New options for searching, editing, and automatically linking tax codes

New functionality has been added to optimize the options that are available for managing tax code integration.

Details

Sage Construction Management introduces new functionality for managing tax codes. You can now:

• Search for tax codes

• Edit tax code rows

• Link automatically Sage Construction Management tax codes to tax schedules in Sage Intacct

How it works

1. Select Accounting Link > Posting Preferences.

2. Select Tax Codes > SIC Tax Schedules.

3. Enter a tax code in the Search field.

4. Select the edit icon on the right of a tax and apply the needed changes in the row. The updates made in the grid are stored locally. Select Save to update the system.

   

5. Select Choose Bulk Action > Autolink Sage CM Tax Codes to SIC Tax Schedules > Apply Changes.