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For subtotals, if I sent a quote to a customer and was a PC builder I might want it to be sorted into subtotals like: Parts (processor, RAM, case) Software (OS
by Closi 7y ago
For subtotals, if I sent a quote to a customer and was a PC builder I might want it to be sorted into subtotals like:
Parts (processor, RAM, case)
Software (OS, AV)
Labour (base build labour, any up sell labour for software)
Accessories (Mouse, Keyboard, Webcam)
Shipping
Where each of these have line items, but are totalled separately (e.g. immediately after a group of line items). I guess it could be a big long list of randomly sorted line items, but for more complex invoices it gives much more clarity if you can categorise the cost into buckets.
Maybe this link clarifies: https://members.tinshingle.com/category/accounting/top-5-reasons-use-subtotal-item-quickbooks https://members.tinshingle.com/category/accounting/top-5-rea...
FYI for further feedback if useful, I believe you calculate tax slightly incorrectly (off by a few pennies sometimes) by not counting half pennies correctly after saving the invoice. Aware it's only a small bug but thought I would flag!
- hkanaktas 7y agoAhh, okay, I see. I think I can implement subtotals easily. Gotta check with my partner first though. I'm aware of the tax calculation problems. It's a somewhat fragile topic, at least in my country. It's on my list and I'll work on it soon. Thanks for the heads up.
- Closi 7y agoAh, no problem! It seems like the tax logic is different in the edit sheet from when it is saved on the page. The below test case will produce you a 0.01 penny tax pre-save, and a 0.00 penny tax post-save. If you click between them the value changes: Line item 1: £10, tax @ 0.04% Line item 2: £10, tax @ 0.04% Result pre-save (correct) is 1p Result post-save (incorrect) is 0p