How to create a template

Once the Ready to submit button is clicked, you will be prompted to save a template.  Enter a name and a description for the template.

A template will be saved based on the tags, mappings and filters applied to the current VAT calculation. This will allow the template to be used in future obligations or for other entities that require the same mappings and filters.

Please be aware that certain parts of the calculation will not be saved in the template due to the nature of the data and the likelihood of it changing between obligations and entities. These are:

  • Blocked/Excluded transactions

  • Files uploaded for the PESM builder

Once the template is saved it will be available to apply to another obligation or entity on the VAT calculations options tab.

 

 

 

 

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