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Workspace PS Web App & Platform
Categories Companies & Contacts
Created by Mercedes Green
Created on Jun 21, 2023

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Please Add Tax Field to Companies and Pull From Company on Commitments and Invoices

Taxes for Vendors are determined by accounting (in our case they are setup in Vista). These taxes need to pull from Vista into ProjectSight for those with the ERP Integration so a new field needs to be added to the Company form in ProjectSight.

Once the taxes appear on the Company, any commitments or invoices should pull the Taxes from the Vendor and not be an editable field that a user can enter or change. A person on the field should never be able to change the taxes for a vendor, commitment or invoice.

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