General

Alternative GL Accounts and Tax Rates

How to address special requirements for Tax Rates received or the General Ledger Accounts to which sales are recorded.

Alternative General Ledger Accounts

Alternative General Ledger Accounts direct sales to different accounts in your accounting software. When applied to a customer in the CRM, the Alternative General Ledger Account automatically appears in the Sales Order when that customer is chosen.

This is a great feature if you always record sales to a specific customer to a specific account, and need to automate this process.

This article assumes that you have already set up your accounting software, and that you have created Alternative GL Accounts. If not, see the Setting up Alternative General Ledger Account Help article for additional information.

To Apply an Alternative GL Account to a customer:

1. In the CRM module, select the customer name in the Company column that you would like to update.
2. In the Accounts section, choose the correct account from the Alternative GL Account drop-down.
3. Select Save.

Alternative Tax Rates

Alternative Tax Rates alter the Tax Rate applied to your Sales. These can be applied to customers so that the correct Tax Rate is applied automatically in a Sales Order.

There are several reasons a customer may be assigned an Alternative Tax Rate:

• They are not charged GST or VAT (e.g., they are a charity).
• You do not charge Tax by default and would like to include Tax for certain customers (e.g., U.S. State-based Tax rates).

Alternative tax rates must be set up correctly before they can be applied to customers. See the Setting up an Alternative Tax Rates Help article for additional information.

To apply an Alternative Tax Rate to a customer:

1. In the CRM module, select the customer name in the Company column that you would like to update.
2. In the Accounts section, choose the correct account from the Tax Status drop-down.
3. Select Save.

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