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What are tax assignments?

Tax assignments create the matrix linking sold items to the correct tax rates. The components of a tax assignment include the tax code, a tax zone, and a tax type.

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I applied cash to the wrong invoice. Can I undo that and start over?

Yes, beginning with xTuple ERP version 3.3.0 we added the ability to reverse (i.e., void) Cash Receipts from the Cash Receipts report screen, found under Accounting > Accounts Receivable > Reports > Cash Receipts. When you reverse a Cash Receipt, you also undo any applications made originally when the cash was applied.

After a Cash Receipt has been reversed, it returns to an unposted state. That means you can then make any changes to the unposted document before you post it again.

Keep in mind, this works only for Cash Receipts entered in or after xTuple ERP version 3.3.0. Cash Receipts entered prior to 3.3.0 cannot be voided in this way. Also, any Credit Memos or Customer Deposits created from the unapplied balance when the original Cash Receipt was posted will not be reversed when a Cash Receipt is voided. Instead, a misc. A/R Debit Memo will be created in the amount of the original unapplied balance.

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Why can't I log into the community site?

We recently upgraded our forum software, in an ongoing effort to improve our community site. During this transition, you may experience problems with your login on either xTuple.org or on our new forum site. Because these are currently separate sites, it's possible your password on one or the other may get out of sync —though your user name should be the same in both places. If one (or the other) of your passwords gets out of sync, simply request a new password. In this way, you can synchronize your passwords manually. In the near future, we plan to implement a single-sign on solution, which will solve this issue going-forward.

To learn more about our forums, please see our webmaster's recent blog post on the subject.

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