Expense report: Sales tax not visible after I have posted the expense report

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Hi,

I am doing some tests in the expense management module recently. After I have done the necessary setup I have created and posted the expense report. Everything was fine until I have checked the voucher and I realized that the salex tax was missing - see screenshot below.

I thought, ok perhaps I have missed some setup:

- Have I configured the "tax configuration" in the expense management -> setup -> tax configuration? Yes, I have

- Have I setup the salex tax group for the corresponding vendor? Yes, I have

- Have I enabled the "Tax include" button? I have also done that in the expense management parameters

I have also checked the Item salex tax group in the expense categories. I am choosing the expense category "Entertain" and it has also an Item Sales tax group in its setup.

So the question from my side is simple. What am I missing here? Does anyone had this issue before?

I know from the tax module that the combination DC (=Salex tax group) and All (=Item salex tax group) shoukd give me the salex tax code AV_DCST.

I do not even get an error message that something is missing. The corresponding ledger sales tax group for the sales tax code AV_DCST has the following main accounts in its setup

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Michal Krejza Microsoft Employee on at

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Hi Schewa,

Thank you for all details. It is rare to get so many screenshots. Unfortunately the main screenshot is missing could you perform following steps:

Go to Expense report fields setup form and show all fields (including tax fields) on the expense report line

Go to Expense management module > All expense reports and open Expense report

Go to View Details

Send us screenshot of Sales tax groups on expense report line

It is true that we have some customers reporting similar situation - where the Tax is missing in subledger and is not posted, but usually it is connected to scenario where user updates sales tax groups once the expense is approved. Unfortunately the issue is random and cannot be reproduced. I am not sure whether your issue is the same, we will learn from the screenshot in step 4.

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Hello,

regarding number 1 I can follow you. Here are the screenshots for the epense line fields:

Regarding number 2 and 3 - well if I I go to "All expense reports" and choose the corresponding report I do not see the "View detail" button. But there is a button called "Subledger journal" which shows me then the accounting entries.

The posting entries are okay, but I see only the net entries since the sales tax is missing. The strange thing is that I do not get any warning or error messages. It is just that the sales tax has not been posted, thouh I have configured Salex tax group (Vendor) and Item sales tax group (expense category) - see my entry from yesterday.

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Michal Krejza Microsoft Employee on at

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Hi Schewa,

I have updated my steps , because there was misunderstanding.

1. Go to Expense report fields setup form and CLICK "Show all fields" on header and lines. At this moment you do not display many fields including Sales tax

2. Go to Expense management module > All expense reports and open Expense reports

3. Go to Details

4. Send us screenshot of Sales tax groups on expense report line

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Hello again,

thanks for the advice. Now it worked. After I have clicked on the field "Show all fields" I could see that the expense report which I have previously posted has an Item Sales tax group, but no Salex tax group has been selected. Tough this is strange, because that specific vendor has been assigned to a sales tax group - see my first post in this thread a few days ago. This vendor had DC already.

Now after I have clicked on "Show all fields" the Sales tax group was automatically there when I created a new expense report. After I have posted this expense report I could also see the sales tax in the voucher.

Though the main account is not correct. But these are only minor setups I will do afterwards.

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