VAT4U Knowledge Base

SAP Concur

Published October 22nd, 2024 by VAT4U Team

VAT4U is an SAP Concur partner. We seamlessly integrate with SAP Concur via the SAP Concur App Center or through the client web services. However, since we have a partnership with Concur, only activation via the Concur App Center should be used by the new customers. How to connect in 2 min: Where is the SAP Concur connector located in VAT4U? To ac

How to Upload a Decision on a VAT Refund Application

Published October 30th, 2024 by VAT4U Team

Once you receive a decision from the Tax Authorities regarding your VAT refund application, you can easily upload the decision in VAT4U and update the application’s status. Here's a step-by-step guide on how to do it: 1. Access the VAT Refund Application Navigate to VAT Recovery > Manage VAT Claims. Select the VAT refund application you wish to u

Tasks

Published October 11th, 2024 by VAT4U Team

Tasks Overview The Tasks tab, located in the left-side menu, allows you to manage and view all your tasks or all tasks in one place. Here’s a detailed guide on how to use it: Creating a New Task Add New Task: Click the "Create New Task" button to get started. Task Title & Description: Provide a title for your task and add a description to clarif

Representative

Published October 16th, 2024 by VAT4U Team

The Role of a Representative in VAT Recovery In the VAT recovery process, certain countries require a fiscal representative for foreign businesses that are not established in that country. A fiscal representative is a local entity that acts on behalf of the foreign business, taking responsibility for handling VAT filings and payments, and is jointly

Companies

Published October 11th, 2024 by VAT4U Team

The Companies tab on the left-side menu provides a comprehensive overview of all companies you have access to, displaying key details and management options. This guide will walk you through the information available and explain how to navigate and manage companies effectively. Key Information Available in the Companies Tab In the Companies tab, yo

Whitelabel

Published October 11th, 2024 by VAT4U Team

Whitelabel logo This is especially useful for Experts who want to control the branding on notifications sent to customers. First, you can customize the logo displayed in the VAT4U application. The logo appears in the top left corner of the app. For best results, use a PNG file with a 3:1 aspect ratio (horizontal to vertical). The logo should not ex

Documents

Published October 11th, 2024 by VAT4U Team

The Documents tab serves as a central storage hub for all company-related documents within VAT4U. Any document uploaded, such as tax certificates, will appear here: You can also upload various types of documents, including: Contracts (even agreements between your company and VAT4U); Commercial registers; Identity documents for legal representatives;

What Does the "Ready" Status Mean in VAT4U?

Published October 17th, 2024 by VAT4U Team

In VAT4U, every expense added to the platform is assigned a Refund Status. This status helps track the progress of each invoice through the VAT recovery process on a transaction level. This article explains what the "Ready" status means and when invoices are marked as such. The Impact of the "Ready" Status When an invoice is marked as "Ready" in the

Yokoy

Published October 22nd, 2024 by VAT4U Team

Yokoy is a powerful spend management platform that integrates with VAT4U to facilitate automated VAT recovery through the API. However, this process requires direct interaction with your Yokoy Account Manager. Once you agree with them to integrate with VAT4U, you can inform our technical team who will communicate with Yokoy top set it up. Activation

Certify

Published October 22nd, 2024 by VAT4U Team

VAT4U can connects with Certify to retrieve expense data through its API, simplifying VAT recovery for users. This integration needs the technical team's involvement on both Certify and VAT4U sides. Please make sure to speak with Certify and request to connect to VAT4U APIs. To inform our technical team, please follow these steps: Activation Steps:

How to Archive a Query

Published November 4th, 2024 by VAT4U Team

To keep your "Queries & Appeals" section organized on the VAT4U platform, it's essential to archive queries after you've replied to Tax Administrations. This way, you'll only see Open Queries—requests that still require your attention. Here’s how to archive a query: Navigate to Manage VAT Claims: Click on “Manage VAT Claims” in the left menu. Se

