The Rule Builder helps you create custom formulas using various sets, functions, and fields. You can use these rules to verify data accuracy. This process helps you catch errors early.

1. Go to Settings > Reconciliation Rules
2. Go to Rules and click Create Rule.
3. Enter the name and a description.
4. In the Datasets section, select at least two and no more than four to compare.
5. Select the data type for the sets and mark one of them as the primary data set.
6. In the Rule Builder section, click the items from Fields and functions list to add them to the Condition field, or add the conditions manually.
7. Optional: In the Identifier options section, you can select one or more identifiers for a given comparison Operator to help you create the condition for the rule.
8. When you're done, click Run check to check your condition's syntax.
9. Click Create to save the rule.

Create a rule set when you often need to apply the same rules together.

1. Go to Settings > Reconciliation Rules
2. Click Create Rule Set.
3. Enter a name and a description for your rule set.
4. Select the types for the number of data sets you'd like to compare.
5. Click Check Available Rules to show a list of applicable rules you've created, based on the number of data sets you chose.
6. In the Available rules section, select the rules you'd like to move to Selected rules.
7. Click the arrows to move the rules from Available rules to Selected rules and vice versa.
8. Click Create to save your new rule set.

Learn how to run a reconciliation for one or more reconciliation rule sets.

1. Go to Invoices > Run Reconciliations
2. Select the company, the reporting period, and the reconciliation plan (rule set) you want to run. Then, click Next.
3. Select invoice batches to add to each dataset using the checkboxes.
4. After selecting the batches for all datasets, click Run.
   Note:

   The Total lines column shows how many lines were included in the primary dataset. The Lines analyzed column shows how many lines were analyzed during the reconciliation process. In case these two numbers don't match, run the reconciliation again or contact Sovos support. You can also see how many lines passed the reconciliation process without errors, and with errors.

5. Click the reconciliation result in the table to go to the Reconciliation Result Details page.
   Note:

   Rows that passed the reconciliation process are marked as Valid. Rows that didn't pass the process are marked as Needs attention. Only columns with data are shown in the table.

6. Double-click a field on the table to edit it.
7. In the pop-up, enter a comment on the reason for editing the value. Then, click Save new value.
   Tip:

   Your saved changes are applied throughout your VAT Filing account.