Set Up Taxes to Create A/P Invoices

 

 

To set up taxes to create Accounts Payable invoices

  1. Select Payroll > Setup > Company Tax Group Setup.
  2. Enter a tax group.
  3. In the grid on either the Main tab or the Additional tab, locate the tax.
  4. Enter the vendor number for the vendor to use on the invoice. You may need to scroll to the right to see the Vendor No. field.
  5. To group multiple taxes on one invoice, enter an invoice prefix. This is optional.

    The prefix, combined with the vendor number, is used to determine whether taxes are grouped on one invoice.

  6. Repeat the two previous steps for additional taxes as needed.
  7. Click Accept.

Accounts Payable invoices are created for this tax group when you update the Payroll Check Register. The invoice number is the prefix, if one was entered, plus the payroll source journal number plus the sequence number. You can use the Update to A/P Invoice Log to review the invoices that are created.

You can then view, modify, or delete the invoices in A/P Invoice Data Entry before updating the Accounts Payable Invoice Register.

The invoice date is the same as the Payroll Check Register posting date. The general ledger account number entered in Company Tax Group Setup is used for the general ledger account on the invoice.

The following are the default comment formats for the taxes: