To access the VAT Tax Codes for Invoices page, select Capturing Spend on the Invoice Settings page and select Edit on the VAT Tax Codes for Invoices tile
Configuring VAT Tax Codes for Invoices
Objective
After completing this lesson, you will be able to configure the VAT Tax Codes settings.
VAT Tax Codes for Invoices Access
VAT Tax Codes Creation
To create a tax code, select New on the Taxation page. Type the name of the tax code and then click Save.
The tax code can contain up to 20 characters. The user will now see the VAT Tax Code field as a list in the Invoice Details section of an open invoice.
Note
The name of the VAT Tax Code field will vary depending on the locale of your company.
VAT Tax Codes Modification
To modify a tax code, select one of the tax codes on the Taxation page, and then type in a new tax code. Click Save.
VAT Tax Codes Removal
To remove a tax code, select one of the tax codes on the Taxation page and then select Remove. Select Save.
VAT Tax Codes on Invoices
Once the tax codes have been configured, the user will see the VAT Tax Code list in the invoice's Invoice Details section.
The user can also see the VAT Tax Code list in the invoice's Itemization Summary section.
Note
The VAT Tax Code list will be blank if the admin has not configured tax codes.
Resources
| Link | |
|---|---|
| Concur Invoice Standard Edition Administration Guides | Managing Tax Codes |
Summary
- Successfully navigate to the VAT Tax Codes configuration section within the application's administrative settings.
- Add new VAT tax codes by providing a descriptive name (up to 20 characters).
- Modify existing VAT tax codes by editing their names and saving the changes.
- Remove unnecessary VAT tax codes from the system's configuration.
- Understand the user interface changes resulting from the configuration of VAT tax codes, specifically the appearance of the VAT Tax Code field in the invoice details section.