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Operations Menu - Purchase Invoice - Open Tax Matrix

This page describes the 'Open Tax Matrix' function on the Operations menu in the Purchase Invoice record window. If you are using iOS or Android, the 'Open Tax Matrix' function is on the Tools menu (with 'wrench' icon).

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In some countries, Tax Templates are used instead of VAT Codes. VAT Codes should be used where each sales and purchase transaction (e.g. each row in a Purchase Invoice) is taxed at a single rate, while Tax Templates should be used where different taxes and/or several tax rates are applied to one transaction (e.g. to one row).

If you need to use Tax Templates, you should first choose the Use Tax Templates for Tax Calculation option in the Transaction Settings setting in the Nominal Ledger. This option will cause a Tax Template field ("T-Cd") to appear on flip A of the matrix on the 'Costs' card of the Purchase Invoice record instead of the VAT Code field ("V-Cd").

Because a particular Tax Template can include several tax rates, it can be difficult to see at a glance how the tax figure in a Purchase Invoice is calculated. When viewing a Purchase Invoice, selecting 'Open Tax Matrix' from the Operations menu (Windows/Mac OS X) or Tools menu (iOS/Android) will cause a new window to be opened, displaying the tax calculation, as follows:

• If you place the insertion point in a Purchase Invoice row, the function will display the tax calculation for that row.
  

• If you place the insertion point in a header field, the function will display the tax calculation for the Purchase Invoice as a whole. This is shown in the illustration below.

Selecting this function will have no effect if you are not using Tax Templates (i.e. if you have not selected the Use Tax Templates for Tax Calculation option in the Transaction Settings setting).

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The Purchase Invoice register in Standard ERP:

• Introduction
  

• Entering a Purchase Invoice
  

• Entering a Purchase Invoice - Examples
  

• Preliminary Booking
  

• Inspecting Purchase Invoices, Marking as OK and Posting to the Nominal Ledger
  

• Nominal Ledger Transactions from Purchase Invoices
  

• Error Messages
  

• Printing Purchase Invoices
  

• Accruals in the Purchase Ledger
  

• Cash Notes in the Purchase Ledger
  

• Crediting Purchase Invoices
  

• Operations menu, including:
  
  • OK
    

  • Invoice Status
    

  • Balance
    

  • Add Retention
    

  • Add Withholding Tax
    

  • Open E-Purchase Invoice pdf
    

  • Open NL Transaction
    

  • Open Preliminary NL Trans.
    

  • Connect to Prepayment
    

  • Not Reconciled POs
    

  • Item Search
    

  • Open Tax Matrix
    

  • Print Cash IN-OUT
    

  • Request Approval
    

  • Cancel Approval Request
  
  
• Create menu

Go back to:

• Home page for Purchase Ledger manual
  

• Home page for Standard ERP manual

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