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VAT code automation

You can save time by mapping VAT percentages to VAT Codes behind Expense types .

Lasse Lehto avatar
Written by Lasse Lehto
Updated over a month ago

The mapping can be implemented in two different ways:

  1. Purchase type specific mapping

  2. Company specific mapping

Additionally, it is possible to combine both methods. The cost category mapping overrides the company-specific definition. You will need at least Manager-level permissions for these settings modification.

Purchase type specific mapping

  1. Edit Purchase type from Accounts page

  2. Map VAT percentages to VAT codes

Company specific mapping

  1. Go to company settings and open Expense forms tab

  2. Activate "Show VAT codes to accountants" setting

  3. Map VAT percentages to VAT codes

  4. Save changes

How VAT code is selected to the receipts after mapping

When a user selects the purchase type and VAT for the expense, the mapped VAT code is selected automatically.


Note that users without Accountant role don't see the code. However, the VAT code is still selected to the receipts.

How to add VAT codes

Not all the integrations fetch VAT codes from accounting automatically (only Netvisor and Procountor do). If you are using other integrations, you can add the VAT codes to Bezala manually:

  1. Go to company settings and open Expense forms tab

  2. Activate "Show VAT codes to accountants" setting

  3. Open "VAT Codes" tab and choose "Add VAT Code" button

  4. Fill in VAT Code UI-name (title) and VAT Code Identifier (value)*

  5. Remember to click "Save" in the lower right-hand corner.

*VAT value is sent to accounting. If you're using Spreadsheet accounting batches, you also have to ask us to add VAT Code column to Spreadsheet template.

Custom VAT percentages (%)

  1. Go to company settings and open Expense forms tab

  2. Activate "Setup own VATs"

  3. Open "VATs" tab and choose "+Add VAT"

  4. Fill in VAT name (this will be shown on the receipt form) and VAT value (i.e. 0.14. 0.255 etc).

  5. Remember to click "Save" in the lower right-hand corner.

In the example above the first VAT name is "Purchase Abroad, EU".

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