Documentation/ Reading correction rules/ Cleaning up the tax table
Cleaning up the tax table
The document's tax table takes in items that are not VAT, such as other sector levies or the totals row. The document's net amount comes out doubled.
On this page
Symptoms in the documents
- The document's net amount is double the correct figure, or clearly higher than the lines add up to.
- The tax table holds a row with a rate that matches no VAT rate.
- The tax table holds a row with no rate, which in the document is the totals line.
How the rule works
The rule applies two criteria, which can be combined:
- Accept only valid VAT rates and discard the rest.
- Discard the rows with no rate.
Zero per cent is a valid rate and is kept: exempt transactions still count.
Limits of the rule
Rows are discarded, not deleted. The rule does not recalculate the document total: where the figures still do not agree after the discard, the document is flagged for checking by hand. The purpose of the rule is to remove items that do not belong, not to rebuild amounts.
Documents the rule applies to
The rule applies to documents processed after it is switched on. Documents already loaded are not changed: to put those right they have to be processed again or edited by hand.
How to request a correction rule
Rules are created by talking to Dijit IA. Two things are needed:
- The reference of a document where the error shows, the number in the list's ID column. The rule is built from that document, which has to belong to your company and have its supplier identified.
- The wrong figure and the right one, stating the line and the field. A precise description saves the back and forth: "the quantity is saved as 0 on every line and should be taken from the units column" works; "it does not read it properly" does not.
Dijit IA creates the rule for your company and says in the conversation what it has done. A document belonging to another company on the account cannot be used to create one.
Afterwards, check the result on that supplier's next documents. A rule that cannot find the figure leaves the document unchanged, so the risk is not that it fails: it is that it gets something wrong.