Objective

This article will go through the steps required to retrieve invoices for a VAT period via your Inbox.

Applies To

  • VAT Period Reporting for Purchase and Sales invoices.

Procedure

To enable this feature, you will first need to select it via your Company Settings (don't forget to click Save Changes afterwards!)

When the invoices for a specific (or multiple) VAT period(s) are required, follow these steps to retrieve all invoices for that period:

  1. Click on the search box with Choose Tag in it.

  2. A dropdown menu automatically appears with the available tags.

  3. Select the required tag. Multiple tags can be selected by repeating the process.

  4. All invoices with that tag will then be displayed with a grey tag icon showing what tag they belong to.

Additional Information

  • To download these invoices into one Excel file, see here.

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