Mass Data Import Options in VAT4U

Published October 29th, 2024 by VAT4U Team

To import data, click on the left-side menu: VAT Recovery-> Add Expenses. A new pop-up window will appear with the option to Select company and method. A company can be chosen from the drop-down list under Please select a company to start with, then click on Mass Data Import. There are five options to choose from: I have data only in CSV or Exc

User Roles and Access Levels

Published October 11th, 2024 by VAT4U Team

When using the VAT4U platform, different user roles can be assigned to your team members with varying levels of access and permissions. This guide provides an overview of the available roles and their specific access levels within the system. 1. Administrator Administrators have full control over the platform and can access and manage all features.

Managing Currency Exchange Rates (FX) in VAT4U

Published October 30th, 2024 by VAT4U Team

Currencies play a significant role in the VAT recovery process and reporting. This article outlines how VAT4U addresses currency exchange rates across various areas of the application. Understanding Currency Types Accounting Currency: This is the currency used in your accounting systems. For example, a UK-based company typically uses GBP for its acc

Managing Correction Status in VAT4U

Published October 15th, 2024 by VAT4U Team

In VAT4U, the correction status feature is designed to assist users in monitoring the need for invoice and receipt corrections to ensure compliance with specific regulations. This tool helps identify and track documents requiring adjustments, supporting adherence to relevant VAT guidelines. It also helps to monitor correction statuses. Please note

How VAT4U Uses AI

Published October 15th, 2024 by VAT4U Team

VAT4U cuts the complexity of expense management by integrating Smart AI into the platform. With this AI technology, your workflow becomes faster, more accurate, and the tedious aspects of VAT management are handled with ease. Here’s how AI is helping you work smarter. How VAT4U’s AI Can Help You There are three main areas where VAT4U uses AI: Automa

Uploading Invoices One by One

Published October 29th, 2024 by VAT4U Team

Expense Images To upload invoices, navigate to VAT Recovery in the left-side menu and click Add Expenses. Next, select the company for which you're importing, and choose “One by One” to proceed. You will see a drag-and-drop or upload window on the left side where you can add your invoice document. Note: You can add more than one document to your in

Batch actions: Keyword Search with OCR

Published October 15th, 2024 by VAT4U Team

When dealing with a large volume of invoices, finding specific documents can be a daunting task. The Batch Actions feature, combined with the Keyword Search using Optical Character Recognition (OCR), allows you to efficiently filter and manage your invoices. Your processing team may need to exclude invoices from specific suppliers that do not qualif

How to Change Password

Published October 11th, 2024 by VAT4U Team

To change your password, start by going to the My Account button in the bottom left corner. Once there, click on My Profile, then select Security, and choose Change Password: You will need to enter your current password first. After that, insert your new password in the provided field. Make sure to create a strong password by following these recomme

The "Start Processing" Button [to review]

Published October 29th, 2024 by VAT4U Team

This guide explains how to use VAT4U's Start Processing feature to speed up the invoice verification process. Instead of opening each invoice manually, this feature lets you process invoices in sequence, saving time and effort. Where to Find the Feature In the VAT Recovery module -> Manage Expenses Table List, you need to select a company and use

Sixt

Published October 22nd, 2024 by VAT4U Team

VAT4U integrates with Sixt to enable direct data transfer for VAT recovery through its API. This integration requires collaboration with both technical teams. Activation Steps: User Setup: Create a specific user in your Sixt environment with read-only access. Request Setup: Send a request to the VAT4U team with the necessary access details. Data Ret

Company Bank Information

Published October 11th, 2024 by VAT4U Team

Maintaining accurate bank information is crucial for VAT recovery. Ensure all necessary details are provided for each bank account, and monitor your bank details history to keep track of any changes made. In the VAT4U system, you can also add multiple bank accounts linked to your company. This feature allows you to easily select a specific bank acco

Home company settings

Published October 11th, 2024 by VAT4U Team

General Information Click on My Account in the bottom left corner, then on Home company settings → General information to add/edit all the information about your company, such as company VAT registrations and billing information. Under the General Information tab, you can insert the name of the company, its address, contact email one and two (optio

