Add new sales category template

The program includes some suggestions of sales category templates, but you can also add you own if necessary. It is important that right ledger account for sales transactions is specified in the sales category template since there are different VAT codes linked to the accounts in the chart of accounts, depending on the type of sale involved.

  1. Select Settings - Sales VAT and ledger settings.
  2. Select New sales category.
  3. Fill in all information.
  4. Select Save.

You can also access the New sales category view when you select a sales category for a new article.

Only accounts marked as active in the chart of accounts can be selected for a sales category template. When a sales category template has been saved and marked as Active, it can be linked to an article.

Ledger accounts for sales transactions

To be able to use a sales category template, it must have the status Active and contain ledger accounts that are active.

The name you specify should indicate whether the sales category template is intended to be used for goods or services and what VAT rate is has. This makes it easier to choose the right sales category template when you add a new article.

Enter the VAT rate that applies for a sale subject to VAT. Different ledger accounts are used to post the output VAT based on the VAT rate specified.

Indicate whether a sales category template is intended for articles of the type Goods or Services. Different ledger accounts for sales transactions become available depending on whether the article is a good or a service.

Here, you specify the account that sales subject to VAT within Norway should be posted against.

Here, you specify the account that VAT exempt sales should be posted against. This account is used when posting normal sales invoices if the VAT rate is set to 0% in the article coding.

Here, you specify the account that EU sales subject to VAT should be posted against.

If you do not need to use different sales accounts for sales within Norway and within the EU, you can specify the same sales account as you entered in the VAT liable sales field.

Here, you specify the account that VAT exempt sales within the EU should be posted against.

Here, you specify the account that VAT exempt sales to customers outside of the EU should be posted against.

Ledger account not included on the VAT report

Here you specify the account where e.g. the sales of gift vouchers or invoicing of interest should be . If a specific account is not shown in the menu, go to Settings - Chart of accounts and make sure that the VAT code for that account is set to No VAT code or left blank.