Do you know what the phrase 'File Only Agent' means. We are an agent authorised to act on behalf of clients with a 64-8 in place for Payroll. Is a File Only Agent one who can file on behalf of clients because their agent login has the payroll service attached, but does not hold a 64-8?
I am not conversant with Sage report designer and am not sure what conditions I would need to put. I have tried using the financial screen and restricting the transactions which show to those where the VAT flag is 'N' but this doesn't seem to work. Invoices which have been posted but are unpaid have a VAT flag of '-' as do many other transaction types.
My answers
Thanks all - @SteLacca I also had the email.
Do you know what the phrase 'File Only Agent' means. We are an agent authorised to act on behalf of clients with a 64-8 in place for Payroll. Is a File Only Agent one who can file on behalf of clients because their agent login has the payroll service attached, but does not hold a 64-8?
Report designer
Thanks Nicholas
I am not conversant with Sage report designer and am not sure what conditions I would need to put. I have tried using the financial screen and restricting the transactions which show to those where the VAT flag is 'N' but this doesn't seem to work. Invoices which have been posted but are unpaid have a VAT flag of '-' as do many other transaction types.
How do you suggest a report be comiled?