Typically the VAT code used would be taken from the analysis record used, although there are exceptions if the transaction type and origin requires an EC VAT Code or similar, however you can set up a default VAT code against a customer or supplier which will take precedence over the VAT code set up on the analysis used for the transaction.
Set a default VAT code against an existing customer
Click Debtors then Customers.
Note: All customers are displayed. You can narrow down your search by using the advanced filters. You can also search on the columns directly by pointing the mouse to the name of the column and click on the icon and choose from the available filter list, then click OK.
In the Code or Name column, click the hyperlink, the underlined text to put the customer record into edit mode.
Note: The Action Panel automatically opens from the right-hand-side of the screen. You can close the panel by clicking on the arrow icon on the right-hand side middle of the screen if you need more space.
Click on the Settings tab, then scroll to the Transaction Defaults section.
Type in the VAT code if you know it, or click on the drop-down arrow for more selection or click on the Show More to gain access to more records and advanced searching.
Click Save.
Note: If you want to set a default VAT for a new customer, you can follow the same steps after you have selected the + New Record button on the Customers record list.
Set a default VAT code against an existing supplier
Click Creditors then Suppliers.
Note: All suppliers are displayed. You can narrow down your search by using the advanced filters. You can also search on the columns directly by pointing the mouse to the name of the column and click on the icon and choose from the available filter list, then click OK.
In the Code or Name column, click the hyperlink, the underlined text to put the customer record into edit mode.
Note: The Action Panel automatically opens from the right-hand-side of the screen. You can close the panel by clicking on the arrow icon on the right-hand side middle of the screen if you need more space.
Click on the Settings tab, then scroll to the Transaction Defaults section.
Type in the VAT code if you know it, or click on the drop-down arrow for more selection or click on the Show More to gain access to more records and advanced searching.
Click Save.
Note: If you want to set a default VAT for a new supplier, you can follow the same steps after you have selected the + New Record button on the Supplier record list.