Unity IM Release Notes - June 11, 2025

New Capability: Auto-Apply Location-Based Taxes on Outgoing Invoices

We’ve enhanced the Invoice Management module to support automated application of Multi-Level Location Taxes on outgoing invoices. This release builds on the previous feature that enabled tax configuration across country, state, county, and city hierarchies, and now fully automates tax application based on contract and location data.

Key Enhancements all customers

1. Contract-Level Tax Configuration

• Users can now enable location-based tax directly at the Rate Schedule.

• Set the tax calculation source to:

  • Plant Location

  • Project Company Location

  • Client Company Location

• Configure tax rounding preferences using either contract-specific rules or global defaults from Financial Settings → Rounding Rules.
  
  After creating contract, plant, and location, user should be able to create a related rate schedule with tax calculation source from various location based.

2. Invoice Template Customization

• Modify invoice templates under Contract → Invoice Settings to display:

  • Jurisdiction-level tax details

  • Tax rates and amounts per line item

  • Total tax with location-based breakdowns

• Ensures clear tax representation in all generated PDFs.
  
  User is able to select the invoice template under Contract view page:

  

   

  
  User is able to replace the current invoice template to the new template in Financial Settings:

3. Invoice-Level Tax Transparency

• For all generated outgoing invoices:

  • Click the info icon beside the Tax Value or Tax Percentage on each line item to view detailed location-level tax applied.

  • View a full summary of all jurisdictional taxes at the invoice level by clicking the icon next to the Total Tax.

Benefits

• End-to-end tax automation: No manual entry required once configuration is complete.
• Jurisdictional compliance: Taxes accurately reflect the correct location-based hierarchy.
• Improved transparency: Easy verification of taxes applied to each invoice and line item.
• Customizable templates: Ensures clarity for internal teams and external recipients.

How to Use

1. Identify and update contracts requiring location-based taxes.
2. Edit the rate schedule to select tax source and rounding rules.
3. Update invoice templates to include location tax fields.
4. Review generated invoices and verify tax details via interactive UI elements.

Important Notes

• Requires prior configuration of Multi-Level Location Tax (see previous release).
• Ensure location master data is updated and imported before enabling tax automation on contracts.
• PDF templates must be updated to reflect new tax breakdowns for full visibility.

For step-by-step guidance, please refer to the updated User Documentation or contact Customer Support Team.