9am on the 23rd of September, we will change the Authorisation Amount on a task & billing contract to exclude tax.
What do the changes entail exactly?
We will not be changing the data already inputted into this field, we will simply be changing some wording around the field to be clearer that it should now be tax-exclusive when editing the data in this field.
Also, for repair tasks resulting from a quote or customers using the Corrigo integration, we will now input the tax-exclusive amount into this field.
What does this mean for existing tasks and billing contracts?
All existing billing contracts and tasks will not be touched.
Once the changes go live, if you were to try to update a task with an authorisation amount already on it, the data in that field will be the same data someone has inputted previously when they believed this field was tax-inclusive. However, when you view a task, the system will suggest that the amount is now tax-exclusive, even if it's not.
Until you as a company agree that you will now input the tax-exclusive amount, keep using that field as tax-inclusive.
To find all the tasks that have this amount set:
Go to your task list & add a filter for Authorisation Amount
In the authorisation amount filter, change Exactly to Greater Than
How can I change the data in this field to now be tax-exclusive?
If you were inputting the tax-inclusive amount on a billing contract or when you manually updated a task & this data is important for you to change, see the following options:
Option 1
Reach out to the support team to get Uptick to bulk change your billing contracts, tasks or both to be tax-exclusive. Simply confirm that you did indeed include tax so we can be confident of this data change. Please contact us before the 18th of September.
Option 2
You can change this data yourself via the data importer.
How to update your active tasks
Go to your task list & add a filter for Authorisation Amount.
In the authorisation amount filter, change Exactly to Greater Than.
Download the data.
Remove every column in that export except the ID & Authorisation Amount column.
Change the amount to be tax exclusive
Save the file as a CSV.
Go to Tools > Data importer.
Pick the task option & upload your CSV & click Start.
Click Save and Preview & click Finalise.
How to update your active billing contracts
Go to your billing contract list.
Download your Billing Contract data.
Remove every column in that export except the ID & Authorisation column.
Sort & delete all the rows that don't have something in the Authorisation column.
Change the amount to be tax exclusive
Save the file as a CSV.
Go to Tools > Data importer.
Pick the Billing Contract option & upload your CSV & click Start.
Click Save and Preview & click Finalise.