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How to get IDR to recognize taxes on invoice correctly? — Cloud Customer Connect
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How to get IDR to recognize taxes on invoice correctly?

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in Payables, Payments & Cash Management 2 comments

Summary:

How to get IDR to recognize taxes on invoice correctly?

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We have configured Fusion Tax and have set the Recognize tax amount checkbox in Manage Intelligent Document Recognition Options to Yes, because we want the tax to be directly taken from the invoice and not from the Fusion Tax calculation.

However, when scanning invoices using IDR, neither the ship to location nor the tax rate names on the invoice are recognized. So once the invoice is scanned, the total tax amount from the invoice is correctly displayed on the invoice record in Cloud, but the tax rate names are wrong. The default bill to location is used and the tax rate names associated with that location are used. In order to correct this, the Edit Taxes button needs to be pressed and the tax rate names and amounts need to be changed. Since the volume of invoices is very high,

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