We have many T+M items that are not taxable to the customer. On a T+M billing, setting up the main contract as taxable makes all items taxable. We can manually change line items in "modify billing" so they are not taxable, but if there are a lot of lines, this is very time consuming.
We would like to see a feature in phase setup similar to the ability to indicate whether a phase is allowed markup, except this would indicate whether sales tax is applicable to the customer. This would dramatically improve errors in billing accidentally for sales tax on items that should not be billed tax as well as the time spent on manually changing each applicable line.
Tina McElrath
| Company | MDU CSG, Inc. |
| Job Title / Role | Training & Service Coordinator |
| I need it... | 6 months |
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