Options — Transactions Tab

This tab lets you:

• Specify the following options for invoice, credit note, and debit note transactions:
• Whether you report 1099/CPRS payments, and whether you permit 1099/CPRS amounts to be edited.
• The default method for calculating tax on invoices (automatic or manual tax calculation).
• Whether to use document totals as default amounts subject to 1099/CPRS reporting on invoices, debit notes, and credit notes.
• Set options for payment transactions, including:

• The default bank code for your company.
• The order in which to list documents when applying payments and credit notes in the Payment Entry form. See Displaying Open Documents in Payment Entry.
• Whether you enter adjustment transactions in payment batches.
• Whether you permit editing of system-generated batches (of payments).

• Set the default sort order when printing checks, which include:
• by Vendor Number
• by Payee Name
• by Payee Country
• by Payee Postal Code
• by Transaction Number

You can change your choices for these options at any time, provided no other Accounts Payable forms are in use.

For information about a tab on the Options form, click the corresponding link:

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