VAT Registrations

Published October 11th, 2024 by VAT4U Team

VAT Registration refers to the process where a business registers with the local tax authority to obtain a VAT number, allowing it to charge, collect, and recover VAT in a particular country. Who issues VAT registrations? VAT registrations are issued by the local tax authorities of each country. For businesses operating within the European Union, V

MobileXpense

Published October 22nd, 2024 by VAT4U Team

The MobileXpense integration with VAT4U allows for automated data transfer using SFTP, simplifying the VAT recovery process. Activation Steps: Click Activate: Users need to click on the “Activate MobileXpense Integration” button. This action sends a request to the VAT4U team for activation. Data Retrieval: Data is transferred periodically from Mobi

Notifications

Published October 11th, 2024 by VAT4U Team

Notifications help keep you updated when someone tags you or assigns you tasks within the platform. There are four main areas where you can receive notifications: Claims: When someone mentions you in the comments on a claim. Invoices: If you're tagged in the comments of an invoice. Queries: When other users mention you in query comments. Tasks: When

VAT Flows

Published October 30th, 2024 by VAT4U Team

The VAT Flow Report gives you an overview of where VAT is paid and from where it’s reclaimed, with options to filter by claimant, date, refund country (where VAT was paid or where expenses occurred), and refund status. Click Generate Report to visualize your VAT flow, showing potential refunds if filtered by “Incomplete” status or the VAT ready to r

Reference Numbers

Published October 11th, 2024 by VAT4U Team

Reference Numbers are unique identifiers issued by tax authorities in various countries where your company is seeking VAT refunds. These numbers are usually not mandatory but essential for the VAT recovery process for several reasons: Tax Authority Identification: Reference numbers help local tax authorities recognize your company when you submit VA

Tax Certificates

Published October 11th, 2024 by VAT4U Team

What is a Tax Certificate? A Tax Certificate is an official document that verifies a company’s tax status and confirms that it is registered and compliant with local tax laws. It serves as proof that the business is recognized by tax authorities and is eligible to claim back VAT in certain jurisdictions. Who Issues Tax Certificates? Tax certificates

Invoicing Settings

Published October 18th, 2024 by VAT4U Team

As part of the VAT Expert module, the Invoicing Settings section is designed for VAT experts using the VAT4U technology to serve clients and issue invoices. This area allows you to customize your invoice number format and, if applicable, the order number format. Customizing Invoice and Order Number Formats You can define the format for your invoice

KDS Neo

Published October 22nd, 2024 by VAT4U Team

KDS Neo integrates with VAT4U using SFTP for data transfer, requiring coordination between both technical teams to set it up. Activation Steps: Users should click on the “Activate KDS Neo Integration” button. This will generate a request to the VAT4U team for setup. Data Retrieval: Data is periodically transferred from KDS to VAT4U. Keep an eye on y

Approving a VAT Claim from Draft to Queued

Published October 30th, 2024 by VAT4U Team

In VAT4U, you can save a VAT claim as a Draft before approving it. Once approved, the claim status will change to Queued. 1. Open Your VAT Claim Go to the main menu and select VAT Recovery > Manage VAT Claims. Choose the claim ID you want to verify and approve. 2. Verify Your VAT Claim Open the claim in Draft status. Check that the claim’s conte

Tax Portals

Published October 11th, 2024 by VAT4U Team

In the VAT4U system, your tax certificate is securely stored with advanced AES-256 encryption. This robust security ensures that your certificate is protected and can only be accessed when you provide the required password. The certificate is used exclusively for logging into various Tax Administration portals through our automated systems when subm

VAT Analytics

Published October 30th, 2024 by VAT4U Team

The VAT Analytics Report provides an overview of all your VAT activities. To generate a report, you need to filter by invoice date range and select a specific company or company group. Additionally, you can access a range of filters, including country of refund, VAT flow, and extraction method, by unfolding the Additional Filters section. This page

