Updating Tax information at the Beginning balance form at the Beginning balances Journal lines form for a project. We were looking forward to update Location, SAC codes, Customer location in the Tax information form. There is no workaround to this requirement. While uploading Beginning Balance for Hour entries, which needs to be invoiced to the customers of the client, the system does not have a provision to update tax and therefore for the entries posted through Beginning Balance, Tax is not calculating for those entries while raising Invoice. The client has gone Live recently and these entries are part of the Hour entries where revenue is already been accrued as part of Opening balance.

Under Review
Ideas Administrator

Thank you for the suggestion! This has been added to our roadmap and will be considered for a future release.


Kim Nelson

Program Manager, Project management and accounting