2022 Release Notes January

This release includes substantial changes related to sales tax, including an integration with TaxJar, a third party sales tax calculation and reporting company.  Please refer to the additional attachment titled “WinNetStar Sales Tax Enhancements”.

The only immediate requirement you must address in conjunction with this release is to select the appropriate settings on the new Nexus by State screen, found by navigating to Company>Sales Tax>Nexus by State.

You will need to select the states in which you have Nexus.  These selections affect the way sales tax logic applies sales tax to ship-to sales.  You will also need to use the dropdown to select a Sales Tax Group for the system to use when you are shipping to a state in which you have No Nexus.  We recommend that you create a new Sales Tax Item named “No Nexus States” with a tax rate of zero and put this Item into a New Sales Tax Group named “No Nexus States” to use for this purpose.

Added a new feature to allow users to easily change their passwords.  Click on View>My User Account to see a

pop-up that allows the user to change their password and select whether or not they wish to see the Quantity Pop- up on point-of-sale documents.

Added a new permission for Ability to Create and Save Layouts.  Navigate to File>Manage>Manage Permissions to see this new permission in the Administrative functional area.

Also added a new feature to allow the management of Layout access.  Navigate to File>Manage>Manage User and Rolls to see a new tab titled Manage Layout Access.  Select a role and uncheck any layouts you don’t want the role to see.

If you are going to limit the layouts that a role can access, you will probably also want to remove the permission to Create and Save Layouts for that role.

Added 2 new dashboard widgets:

·Top 10 No Nexus States by $ Volume for Past 12 Months

·Top 10 No Nexus States by # of Transactions for Past 12 Months

Added a new report to display the expiration dates of tax exempt customers.  To view this report, navigate to Reports>Customers>Tax Exempt Expiration.  This report will open blank.  The report is expiration date driven, meaning that if there is no expiration date associated with a tax exemption, no data will display on the report. Input a value in the “All dates that expire within the next XX days” field and click on Fetch to populate the report.

Users can use the selection check box to select customers to send an email.  Email templates can be set up by

navigating to Company>Enterprise Support Lists>Email Templates.  The email will be sent from the user’s instance of Outlook running on their workstation to the email address displayed on the report.  A new email address field has been added to the Details Tab of the Customer Master for this email address.  The system will look for an email address in this new field first; if it is blank, it will display the Customer’s Business Email address from the General Tab of the Customer Master.  If neither of these email addresses exist in the Customer Master, the Email Address column on this new report will be blank.

Added a new menu option seen on the top menu row of Sales Orders – Sales Tax Refund.  This new feature makes it easier to issue a credit to a customer when they have been charged sales tax in error.  In order to use this feature, you must first have two miscellaneous charges set up for each location as described below.   Clicking on this new menu option will produce a pop-up prompting you for the taxable amount of the sale (not the amount of the sales tax).  When you fill in the taxable amount of the sale and click the OK button on the pop-up, the system will add the two miscellaneous charges pre-filled with the price you input as the taxable amount of the sale.  You should then verify that the sales order is using the appropriate tax group that was used when the customer was initially charges the sales tax.  The end result of this process is offsetting positive and negative sale amounts, one being taxable and one not, which will produce a negative amount of sales tax.  Using this method to refund the customer for sales tax will also correct your sales tax detail report to reflect the appropriate amount of taxable and non-taxable sales.

The required Miscellaneous Charges should look similar to below.  The spelling in the Short Name field must be EXACTLY as seen in the screen shots below.  The Tax Type MUST be set as seen in the screen shots below.  Use whatever Revenue Type GL account you wish, but choose the same account for both.  The resulting accounting entries from this process will create equal debits and credits to this account, netting to zero.

If you do not have the miscellaneous charges named correctly, you will see a pop-up message indicating this when you try to use this new feature.  Remember, this must be set up for each location.

Added two new columns to the Repair Order Report:

Write Off – displays the sum of all write-offs from Customer Receipt documents related to that particular Service Invoice.

Net Amount after Write-Off – displays the total amount of the Service Invoice less any write-offs.