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Level 2

Our employees submit expense claims via the employee portal and choose the tax code from a dropdown box, but yesterday and today the dropdown box is not working?

Is this just me or is there a glitch in the system that needs fixing?
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Best answer 04-02-2020

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Content Creator

Our employees submit expense claims via the employee portal and choose the tax code from a dropdown box, but yesterday and today the dropdown box is not working?

Hi alisoncplatt,

 

Thanks for checking those steps, I'm sorry that hasn't resolved it for you. As you've mentioned I'd definitely recommend contacting our team in that case, they can lodge a support ticket and look into it further. I hope this is fixed up for you soon!

 

-Kass

View solution in original post

5 Comments
Highlighted
Content Creator

Our employees submit expense claims via the employee portal and choose the tax code from a dropdown box, but yesterday and today the dropdown box is not working?

Hi alisoncplatt,

 

If your employees are unable to select the tax code, I would suggest checking the Employee Portal Settings in Payroll to ensure this setting has not been switched off:

 

  1. Go to the Employees tab
  2. Select Payroll Settings, then Employee Portal Settings
  3. Make sure the box 'Employees can override tax code when submitting expense claims' is ticked
  4. If not, tick this option, then select Save

 

This should ensure they are able to choose the tax code for the expense. If however this option is ticked and your employees are still unable to select the code, I would encourage you to contact our Customer Success Team to record this particular use case in our system and investigate further. 

 

  1. In your QuickBooks Online, click the Help menu in the upper-right corner.
  2. Select Contact us and enter the details of your concern.
  3.  Click Let's talk and choose Chat or Get a callback.
  4. Enter the required information.

 

-Kass

 

 

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Level 2

Our employees submit expense claims via the employee portal and choose the tax code from a dropdown box, but yesterday and today the dropdown box is not working?

Hi Kass!

 

It is still ticked.  I tried unticking, saving and then ticking again and saving but no change.  I also cannot update the tax code within Quickbooks Online before approving the expenses, so something must be wrong.  I will log this via the Help Menu as you suggest, as it may be a problem following a software update and might not just be me...

 

Thanks!

Alison

Highlighted
Content Creator

Our employees submit expense claims via the employee portal and choose the tax code from a dropdown box, but yesterday and today the dropdown box is not working?

Hi alisoncplatt,

 

Thanks for checking those steps, I'm sorry that hasn't resolved it for you. As you've mentioned I'd definitely recommend contacting our team in that case, they can lodge a support ticket and look into it further. I hope this is fixed up for you soon!

 

-Kass

View solution in original post

Highlighted
Level 2

Our employees submit expense claims via the employee portal and choose the tax code from a dropdown box, but yesterday and today the dropdown box is not working?

I left this for a few days hoping it was a glitch that would be fixed up and yesterday the dropdown box re-appeared, so I am guessing someone else reported it.  All good now!

Highlighted
Content Creator

Our employees submit expense claims via the employee portal and choose the tax code from a dropdown box, but yesterday and today the dropdown box is not working?

Hi alisoncplatt,

 

I'm glad to hear it's all sorted! Reach out again any time if we can be of assistance.

 

-Kass