Christiaan
12/03/2024, 8:02 PMCeligo AI
12/03/2024, 8:02 PMAI generated answer (using internal Slack threads):Based on the conversations provided, it appears that the tax amount on line level is not directly available for transactions in an analytics dataset. The tax code is available in the legacy dataset, but it seems that it was not included in the newer versions to encourage users to transition to SuiteTax. However, it was also mentioned that many companies do not use SuiteTax due to compatibility issues with certain features. For the base currency amount for an invoice, it was suggested to either join to
Transaction Line -> Transaction Accounting Line
and pull up the amount from there (add a filter for Transaction Line: Main Line is true
) or use a formula {foreigntotal}*{exchangerate}
. However, it was recommended to use the explicit join because the formula can be different to the GL amount due to rounding.
As for financial reports, it is possible to expose line level data by drilling down. This allows you to start on header level transactions and click into the transaction from the GL down to the lines.
******
Disclaimer:
This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes.
******Celigo AI
12/03/2024, 8:02 PMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.837343693
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.815293908
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.815252781
Celigo AI
12/03/2024, 8:02 PM