I think tax calculation is done while creating a purchase but it does not automatically calculate the tax values if records were imported.
To be honest as much as you research this you will figure out that the best way to import previous data is to manually enter them.
If you decide to handle this manually like I did, my best suggestion is to modify the doc to your needs. For example, when I was entering purchase invoices, I did the following changes:
- Changed “modify date & time” to enabled (1) by default
- Changed “Is paid” to enabled by default
- Changed “Update Stock” to enabled by default
- Changed “Cost Center” to have my default CC populated.
- Hid multiple sections that would not affect my transactions (Subscription, More Information, Print Settings, ETC…) – To reduce scrolling
With these changes, my average was almost an invoice per minute as I only had to enter customer, date, items and enter paid amount.
Once you are done just remember to reset the document to default fields.
Goodluck =)
Edit: Also a suggestion, keep everything as “saved” and don’t submit invoices until you are done entering all records.
Just in case you figured out a mistake, considered a better approach in entering or wanted to edit/bulk update the invoices, you wouldn’t have to cancel and amend every record.