Our Adagio program has been set up for HST, however, I'm not sure where to change it so when posting invoices, it automatically defaults to the HST, rather than GST.
Thanks

Which module are you referring to? Order Entry or Adagio Invoices?

Adagio invoices.

When entering an invoice for a Customer, the Tax Group and Tax Status come from that Customer's configuration (set up in AR).

I guess I'm not explaining myself very clearly. Currently when I enter an invoice in AP, the tax automatically defaults to the GST which we would have initially set up. We have input the tax code for HST, but what I want to know is what changes do I need to make so that when I enter an invoice, the tax code defaults to the HST catagory.

Hi Zoe,

First create a new Distribution code that is defined as 'tax included' and assign the HST GL account and the appropriate tax rate (12% for BC). It is better to leave the Expense GL account (and department) blank so that you only have to create one generic code, rather than a separate code per expense.

On the AP Vendor record, you can assign a default distribution code so that every time an invoice is created for this vendor, that distribution code is automatically assigned. Pick this new code. You can also assign a default GL account (and department) on the vendor record so that not only will the HST-include part default for a vendor invoice but so will the expense GL account.

You can choose to export and re-import these changes for your vendors, so you don't have to edit each vendor individually.

Thank you for your help.