Positions / VAT tab

Recognition of VAT / positions

VAT recognition is used by default in the Advanced boxes. With this recognition, one item is created for each VAT rate recognized, regardless of the number of items on the invoice.

Sample calculation

POS 1: incl. 7.7% VAT
POS 2: incl. 7.7% VAT
POS 3: incl. 2.5% VAT

Position creation in the VAT tab

POS 1: Total of POS 1 + 2 from the invoice
POS 2: POS 3 from the invoice

During position recognition, one position with the respective position total and VAT rate is created for each recognized line on the invoice. This enables a more precise account assignment at position level without having to create splitting position manually. In addition, further booking details can be entered per position instead of across all positions. For example, an position text can be entered or different cost centers can be defined.

Position recognition informs the user if the invoice and position totals do not match. The user then has two options.

• Either the new total is adopted
• Or a position can be created with the difference

If an position is created manually, the amounts on the position are calculated automatically. For example, an additional position with an amount of CHF 20.00 excluding VAT is to be created with a rate of 7.7%. The position total (amount incl. VAT) and the VAT are calculated based on the information provided.

Activation

The position detection must be subscribed to per box in the DeepO settings. At least one Compact subscription is required for activation.

1. Jump to DeepO settings
2. Open the “box Settings” tab
3. Open “Positions” page
4. Click on “Activate now”