Lookup tables
Lookup tables can replace complex rules that might otherwise be difficult to understand or manage.
There are two purposes for using lookup tables:
- Data accuracy rules
- When you create a lookup table, you can find it in the fields and functions list as a custom part. This helps you update the specific values of a report.
- Create analysis rule
- When you create a lookup table, you can find it in the quick list table of the page. This helps you quickly verify that everything is correct.
Create a lookup table
Learn how to create a lookup table in VAT Filing.
- Go to .
- Select Create lookup table.
- Select the identifier (Transaction Field Name) and enter the table's name and description. Then, click Create.
Edit a lookup table
Learn how to edit a lookup table in VAT Filing, so you can add columns, edit the cells, or change the table's name and description.
- Identifier
- Depending on the selected transaction field, it can be a string, a number, or a date field.
- Column
- Custom empty fields based on your needs. You can add a date, a specific number, or any word.
- Go to .
- Select a table from the list.
- To edit the table's name and description, click the Edit icon.
- To add a column to the table, click Add.
- To enter data in the fields from each row, double-click any of them.
- Click Save.
Import a spreadsheet to your lookup table
Learn how to import a spreadsheet to your lookup table in VAT Filing.
You can only import a spreadsheet into a table if:
The file format is .xlsx
- The lookout table has no rowsTip:
In that case, you can remove any rows from the lookup table and try again.
- Go to .
- Select a table from the list.
- Click the More options icon. Then, select Import to upload an .xlsx file.
- Click Save.
Download a lookup table
Learn how to download a lookup table in VAT Filing, so you can edit it and later import it into VAT Filing.
- Go to .
- Select a table from the list.
- Click the More options icon. Then, select Download to download the table as an .xlsx file.