Account or allocate different VAT rates on a receipt.
In some cases, receipts include multiple VAT rates, each of which should be accounted for separately. Allocating portions means distributing a receipt across multiple accounts or VAT accounts.
The Expense process remains the same: the receipt is photographed, and a comment is added as usual. The difference comes in the accounting step.
Allocation for Purchases
- Open the Expense app.
- Click on the Plus icon and select Create Purchase.
- Take a photo of the receipt or choose an image from the photo library by pressing the phone’s back button.
- Select Corporate Card and add a comment.
- Verify that the amount and other details are correct > Click Save.
- Go to To Report and open the relevant card report > Review the transactions.
- Open the transaction and select Account.
- Enter the amount to be allocated (e.g., 100 SEK) > Choose purchase and verify the VAT.
- Assign the remaining amount to another account/internal account or VAT > Click Save.
Allocation for Representation
Allocation is also possible for representation expenses. Here, amounts can be entered as percentages, allowing a specific percentage to be assigned to a particular account or cost center.
To enable allocation for representation, a specific setting must be activated in the administrator’s interface.
These steps ensure accurate accounting even when receipts need to be distributed across multiple accounts and VAT rates.