Country Settings tab - Project Settings window

The Country Settings tab is used to manage country-specific settings that are used within the Invoice Header Locator, the Invoice Group Locator or within an invoice validation method.

Countries

This group lists the countries added to the project by their name. By default, the following countries are available in a project:

  • Germany

  • United States

  • France

  • Spain

  • United Kingdom

Use the following buttons to manage your countries:

Add

Click Add to insert a new country. The Country Selection window is displayed.

Delete

Click Delete to remove the currently selected country from the country list.

Settings for <Country Name>

The values for this group change depending on the country that is selected in the Countries pane. The following options are available:

Tax rate settings

Select the tax rate from one of the following options:

  • VAT (e.g. Europe)

    For European documents that use tax rates, the Amount Group Locator can search for amounts using the following equations for tax rates.

    NetAmount * TaxRate = TaxAmount

    NetAmount + TaxAmount = Total

  • Sales and Use Taxes (e.g. US)

    Sales and Use Taxes tax model is used in the USA. Several optional sales or use taxes can be applied to the net amount. Typically, all sales taxes are applied to the same net amount. The actual tax rate depends on the city, county, and state (or some other regional boundary). Frequently, the tax rates are not printed on the invoice, and therefore are considered as unknown. The following equation is used for validating an invoice with sales or use taxes.

    SubTotal +Postage + Packaging - Discount + TaxAmount1 +…+ TaxAmount4 = Total

    Note An international invoice typically does not contain taxes. They can be processed in projects with either of the tax models. No special settings are required to specify the validation of an international invoice.
Maximum allowed rounding error

Specify how close the calculated values need to match those found on the document.

This value is set to 0.02 by default.

Definitions for the buttons at the bottom of this window can be found in Common Project Builder Buttons.