Name of Feature/Request: Have option for Default Tax Agency to override Tax Agency that currently gets automatically added if Location matches the same Location set at the Customer/Vendor level
What financial, time savings, or quality of life improvements will occur from this: Frequency: Multiple times a week | So only the Default Sales Tax with be pulled into the Invoice and not allow the system to match an existing Sales Agency because it matches the same City/State/County set at the Customer/Vendor level.
Attempted Solutions So Far: At the Customer/Vendor level, set the Location to be “Ship To” only so it doesn’t automatically pull in. Also, make the Bill To and Ship To fields unrequired so that information can be blank if necessary.
Digging deep - Any additional Why behind this request / How was this accomplished before Striven in what system or software: Previously accomplished: Sales Tax Agency is automatically pulling into Invoices
StrivenID: 4030091