Wednesday, February 6, 2019

Edit a Tax Period for Existing Transactions

When a Transaction is created, the transaction Date entered determines the Tax Period to which the date is included. Once saved, Tax Period can no longer be changed.


Tax Period is not an available Field on any transaction form but will change accordingly if you set a different Transaction Date.   

Note:  This is covered by Enhancement#202236 (Setup > Customization > Transaction Forms > Screen Fields > Main > Please have the ability to expose the tax period field was filed  

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