In some cases, Contractors may need to add additional lines to the “Filter” due to there being different VAT/Tax rates based on parts and labour etc. These additional lines can be added using the "Add Additional Invoice Line..." button.

Upon clicking this, the User is shown a window in which the details of the additional line can be added.

A Description of what the additional line is for and the Cost can be entered. Upon entering the Cost, the field is calculated depending on the Tax code used. A different Tax code can also be selected from the drop down. The Gross is then updated underneath the Tax field. Clicking <OK> will add this line to the invoice.

Any additional lines will be shown in the “Submit Invoice” screen along with the calculated Tax and Gross:

Note: This functionality should not be used to separate tax lines from the invoice. The correct “Tax Code” must be selected on the correct line item so that the Client can treat tax correctly in their finance system. Failure to do this may result in the invoice being rejected.

Each tax code can only be selected once, therefore items charged at the same tax rate should be grouped together on the additional lines and the correct tax code applied.
If you have any doubt in how to correctly submit your invoice, please contact your client helpdesk for advice.

Consolidated invoices are not supported for multi-line tax entry at this time. Please use the single invoice submission process for any invoices that require multi line tax.
 

Pre-Requisite: The system allows multiple Tax Codes on invoices

Permissions: Can Edit Invoices