Managing Expenses

Published October 11th, 2024 by VAT4U Team

To efficiently manage your expenses, use the filters at the top of the page to define the scope of data you’d like to load. This allows you to quickly focus on the most relevant information for review or export. For example, if you want to view only expenses with potential cashback between €10 and €100, follow these steps: Click the filter icon. Cho

Billing

Published October 11th, 2024 by VAT4U Team

In the Billing Information tab, you can manage your company's billing details for invoices generated by the VAT4U system. You can easily find the Billing Information by clicking on My Account in the bottom left corner → Home company settings → Billing. Begin by selecting the company to be billed from the drop-down menu. The billing information show

VAT4U SFTP Server

Published October 22nd, 2024 by VAT4U Team

The VAT4U SFTP (Secure File Transfer Protocol) server is a tool designed to help you store and manage expense documents and scans related to your batch expense imports. By using the VAT4U SFTP server, you can securely upload data and documents, making them readily accessible for download or import. Why Use the VAT4U SFTP Server? Secure Document Stor

Compliance Statuses in VAT4U

Published October 30th, 2024 by VAT4U Team

VAT4U’s compliance check system helps users quickly identify documents that may be non-compliant for VAT recovery. Below, you'll find an overview of the compliance statuses, how to interpret them, and how they guide your VAT recovery process. In VAT4U, the term "Compliance" specifically refers to the adherence of an invoice or receipt to the formal

VAT Information

Published October 11th, 2024 by VAT4U Team

To ensure your VAT recovery process runs smoothly, it’s important to provide accurate details, including your Company VAT Number, Local Tax Office Name, Local Tax Office Address, and Local Tax Number. Why this information is important: Compliance: Both EU and non-EU countries have distinct regulations regarding VAT recovery. Providing accurate local

How to Set Up Your Profile Settings

Published October 11th, 2024 by VAT4U Team

To set up your profile settings, start by clicking on the My Account button in the bottom left corner. This will open the General Information section where you can customize your profile. Here, you can select the title Mrs., Mr., or leave it as None. Enter your first and last name, and if you have an academic title, you can choose between Dr., Prof.

How do I import images and link them to my data in VAT4U?

Published November 4th, 2024 by VAT4U Team

In VAT4U, you can seamlessly link imported data with corresponding invoice images, ensuring a fully integrated expense management process. However, for this linkage to work, a connection must exist between the data and the images. There are two ways to establish this link: Using Public URLs: Provide a public URL for each image, and VAT4U will automa

Refund Statuses for Expenses in the Manage Expenses Tab

Published October 29th, 2024 by VAT4U Team

Here’s a quick guide to understanding the different statuses of your expenses under the Manage Expenses tab. These statuses indicate where your expenses stand in the refund process, and you can easily update them as needed. 1. INCOMPLETE The expense is missing essential information or mandatory documents, such as vendor details, invoice number, or a

Production Analytics Report

Published November 12th, 2024 by VAT4U Team

The Production Analytics Report provides a detailed, tabular view of VAT-related data, designed specifically for processing teams. This report offers a comprehensive breakdown of client data, helping VAT experts track progress and focus on key areas for VAT recovery. Unlike VAT Analytics, this report is presented in a simple tabular format without c

Cytric by Amadeus

Published October 22nd, 2024 by VAT4U Team

The Cytric integration with VAT4U is based on an on-demand data dump that requires our technical team's involvement to set up the connection. Activation Steps: Request Setup: Send a request to the VAT4U team for setup. User Creation: Create a specific user in the Cytric environment with read-only access to the necessary data. Provide Details: Share

Exact SRXP

Published October 22nd, 2024 by VAT4U Team

Exact SRXP simplifies employee expense claims management and integrates with VAT4U for streamlined VAT recovery. Activation Steps: User Creation: Set up a specific user in your Exact SRXP environment (check with Exact if required). Grant Access: Activate read-only access for this user. Provide Details: Fill in the necessary access details to initiat

