Sending Travel Expenses with Value Added Tax to Microsoft Dynamics NAV
Within the Gorilla Expense application, when users create travel expenses, depending on their location additional tax reclaim fields can be enabled and the data can be sent to Dynamics NAV. We provide a total of 4 sub-amount fields in the application. These sub-amounts can also be configured differently to Add-to the value entered in the Transaction Amount.
For our Canadian customers (or customers with users that travel to Canada), the frequently used fields are GST, PST and HST. The user can enter amounts for these fields within the transaction from the receipt, and of course, also attach the receipt. For our European customers, these are the different flavors of VATs, based on the country.
Shown below, as an example, is a completed transaction with the tax values entered for a Canadian customer:
The Gorilla Expense integration app, which automates the integration between our web application and Microsoft Dynamics NAV 2009 and above can send the amounts listed in these fields directly to Dynamics NAV with the click of a button.
If the company has different GL codes associated with each of these fields, then those can be setup in the integration app as well. Once done, our integration app will post amounts in the specific fields to the respective GL code(s). Once the data is sent to NAV, then the accounting manager can reconcile it and issue a cumulative report from within NAV for reclaim from the government. This report will usually include the total reclaim amount based on expenses submitted by all users. Typically, the taxation rules are setup in NAV since the tax rates can vary based on province and as the ERP system, it makes sense for NAV to manage that complexity.
To learn more, discuss your requirements and view this travel expense integration with NAV in detail, send an email to firstname.lastname@example.org. We always love hearing from you!