Calculating Tax on Payable Invoices

Note: External tax calculation must be enabled for the org and the owner company. If you don't have this enabled, contact your administrator.

Notes: If there are unsaved changes, a dialog box displays, and you can select from the following:

Select Continue Editing to continue to edit the payable invoice expense and product lines.
Select Discard and Continue to discard the unsaved changes and continue to post the payable invoice.
Select Save and Continue to save the existing changes and continue to post the payable invoice.

To calculate tax on a payable invoice using Lightning:

Click the Payable Invoices tab.
From the list view, click the payable invoice that you want to calculate tax on.
On the invoice detail page, click Calculate Tax. The Calculate Tax window displays.
Review the tax details of the payable invoice and click Accept Tax.

Note: You can only calculate tax on payable invoices when they have a status of "In Progress".

Concepts

Tasks