Question about editing taxes on credit card feed transaction

Sylvia Cook

I have a credit card transaction in NXT for a meals expense, that has a tip that is not taxable. I want to edit the amount for the tax to the actual tax amount but it doesn't seem to let me do that.

I checked how editing taxes work when making an invoice request, I can change the tax amount and it flows through to the GL distribution correctly. But in the credit card feed transaction, if I type in the actual tax, it does not save it and there is no edit button like there is in invoice request.

I did try to find the transaction in database view, but if it is not "recorded" I can't find it, and if recorded I can't edit it in database view.

Anyone else experience this and did you work around it?

Sylvia Cook

Answering my own question, should anyone else come across this.

The Tax Type and Activity Code need to be filled in before submitting the transaction for approval. If the blank and only updated when the transaction is clicked to ‘record transaction’, the tax calculation will happen on the total and you can't edit the tax to a different amount.

To solve the transaction in question, it had to be rejected and resubmitted with the tax fields filled out prior to submitting for approval.

Angela Tuttle

Yikes! This is good to know! We are still working on getting the credit card feed set up but I figured we would be able to edit the distribution once we received the transaction from the submitting departments. Our Accounts Payable team are the ones that currently calculates the sales tax.