Known Issue: Invalid Tax Handling of Down Payment Invoice Amounts

Issue

Down payment invoice tax amounts are not being handled correctly after upgrading to 2018.5.


Version Affected

ConnectWise Manage Version v2018.5.


This will affect all cloud partners and any on-premise partners that had upgraded to this version.


Status

Unresolved


What we're doing about it

We've logged this with ConnectWise.


You may request updates to this ticket and advise if you are affected by this issue: 


ConnectWise Ticket: #10860621 

Date Reported: 21st August, 2018


Updates

21 August 2018Ticket logged with ConnectWise.

ConnectWise acknowledge receipt of issue.    
8 October 2018Issue is still not resolved.

ConnectWise support has advised that the issue should be resolved, however we are still receiving reports from partners that this is still an issue.

Followed up ConnectWise to see if the root cause of this problem has been identified.
10 October 2018No update.
12 December 2018Following up on root cause and permanent solution.

No update could be found, so this could possibly be an issue later versions (2018.6 and 2019.1). Please let us know if you experience this problem in any of the later versions.


How do we know this is an issue?

Despite ticking the invoice option Down payment was previoulsy taxed, the example below demonstrates that the down payment GL Entry was broken into two parts, one part being taxable, the other non-taxable.


Since there was only one down payment processed, we would expect one GL Entry for the down payment for the entire amount, being taxable, ensuring the tax is credited when it hits the GL.


Invoice Tab in ConnectWise

See that the Down payment was previously taxed option is ticked.


GL Entries for the down payment in ConnectWise

See that there are two entries. 


XML Output

The first line is taxable, where the second line isn't.


S
Simone is the author of this solution article.

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