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How do I export VAT record data?

Modified on Tue, 10 Dec at 3:03 PM

Within Capture Expense, you can export a template which contains the VAT record data, for reporting purposes. You can also use the exported headers as the template for importing new information.

To export vat record data

  1. Navigate to the Vat Records page. 
    Go to Setup> Overview> VAT Records or Setup> Vat
    Add_VAT_button__1_.png
  2.  Select Export from the Actions menu.
    Export_VAT_Data2__1_.png

    Export instructions appear.
    Export_Download_message.png
  3. Follow the instructions.
  4. Perform either of the following: 
    • Deselect the Include data...  option. The template will only contain the column headers. This is useful if you wish to import new VAT record data into Capture Expense.
      Export_VAT_example_no_data__1_.png
    • Select the Include data...  option. The VAT records' data is exported.
      Export_VAT_example__1_.png
  5. Click the Download button. The template is downloaded to your local drive.
 
 
 
 

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