Getting to the VAT Rates
This is easily accessible by logging in as an Administrator, going into Access Expense. Across the Menu bar select Settings and then VAT.
This will then show the list of all the VAT types available.
Note: If using Dimensions or Access Financials alongside Expense, VAT types will be managed from the application's System VAT option, and then synced across.
Adding new VAT Rate
To add a new VAT Rate click the Add Vat Rate button on the right-hand side of the screen.
Clicking this button will open a pop-up window to input the details of the VAT Rate.
Once the details are entered click OK to save it to the system.
Note: If using Dimensions integrated with Expense, the VAT rates will need to be added / managed within Dimensions, under 'System' - 'Vat Rates’, and then 'Synchronise data' from the System Data Utilities menu.
If using Access Financials integrated with Expense, the VAT rates will need to be added / managed within Financials, under 'System' - 'Vat Rates', and then can 'Synchronise Features and Data' from the Synchronise Menu.
Amending VAT Rates
To amend a VAT rate click the Edit button next to the expense to edit.
This will bring a pop-up window that will allow changes to be made to the name and rate.
It is also possible to make the rate unavailable as a selectable option for the expense types.
Clicking OK will save the changes.
Note: Dimensions and Access Financials customers cannot make any changes to VAT rates within Access Expense. They will only be able to make a rate unavailable. They will need to amend the Rate in Dimensions under ‘System→Vat Rates’ and then Sync data from the system Utilities menu.
Deleting VAT Rates
At the start, it is possible to delete VAT rates from the expense system by clicking the Delete option next to the rate. This will completely remove it from the system. However, once it has been used it cannot be deleted, and can only made unavailable.
Setting Defaults
Its possible to set a VAT rate as default for out of scope of vat by selecting the highlighted box noted below, this will default all claims to this rate if they select a receipt option that does not apply VAT.
Note: Must change the default rate per expense types on the expense type level this cannot be done via VAT or receipt options.