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2020-1Q: Invoice Aggregate Taxes

A new feature has been added to enhance the tax functionality within SIMPLer. It allows for an operator to combine (aggregate) taxes so that there are two items shown on an invoice, i.e. one for taxes and the other for franchise fees.

An operator is able to group taxes (City, County, and State) into one to be displayed on the invoice using the "Invoice Aggregate Name".

To make use of this feature:

    1. Click on
        => Settings
        => Tax Rates
    
    2. Type the name that you would like displayed on the invoice under the column "Invoice Aggregate Name"
        Click
        => Update Tax Rates


Fig 1 Tax Rates Table


You are also able to set a default "Invoice Aggregate Name".

To do this
    1.  Hover over "Settings" 
        Click
        => Modify WISP
    
    2. Scroll down and under SIMPLER Settings you will find "Tax - Default Invoice Aggregate Name"

    3. Change the name to what you would like it to be.

    4. Click 
        => Update WISP

Fig 2 Modify default Invoice Aggregate Name

    
The following template variables need to be used to display aggregated taxes on the invoice template (the following is an example with some HTML code):

<TMPL_LOOP NAME=TAXBREAKUPGROUPTAXES>
<tr>
<td><font color="#084a89" size="-1"><em><TMPL_VAR NAME=NAME></em></font></td>
<td align="right"><TMPL_VAR NAME=CURRENCYCODE>&nbsp;</td>
<TMPL_IF NAME=FLAT_FEE_FLAG>
<td align="right"><TMPL_VAR NAME=AMOUNT_PLUS_FLAT_FEE></td>
<TMPL_ELSE>
<td align="right"><TMPL_VAR NAME=AMOUNT></td>
</TMPL_IF>
</tr>

</TMPL_LOOP>


Published Date: [09-April-2020]



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