sales figures' setting from 'GST inclusive' to 'GST exclusive'.
    b) Optional: You may also enable the option 'Allow uses to choose if amounts include GST'. Once this option is enabled the invoice form will have an additional option in the header sections that will allow you to toggle the invoice form between showing exclusive amounts & inclusive amounts.

    image

    3. Create a new invoice & notice that new invoices moving forward now default to displaying GST exclusive amounts.

    I've included a screen shot below using your example with an invoice showing showing GST exclusive amounts

    image

    4. If you enabled the toggle option then you can also toggle existing open invoices from showing GST inclusive amounts to GST exclusive amounts.

  • Bernard Bailey_8764843
    Bernard Bailey_8764843 Member Posts: 2 ✭
    edited November 2016
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    Thanks Qwerty for responding  so quickly.

    I figured out the only way to get a Rate to pop up was to load an Item called Rate and that meant I could get Qty * Rate on the line.  

    I would like to change the label in the invoice print output from 'Item Price' to 'Rate'.  Is that possible?

    Or is there some other way that is n ot documented ?

    Chrs Bernard   

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