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6 Search results for Tax Rate Lookup

Version: 4.8    Build: 3    Release Date: 01/23/2013     Type: Misc     View All Features in Build
When selecting a tax rate using the Real-time Sales Tax Rate lookup, the entire sales tax rate table xml is now stored in the DocumentHeaders.TaxData field. API users can then gain access to the state, county, and city level tax rates.
Version: 4.8    Build: 1    Release Date: 11/14/2012     Type: New     View All Features in Build
The QuoteWerks Sales Tax Rate lookup service now displays the date the QuoteWerks Tax Table was Last Updated, and also displays the effective date of each of the City, State, County, etc taxes which is very useful in determining exactly when new tax rates have taken effect.
Version: 4.7    Build: 6    Release Date: 05/15/2012     Type: Fix     View All Features in Build
When using the Real-time tax rate lookup, if more than 10 jurisdictions were found for the postal code, only the first 10 would be visible.
Version: 4.7    Build: 1    Release Date: 11/07/2011     Type: New     View All Features in Build
USA tax rate lookup by zip code is now included in our real-time module. Tax Rate information includes a breakdown of State, County, and City tax rates. This is a huge time-saver. No more going to the state's website to look them up manually.
Version: 4.0    Build: 35    Release Date: 04/04/2008     Type: New     View All Features in Build
F2Lookup support has been added for the fields AccountRep, LeadSource1, LeadSource2, Terms, and TaxRate.
Version: 4.0    Build: 31    Release Date: 08/31/2007     Type: New     View All Features in Build
Tremendously improved Peachtree link. This new Peachtree link uses the interactive Peachtree API instead of the older manual export and import methods which brings many new features and benefits. You can now export batches of invoices/sales orders and/or purchase orders to Peachtree. If a customer does not exist in Peachtree, QuoteWerks can now create customers in Peachtree for you. Customer information is also updated automatically. If an Inventory Item does not exist in Peachtree, QuoteWerks can now create items in Peachtree for you. Item prices in Peachtree are also updated automatically. Grouped bundles can now be exported as a single line item in Peachtree. When purchase orders are created in Peachtree, there is now an option to lookup the vendor full name in Peachtree to obtain the Vendor ID for the Peachtree Vendor. Using this option, you no longer need to maintain a manual translation between vendor names and Peachtree Vendor ID's. You can now choose which vendors you want to create purchase orders for instead of just all of them. The Peachtree link now has Purchase Order creation options of Never, Always, and Prompt. The invoice and SO due date is now based on the DocDueDate field on the Sale Info tab instead of just 30 days from the document date. The PO Good Through date passed to Peachtree is now 30 days from the export date. There are now 5 sales rep id mapping options and the manual mapping now displays the Peachtree Sales Rep ID and Peachtree Sales Rep full name on the mapping window making it much easier to setup. When exporting, if a manual sales rep id mapping is not found, you will be prompted to select the appropriate rep. Purchase Orders can now be exported separately from the corresponding Invoice/Sales Order. There is now an option for 'Part Numbers are required for all items exported to Peachtree'. QuoteWerks can link directly to the Peachtree product list (without the need to import the data) giving you access to real-time availability, part numbers, description, and pricing. Peachtree can now be used as a source of customer/contact information just like the integration to the contact management software! DataLink support has been added for Peachtree including ability to pull from ShipVia, BillToTaxCode, and Custom fields into the quote. Works with Peachtree 2006, 2007, and 2008.