Analyze your data

Create and edit rules or rule sets on the Analysis Rules page to help you detect inconsistencies with your reported transactions.

You can use these rules to run an Analysis Plan to check compliance when preparing to file your VAT returns. You can run analysis plans against batches or transactions.

Create an analysis rule

Learn how to create an analysis rule in VAT Filing.

Go to Settings > Analysis Rules
In the Rules section, select Create Rule.
Enter the Analysis Rules Name and Description.
Add a Filter Condition and a Success Condition.
Tip:
You can select formulas from the Quick Lists.
Click Create.

Create an analysis rule set

After you define the necessary analysis rules, you should create a rule set to combine the rules in one place.

Go to Settings > Analysis Rules
In the Rule Sets section, select Create Rule Set.
Enter the Analysis Rule Set Name.
Select all the rules you want to combine from the Available Rules section. Then, click Create.

Run an analysis plan

Learn how to to run an analysis plan against one or more batches or transactions.

Go to Invoices > Run Analysis
Select the rule set. Then, click either Choose Batches or Choose transactions.

Tip:
Rule sets can be added or edited in Settings > Analysis Rules.
Use the filters to only add what you want to the analysis. Then, click Run Analysis.

Note:
If you selected Choose batches in the previous step, you also need to select each transaction before you can run your analysis.
Click Export to export the results for a particular line, or Export all to export all results.

After you receive the analysis results from the selected batches or transactions, you can select a specific row to view the Analysis Result Details page. This page provides the following information:

General analysis information
Bulk edit
Transactions with errors

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