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Update Brotherton Accounting

steffeydev 2025-02-05 19:52:13 +00:00
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commit 565e4c9dde
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Brotherton-Accounting.md

@ -27,4 +27,6 @@ Company Structure:
### Pending questions / unknowns
- Does Trial Balance Report work for what they need for manual entry into QB?
- Is there an existing report for what they need for their sales tax calculations, or do we need to make one? How are they doing these calculations now?
- Can we use tax rules to apply taxes per-customer, or do we want to add custom logic to select the correct sales tax template based on the customer's zip code?
- Can we use tax rules to apply taxes per-customer, or do we want to add custom logic to select the correct sales tax template based on the customer's zip code?
- Who needs access to Sales Invoice, who creates the invoices? Is the same group of people the ones that send out the Payment Request?
- Who needs access to Payment Entry directly, which would mainly be used for entering cash and checks?