Setting a VAT Approver
The Consolidated VAT Return automatically creates VAT Transfer documents for each location and posts them to the REGISTER period for approval. An email is then sent to the applicable approver for each location advising that the document needs to be approved before it is posted to an accounting period.
The applicable approver is typically set up in the
- Go to Maintenance, then select Accounts from the menu.
- Double-select to select the ACADEMY ledger in the Select a ledger dialog.
- The Account Maintenance window is displayed. Select the applicable location from the list in the left-hand panel, then select the Analysis Fields tab.
- The VAT Authoriser field displays the user who currently approves VAT transfer documents (if previously set). Select EDIT.
- Editable fields are then enabled. Select Drill (...) in VAT Authoriser, then double-select to select the required approver from the Select AUTHORISER key dialog.
- Select SAVE.
-
An Update complete message is displayed. Select OK to close the message and return to the previous window.
Ensuring the Approver has Access to VAT Transfer Documents
The VAT approver must have access to the applicable VAT Transfer document, otherwise they are not able to view the documents to approve.
- Select Documents, then select UDI Settings from the menu.
- The UDI Settings window is displayed listing document types in the left-hand panel. Select the Input Forms tab.
- Select the VAT Transfer document type for the applicable location from the left-hand panel.
- The centre panel displays all document input forms for the selected type, for this document type, VAT Transfer is displayed. Any existing user groups which have access to the document are selected
-
An Update complete message is displayed. Select OK to close the message and return to the previous window.