DevoluIVA

Published October 22nd, 2024 by VAT4U Team

To activate DevoluIVA a sub service provided in Spain to correct non-compliant invoices, the client must establish an additional contractual agreement with VAT4U before activating the integration. Activation Steps: Contract Agreement: As a VAT4U client, you need to set up an agreement with DevoluIVA directly; you cannot use VAT4U's contract leverage

Captio

Published October 22nd, 2024 by VAT4U Team

VAT4U integrates with Captio through the API to facilitate the retrieval of expense data for VAT recovery. Like Cytric, this integration requires the technical team's involvement for setup. Activation Steps: User Creation: Set up a specific user in the Captio environment with read-only access. Provide Account Details: Share the main Captio account c

HRS

Published October 22nd, 2024 by VAT4U Team

VAT4U integrates with HRS to facilitate the transfer of expense data for VAT recovery. This integration requires the involvement of technical teams from both sides. Activation Steps: Users need to click the “Activate HRS Integration” button in the VAT4U interface. This action generates a request to the VAT4U team for activation. Data Retrieval: Data

Custom Fields in the VAT4U System

Published October 11th, 2024 by VAT4U Team

If you need to capture very specific additional information on each single Expense, you can use Optional fields (already pre-defined by VAT4U), or, use Custom Fields. They will be available in Data Entry and when crating reports. Custom fields allow you to include additional information tailored to your specific needs and internal company requests.

Expensya

Published October 22nd, 2024 by VAT4U Team

The Expensya integration with VAT4U allows users to automate the retrieval of expense data through its API, aiding VAT recovery efforts. Activation Steps: API Key Entry: Users must provide their Expensya API key in the VAT4U system (please access this key in your Expensya environment). Save Connection Details: After entering the API key, users click

Data Handling and Security Using AI at VAT4U

Published October 15th, 2024 by VAT4U Team

At VAT4U, we prioritize data security and have implemented advanced AI technologies with strict protocols to ensure the highest level of protection for our users. Encryption and Security All data, including user inputs like prompts and images, is fully encrypted both in transit (using Transport Layer Security, or TLS) and at rest. This ensures that

Setting Up Multi-Factor Authentication (2FA)

Published October 11th, 2024 by VAT4U Team

Multi-factor authentication (MFA) adds an extra layer of security to your account. After it's enabled, you'll need to enter a 2FA time-based code along with your regular login details when signing into VAT4U. To enable two-factor authentication, click on My Account in the top left corner. This will direct you to your account profile, where the Secur

Import List

Published October 15th, 2024 by VAT4U Team

After completing/selecting a mass import under Add Expenses, you can view the Import List, which displays all previous imports: Key columns include: File Name; Import ID: Crucial for filtering invoices in the Managed Expenses table; Import Date; Company Name; User who performed import; Import Result: Indicates whether the import was successful or if

How to Create a Child Claim

Published October 22nd, 2024 by VAT4U Team

The Create Child Claim feature in VAT4U allows you to create a claim from some selected invoices that have already been claimed. This is particularly useful in situations where you need to resubmit certain invoices to the tax administration or if you need to create a claim for your vendor (because invoices where rejected by Tax Authorities due to in

How to Use the VAT4U Travel Mobile App: A Step-by-Step Guide

Published October 11th, 2024 by VAT4U Team

⚠️ Mobile App Not Available ⚠️ Due to the migration to a new mobile app release, the VAT4U Travel mobile app is currently unavailable on Android and Apple stores. A new version with enhanced features will be released during Q1 2025. Thank you for your patience! The VAT4U Travel Mobile Application is a handy tool that helps employees receive VAT-co

Running Jobs

Published October 30th, 2024 by VAT4U Team

In VAT4U, some actions take a bit longer to complete—things like importing expenses, running compliance checks or performing batch actions. These are important jobs that happen behind the scenes, but without a way to keep track of them, it’s easy to feel unsure about what’s happening. Did the import start? Is it stuck? Should you click the button ag

