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Hello all,

Seems I completely missed this very important bit of information on VAT, thank you for bring this up @Hirum.
(I am based in UK and so will definitely get impacted because of this.)

I read above posts and so going to speak a bit below...

Going through the links, it seems that to get started we should be fine if we use the so called "API-enabled spreadsheets".

The process I currently follow is very similar, where I download all the tax related data from front accounting and then literally copy paste it in to an excel template I have created.

The only exception to above is when I have made journal entries for expenses and vat needs to be reclaimed, for these particular entries I copy paste lines in to above excel sheet, and every quarter the numbers match 100%.

The only new thing I see is that I'll have to use a excel sheet which would communicate with HMRC directly. So some work required.

With regards to the point of late entries or entries which need to be entered in next quarter, I follow a process where I reconcile every bank transaction (80% purchases in my case, and 20% comprises of sales/expense etc). Effectively I check what transaction are pending reconciliation from previous quarter, and they would be included in present quarter.

The template I use has some basic excel formula, which looks up net amount, tax rate from tax report via front accounting, and calculates vat amount on net price, and then check if it matches to what vat amount is in tax report(rounded to two decimal places, for avoiding penny errors).

Hope this long post helps. And please let me know if I can be of any help.

Also, if my memory serves right for zero rate tax, I've found that if you enter tax as zero, it doesn't show it as zero rate, if you don't enter anything it shows as zero rate

Just found this guys who are already providing solutions it seems
https://www.taxoptimiser.co.uk/Features/MTDVAT

I am sure we'll be fine when the time comes for MTD (Making Tax Digital).

Regards,
GJ

Hi,

Sorry to pick your brains again but, the problem I have in next few days is that my web services provider is going to stop supporting both php 5.6 and 7.0 completely, so I need to make sure that my existing installation 2.4.2 keeps working smoothly on php 7.1 or if possible php 7.2.

Right now when I change my php from 5.6 to 7.1, within my web services control panel, I encounter below error message, which I did try solving using this post but, it gave few more errors.

Fatal error: Uncaught Error: Call to undefined function user_company() in /customers/4/6/2/portuk.com/httpd.www/fa/includes/errors.inc:85 Stack trace: #0 /customers/4/6/2/portuk.com/httpd.www/fa/includes/session.inc(376): error_handler(8192, 'Methods with th...', '/customers/4/6/...', 19, Array) #1 /customers/4/6/2/portuk.com/httpd.www/fa/includes/session.inc(376): include_once() #2 /customers/4/6/2/portuk.com/httpd.www/fa/index.php(18): include_once('/customers/4/6/...') #3 {main} thrown in /customers/4/6/2/portuk.com/httpd.www/fa/includes/errors.inc on line 85

For now I want to make sure that I can keep working on 2.4.2, and if possible update to 2.4.4 in order to avoid more complications when it comes to updating to new versions.

As for above, I don't mind strict settings switched off, but I really don't know where or how to switch them off.

I need to update to 2.4.4 and with php7.1 or 7.2, as php5.6 and 7.0 won't be supported by one.com post mid Nov 18.

But I want to make sure i can have continuity of system in order to avoid manual entry or re-entry of transactions.

If I check mysql version via myphp, I think it is 10.x.x something, way ahead than 5.7.x.

I really need some help and clarity on how to go about this.

Hello all,

I have come to a stage where my web services provider has finally decided to upgrade to php 7.1 by mid Nov and so I have no choice but to upgrade from 5.6 to 7.1.

Also as I am running 2.4.2, with a lot of minor changes in reporting names, etc I didn't upgrade to 2.4.3, that means I have no choice but to move to 2.4.4 directly and as I have lot of different transactions I am not keen to re-enter them all in fresh install.

I like the steps I see above in post 2 and hopefully I won't encounter any problems, but I have a few questions which I really need help with before I take any adventurous steps.

