Imports
Indirect Tax Compliance imports transactional data from the ERP or from other sources, and can import a variety of formats.
The import step processes and analyses data based on the type of data, such as Returns, Intrastat, General Ledger.
You can run imports manually, or you can configure them to run automatically so they pick up your data from a trusted location. Automatic imports are configured on implementation.
The Import process analyzes the data for any exceptions or errors, and then populates the correct returns accordingly.
Imports Grid
- Toolbar Ribbon: Dataset and entity editing actions appear in the toolbar ribbon. The options available depend on the screen. Some screens show dropdowns that let you choose specific items to display.
- Grid-Level Actions: Use these actions to manage the grid view and column groupings.
- Item Actions: You can select one or more checkboxes in theActionscolumn to perform actions on specific items in a grid.
- Transaction drilldown: By selecting a hyperlink, you can open a page that shows details about a transaction.
- Page navigation selectors: Use these selectors to quickly navigate between pages of a multi-page list.
- Items per page selector: Select the number to change the number of transactions displayed on a page. The default is 25.