Automatic VAT receipt management simplifies mileage claims by applying VAT from an uploaded fuel receipt across future claims until the receipt is fully utilised. This reduces manual tracking and ensures accurate VAT recovery.
Admin: enable automatic VAT receipts
Before users can use this feature, an administrator must configure the mileage category.
Go to Setup > Categories.
Select the mileage category and click Edit.
Ensure a default VAT Rate is selected and Allow user to change VAT is enabled.
Click Save.
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Using automatic VAT receipts
Once the feature is enabled, users can upload a fuel receipt against a mileage claim and the system will apply the remaining VAT balance to subsequent claims automatically.
Create a new mileage expense and upload a VAT-inclusive fuel receipt.
Click Save. If the receipt has unused VAT remaining, the balance is carried forward.
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For subsequent mileage claims, complete the expense details and click Continue. The system applies the remaining VAT balance from the previous receipt automatically.
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Note: When the VAT balance on a receipt is fully used, you will receive an email prompting you to upload a new receipt.
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