Down payment invoice tax amounts are not being handled correctly after upgrading to 2018.5.
ConnectWise Manage Version v2018.5.
This will affect all cloud partners and any on-premise partners that had upgraded to this version.
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
|21 August 2018||Ticket logged with ConnectWise.|
ConnectWise acknowledge receipt of issue.
|8 October 2018||Issue 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 2018||No update.|
|12 December 2018||Following 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.
The first line is taxable, where the second line isn't.