Hello, When preparing invoices, we have item numbers that need to be posted to several revenue accounts. We have one default revenue account set up for each item number. When we prepare the invoice, we go into the distributions and manually change the distributions to the correct revenue accounts. One item number may be spread across 4 general ledger accounts. We also utilize notes within the distributions. We recently installed Vertex for our sales tax calculations. If we make a change to the invoice, Vertex recalculates the tax and also overwrites the manually adjusted posting distributions and deletes our notes- all the information we have entered is gone. We are wondering if anyone does something similar with manual distributions and notes and if they also use Avalara for sales tax. We are trying to determine if Avalara also overwrites manually entered distributions back to the default GL accounts. Any insight is much appreciated!
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