1. I am running 2.4.2 with php5.6. I believe 2.4.2 is compatible with php7.0, but when I change from php5.6 to php7.0 within my web hosting control panel (I am with www.one.com) for some reason I start getting "fatal errors" as below.
Am I correct in understanding that my installation was done on php5.6 which is why I get this error if I now switch to php7.0 ?

Fatal error: Uncaught Error: Call to undefined function user_company() in /customers/4/6/2/portuk.com/httpd.www/fa/includes/errors.inc:85 Stack trace: #0 /customers/4/6/2/portuk.com/httpd.www/fa/includes/session.inc(376): error_handler(8192, 'Methods with th...', '/customers/4/6/...', 19, Array) #1 /customers/4/6/2/portuk.com/httpd.www/fa/includes/session.inc(376): include_once() #2 /customers/4/6/2/portuk.com/httpd.www/fa/index.php(18): include_once('/customers/4/6/...') #3 {main} thrown in /customers/4/6/2/portuk.com/httpd.www/fa/includes/errors.inc on line 85

2. If installation has to be done on certain php version for 2.4.4 to work, can I change the version to php7.2 (in web hosting) and then install 2.4.4 as mentioned in steps above by @kvvaradha's post 2 ???

3. If I follow steps in post 2 above to install a fresh copy of 2.4.4 and then use backup to restore data from 2.4.2 production, do I need to use the same database that I have used in 2.4.2 ? Or can I create and use a new database for 2.4.4 installation and still use backup file from 2.4.2 ?

I would be really grateful if someone could help me with above.

Thanking you all
GJ

Hello,
Thank you for your valuable input as always.

Seems I had allocated payment to this order and also done a "invoice against delivery" for this order instead of 'invoice prepaid order" option.

So it was showing outstanding though the delivery was made.

But having cancelled the 'invoice against delivery' and after processing 'invoice prepaid order' the problem has been resolved.

Though I have another issue going on now.

When I try to print the invoices for customer via reports, this one prepaid order is showing on each invoice of theirs, instead of the invoice for which the prepayment was received.

It seems a minor glitch but this has also stopped showing all the invoices.

When I try to see all the invoices of all customers, I can only see invoices from 1st (latest invoice) to the invoice which has this prepaid orders). The invoices before these prepaid orders dont' show in the pdf file which gets generated.

Hello,

Just wondering if there has been any progress on this tax reporting ?

I am writing with regards to the display of zero tax which relates to sales/purchases to/from an EU country to another EU country.

And in my particular case, where I don't see any sales invoices which have zero (export)tax.

Is there a way to display these within tax reports, or tax inquiry ?

I am still on version 2.4.2 but don't see any sales or purchase invoices which have 0% tax.

Any update would be great great help.

Hello,

Have you looked at quick entries?

I have done something similar to what you are looking for using quick entries for vat on items acquired from EU, where I have to pay local vat on these items.

Hi,

I completely agree with you but at times a few of my clients request sales order so that they can make remittance on basis of this document.

When above is the case, I have to close a sales order and then cannot edit it as that is exactly how my delivery note and sales invoice would look like, which goes with the export documentation for customs purpose.

When above happens, I am not able to use sales order to add more items, and bunch them for delivery.

I agree, it might not be as useful to everyone, but if at all it is a easy fix, considering there are no implications to GL entries, it would be a good option.

Exactly what I've been doing...

Though I have to say, batch deliveries would definitely be a great feature.

Having tried sage/intuit/xero FA has beaten them all in my needs, so I can't be greedy, but us humans always want more and more and more....

Hi Joe,

I am aware of above and used it too but, what I meant to ask was if there is an option to batch multiple deliveries together if I had several sales orders ?

Hello,

Just wondering if this point was ever taken on ?

I personally experience this a lot, where customer places different orders over period of days and then wants a single shipment of all the items.

It becomes problematic as to do single delivery, I'll have to cancel previous quotes/sales orders and create new one with all the items in single quote/sales order, and then process the delivery.

Just like batch invoice, a 'batch delivery' where we could club deliveries for same customer would be a great addition.

I hope this is possible.

Regards,
Gj