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Globally change the ticked boxes on purchase codes and sales codes - EC sales and purchases and remove them as a default

Currently the sales and purchase codes automatically have ticked the (Include in box 8 and on EC Sales List) and for purchases  (include as EC Purchases of products). Obviously some sales codes are services and not goods and even more so for purchases. These would be wrongly included in Box 8 of the Vat return (for sales) and soon on the EC Sales lists (when it becomes digital). The purchases of services would be included in the aquisitions box  wrongly also.

The default to these ticked boxes needs removing and clients can manually tick the relevant sales and purchase codes (goods only) so that any E C Customers/Suppliers sales and purchases would be picked up correctly when running the Vat returns and included in the EC Sales lists

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  • Aug 23 2019
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  • Rich Mellor commented
    06 Sep 10:43

    Oddly, despite the help page saying this is the default, as an existing user of Kashflow who has just registered for VAT, my sales codes were not automatically ticked and I ended up asking help as to how to get them to appear on the EC sales list.

    Maybe the default is different if you start as a VAT registered business on Kashflow?

    In any event, this needs to be sorted out one way or the other so that it is consistent with the help pages.

    I agree, that it makes sense NOT to include them by default and to update the help pages to ensure these are accurate also