VAT per line - Journal upload into NetSuite

HuwFinance

Morning all

Hoping someone can assist - with the law changing and HMRC becoming a link to our ERP system and VAT returns becoming a linked affair. I am looking to ensure expenses are posted to the correct box in the VAT return automatically. We (royal we) use NetSuite and the journal upload calculates the total VAT amount and then posts as one line, instead of per line of the expense. I.e. using a tax code per journal line. Does anyone know how to change the journal upload so that the tax code is per journal line not a total at the end of the journal?

Isabela Stisser

Hey @HuwFinance, thanks for posting to the Community! I believe that the workaround for what you're trying to accomplish here is to change your export options to be a single entry for each expense:

Hope that helps!

HuwFinance

Hi @IsabelaStisser - Thank you for getting back to me. I have already ticked "Single, itemized entry for each report" but I really need it for each expense line, not just the report. It is rather annoying, however I received a message from Expensify stating that they were looking into the change to be implemented this quarter. However it will be too late by then, as the transactions will already be in the system

Sheena Trepanier

Hi @HuwFinance, I hope you're having a great week. My team member Isabela recommended that you switch to "Single entry for each individual expense" rather than "Single, itemized entry for each report". Have you tried this at all?