AvidXchange - How to use tax distribution tool workflow

Here is a link to the screen shots below: How to use AvidXChange Tax distribution feature

1. Navigate to an open invoice in your queue

2. Click "Line Items"

3. Click the toggle from Code At: "Header" to "Line Items"

4. Click "Continue"

5. Update the unit price to match "Sub Total" - in this case the subtotal is $1066.60

6. Type "1066.60"

7. Click this drop down arrow

8. Click "Add" for the amount of GL codes you need to split the invoice into - In this example there are 3 GL codes

9. Click into Accounting Codes and Code each GL line item

10. Click here to add your descriptions

11. Click into the line item amount and adjust to match the total for the GL code - in this case line item 1 is $119.00

12. Repeat steps 9-11 until all GL Codes, Line Item Descriptions, and subtotals are complete

13. Add in the Sales Tax total here. In this case the sales tax is $87.99

14. Click this checkbox on the main line item

15. Click "Distribute Tax"

16. Click "Yes, Continue"

17. Click this drop down arrow to verify sales tax has been distributed properly

18. Verify the amount "Remaining Amount is = 0.00"

19. Click "Save"

20. Click "Approve"