Until now users who make an invoice need to edit the VAT values for every line. In Agiblocks 3.20 it is now possible to define default values for:
• a default VAT country
• default VAT rate type
• a default VAT exempt reason in case a 0% rate was selected.
When creating a new (outgoing) invoice, these defaults will be applied, so you will only need to edit them when you need to deviate from these defaults. As many companies use the same VAT values most of the time, this will make it much less work to create new outgoing invoices.
These defaults may be created for each Agiblocks Internal company. This is done using a new Master data tile called Invoice defaults. It is located under the Settings tab. You will need to have rights to View and edit Internal companies to see and use the tile.
Selecting the Invoice defaults tile brings up a screen listing invoice defaults for the Internal company of the logged in user.
Select the edit button on the command line of the record you want to edit will bring up an edit screen. Fill in the defaults for invoice VAT information and select the Update button to save the changes. Select the Cancel button to discard changes.
Now on a new invoice, the VAT information will be filled in automatically using the defaults. These defaults may be changed by selecting another value for the VAT fields.