How to Set Exclusion Reasons for Non-Compliant Invoices in Bulk

Published November 4th, 2024 by VAT4U Team

When processing invoices, you may encounter ones that don’t meet compliance standards. In VAT4U, you can quickly set exclusion reasons for these invoices allowing you to exclude multiple invoices at once. Here's how to do it. Steps to Exclude Non-Compliant Invoices en masse: Start Batch Processing Begin by setting up filters to identify the invoice

Performance Analytics Report

Published November 13th, 2024 by VAT4U Team

Performance analytics provides an overall view of how invoices are being processed, showing the speed, profitability, and team performance metrics. It details the number of invoices processed per group, the volume of clients handled, and the overall workload of the team, all within specific timelines. Data is available from April 17, 2020. Important

Claim Refund Statuses

Published October 29th, 2024 by VAT4U Team

The Claim Refund Status field under the Manage VAT Claims tab helps you track the progress of your VAT refund claims. It provides insight into each stage of the claim process, ensuring you can effectively manage and follow up on each claim: Below is a detailed breakdown of the various statuses that can be applied to your cl

Invoicing Module

Published November 18th, 2024 by VAT4U Team

The invoicing module in VAT4U is designed to help experts and franchisee companies efficiently manage and issue invoices for the services they provide to clients directly within the platform. By utilizing the invoicing module, VAT experts can centralize their invoicing operations, ensuring that all services provided are accurately documented and bil

How to Add Expenses in VAT4U

Published October 11th, 2024 by VAT4U Team

Preparing Your Data for Import Before you import data into VAT4U, you need to extract it from your system. For VAT4U to correctly assess the invoices, it is essential to provide specifics such as Expense Category, Country of refund, Gross Amount, Currency, and Date. The Date is particularly important, as VAT rules can change over time. If you cannot

Security & GDPR

Published October 15th, 2024 by VAT4U Team

At VAT4U, we prioritize the confidentiality and integrity of the data we manage. We are committed to providing transparent information about our security practices to ensure customers trust us as their provider. We constantly identify risks, implement best practices, and continuously enhance our security measures. For more details, visit our Trust C

Connectors

Published October 11th, 2024 by VAT4U Team

VAT4U Connectors: General Overview We understand that managing expenses and ensuring smooth VAT recovery can be complex. To streamline these processes, VAT4U provides a variety of connectors for seamless integration with different expense management systems. Why Are Connectors Important? By integrating with existing systems, VAT4U helps businesses s

How does VAT4U handle data security when using AI?

Published October 14th, 2024 by VAT4U Team

At VAT4U, we leverage a combination of advanced AI technologies to streamline and optimize business processes. We integrate multiple layers of AI models, including internal AI models, Optical Character Recognition (OCR), and Large Language Models (LLMs). These models work together seamlessly to automate and enhance business functions. Internal AI Mo

Chrome River

Published October 22nd, 2024 by VAT4U Team

By connecting Chrome River to VAT4U, you can streamline your VAT recovery process. The integration automates data retrieval, making it easier and faster to process travel expense reports. This guide will walk you through how the Chrome River connector works within VAT4U. WHAT YOU WILL NEED TO ACTIVATE THE CONNECTOR To set up the connection in VAT4U

How can I create an account with VAT4U?

Published October 14th, 2024 by VAT4U Team

To get started with VAT4U, simply contact us to sign the agreement. Please contact us at info@vat4u.com. Once that's complete, we’ll guide you through the onboarding process. You’ll receive an email with a link to access the platform. Please note that company access doesn’t automatically grant user access. Individual users will need to be set up se

Does VAT4U check invoices for compliance?

