Means of operation- Side Menu and Dashboard

SIDE MENU

After logging in, the home page of the application appears. On the left side, you can access the following from the panel:

1. Dashboard
2. Inbox
3. Data Panel
4. VAT Summary
   • VAT Calculations
   • VAT Reports

      5. Account Settings

• Company Settings
• VAT Registrations
• Integrations
• Algorithm Parameterization

DASHBOARD

The home page contains four widgets:

1.       VAT for the current tax year (EUR)

The VAT amount includes all data obtained through integration and data sent via file in the application.

2.      Transactions for the current year (quantity)

The number of transactions includes data from integration and data sent via file in the application.

3.      Estimated VAT for the last month (EUR)

4.      Status of the latest settlement:

• Waiting for data: This is the first status in a given settlement month, indicating that no data has been downloaded yet.
• 
• Completing data: Data is being completed through integration or by adding files. Additional sales and costs can also be added at this stage.
• Data load failed: An error occurred while retrieving data needed for VAT settlements.
• Confirming Data: All data has been correctly added but the client has not yet confirmed the settlement.
• Data confirmed: The client has added and confirmed all data.
• Waiting for Declarations: All data has been added and confirmed, and the VAT settlement team is preparing the declaration.

5.      Timeline

Below is a timeline indicating deadlines for actions in the given month that the client should follow.

6.     Schedule

Below the widgets is a schedule indicating deadlines for activities in a given month, to which the client should comply with.

Next to the timeline, there are three charts based on submitted transaction data:

• Sales by country for the given year

• Sales by data source/integration for the given year 

• Sales by data source/integration for the given month. The month can be changed in the upper right corner of the chart.