The mapping can be implemented in two different ways:
Purchase type specific mapping
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
Edit Purchase type from Accounts page
Map VAT percentages to VAT codes
Company specific mapping
Go to company settings and open Expense forms tab
Activate "Show VAT codes to accountants" setting
Map VAT percentages to VAT codes
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:
Go to company settings and open Expense forms tab
Activate "Show VAT codes to accountants" setting
Open "VAT Codes" tab and choose "Add VAT Code" button
Fill in VAT Code UI-name (title) and VAT Code Identifier (value)*
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 (%)
Go to company settings and open Expense forms tab
Activate "Setup own VATs"
Open "VATs" tab and choose "+Add VAT"
Fill in VAT name (this will be shown on the receipt form) and VAT value (i.e. 0.14. 0.255 etc).
Remember to click "Save" in the lower right-hand corner.
In the example above the first VAT name is "Purchase Abroad, EU".