The transaction is not in balance when using an item recently imported through an IIF file.

Legacy KB ID: 4183

Question

Why do I get the error:

The transaction is not in balance.  Make sure the amounts in the detail area of the form for this transaction equal the amount at the top of the form.

when I use an item recently imported from an Export List created in another company file?

Answer

When all other elements of the item setup and invoice are correctly entered, this problem suggests a problem with the Tax Item setup.

 

Solutions

Step 1: check the Tax Item setup

1.    List > Tax Item List > the tax code used on the invoice/bill – eg GST;

2.    Check that the Tax Return Line has the appropriate entry:

a.    GST / NCG / CAG:    Goods and Services Tax;

b.    INP / NCI:               Input Taxed;

c.    Wine taxes:             Sales Tax

d.    FRE / NCF / CAF:      GST free

If this box is blank then no tax is being recognised.

3.    Check the entry in the Tax Agency box – it should be your default tax supplier, usually Australian Taxation Office.

4.    Test with a new transaction.

 

Step 2: If you are unable to select Goods and Services Tax in the Tax Return Line

1.    Supplier Centre > All Suppliers >

2.    Scroll down to Australian Taxation Office and uncheck the cross to the left.  This will make this supplier active.

If your tax supplier is another name, uncheck the cross to the left of its name.

3.    Repeat Step 1.

How did we do?

Error 3163 - The field is too small..., importing from Pro-Timer

Phone Number Field must be a number message when uploading Super Data Export to NAB SuperPay

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