Charles's dashboard

Hi Emily,

I am with Emz on this one - we have directly experienced this problem in FA recently.

The trouble is that estimates in the system aren't neccesarily projects that have been started, and so cannot then be converted to 15%-rated invoices.

In our case we had a 15% estimate from December last year for a project that didn't actually get started until January this year. When the project was completed this month the estimate was converted to an invoice. It retained the 15% rate and very nearly got sent to the customer like that- luckily we had to manually add an extra invoice line and in doing this spotted the rate difference between the two lines, otherwise it would have been a very embarrassing mistake to have made.

It would be far safer when converting estimates to invoices to default to the rate in use at the time of raising the invoice, rather than at the time of creating the estimate - maybe with a message to the user to just note that the VAT rate has been updated.

Just my two-penneth...

Cheers

Charles