Imports VAT types, creating and updating their rates and the financial accounts used for VAT.
1. Select the action in the Action field. 2. Point to your data source – a file (CSV or Excel) or a SQL query. 3. Map the source columns to Sapera's fields in the column mapping (see Source fields below). 4. Run Compare to see what will be created, changed or stay unchanged – without writing to Sapera. 5. Run Update Sapera to perform the import.
Use the Allow create and Allow update parameters to control whether new rows are created and whether existing ones are updated.
Each row is matched on the VAT code (Code). Matching VAT types are updated and new ones created – with their rate and the financial accounts used for VAT. Direction: from file/SQL into Sapera.
Parameter | Explanation |
AllowCreate | When enabled, VAT types that do not already exist are created. |
AllowUpdate | When enabled, existing VAT types are updated with the values from the source. |
DeleteOthers | When enabled, VAT types not present in the source are deleted. |
Field | Explanation |
AccountNumber | The account number the VAT amount is posted to. |
Code | The unique code that identifies the VAT type. |
DisplayName | The name shown for the VAT type. |
Rate | The VAT rate as a percentage. |
UsedVatAccountNumber | The account number for used (settled) VAT. |
UsedVatRate | The rate used for the used (settled) VAT. |
See also the overview SyncTool – actions.
Want to know more?
Read more in these related articles:
Standard parameters for all actions
The general parameters available on most SyncTool actions: step control, error handling, timeout, etc.