Published October 14th, 2024 by VAT4U Team

Yes, VAT4U automatically checks invoices for potential non-compliance when a document is uploaded. The system analyzes the image to identify any issues that could affect VAT recovery, focusing on two main areas: Missing Information: VAT4U detects if key details, such as the claimant company's name, are missing where they are required. Disqualifiers:

Managing Multi-Page Expenses

Published October 15th, 2024 by VAT4U Team

When you upload a multi-page document (that could even include several different invoices), you may need to extract only specific pages. This guide explains how to select and manage pages from your invoices and/or create new invoices from your existing files. How to Keep Selected Pages Only Start by uploading your multi-page PDF invoice and review t

Batch Actions

Published October 15th, 2024 by VAT4U Team

In the VAT Recovery section, under the Manage Expenses tab, you can select specific invoices you'd like to work with. Use the filters to narrow down your search results to the exact batch you need, and then click the Batch Actions button. This feature offers a range of useful tools, allowing you to perform specific actions on the selected batch of

How do you use AI on the VAT4U platform?

Published October 14th, 2024 by VAT4U Team

There are three main areas where VAT4U uses AI: Data Enrichment: AI automates data entry from invoices, checking and comparing the data for discrepancies, making expense reviews quick and accurate. AI Chatbot: The chatbot is available to answer VAT-related questions, providing guidance without the need for human support. Query Handling: AI assists i

Pricing Scheme

Published October 11th, 2024 by VAT4U Team

In the VAT recovery process, different administrators, such as franchisee administrators and administrators of expert companies, have access to the pricing scheme. This helps them manage and calculate the fees they charge their clients when submitting VAT claims or performing other services. You can find the pricing scheme in the Invoicing module by

Is the VAT4U platform secure?

Published October 14th, 2024 by VAT4U Team

VAT4U is dedicated to maintaining the highest standards of data protection and security. We are fully compliant with the SOC (System and Organization Controls) framework, which ensures our services are securely managed (SOC 2 Level 2). Additionally, we adhere to GDPR (General Data Protection Regulation) guidelines, guaranteeing the privacy and prot

Do you have integrations with expense management systems?

Published October 14th, 2024 by VAT4U Team

We understand that managing expenses and ensuring smooth VAT recovery can be a complex process. That is why VAT4U offers a range of connectors to integrate with various expense management systems, with a focus on the overall efficiency of VAT recovery processes. The full list of VAT4U Connectors is available for registered users and can be found in

Smart AI

Published October 11th, 2024 by VAT4U Team

The Smart AI tab offers you insights into your AI Credits, as well as a history of changes to those credits. You can find this dedicated tab under Home company settings: This functionality helps you manage and optimize your use of the platform's AI capabilities effectively. Here’s a brief overview of how it works. What Are Free AI Credits? Free AI c

How do I prepare data for import into VAT4U?

Published October 30th, 2024 by VAT4U Team

To efficiently import data into VAT4U from your existing Expense Management software or Accounts Payable system, here’s what you need to know: What types of imports does VAT4U support? Data Only: If you can only export data without invoice scans, you can manually add the scans later in the VAT4U platform. Data with Scans: If you can export both data

User Management

Published October 11th, 2024 by VAT4U Team

In the Users section, you can manage your existing team members and invite new users to collaborate within your company. View Team Members This area displays a list of all users in your team, highlighting key details such as their first and last names, email addresses, last seen activity, account status (active or inactive), and whether two-factor a

How can I upload invoices?

Published October 14th, 2024 by VAT4U Team

There are two methods for importing data into VAT4U. The first is the Single Entry Import, where you can add one expense at a time, either with or without an attachment. The second method is Mass Data Import, which allows you to import multiple expenses simultaneously from a zip file, CSV, or external systems, facilitating a more efficient entry pr

How to Create a VAT Claim in VAT4U

Published October 11th, 2024 by VAT4U Team

In VAT4U, there are several convenient ways to create a VAT claim: VAT Recovery Menu: Navigate to VAT Recovery and select Create VAT Claim. Manage Expenses Table: Go to the Manage Expenses table, filter the invoices you wish to include in theclaim, then click on Batch actions and select Create VAT claim. Manage VAT Claims: Access Manage VAT Claims