Expense management and status vat Sent for recovery

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Posted on by Krakan

In the module for Expense management there is this functionality for Process tax recovery. There are some steps in this process which I understand but there is one step I am a bit confused of. In the pic below you can see the statuses.

When I have pushed the sent for recover I am puzzled where is the next step found?

Should the system generate a file?
Should there be an approval step after I have pressed the sent for recovery (which I currently don´t see)
Should it be some kind of journal created that is supposed to be posted in
1. General ledger
2. Tax

I have tried to good explanations about this special status but I have thus far not found any.

Looking forward for your kind help here. Links are highly appreciated.

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Bhavin_Malkan 5 on at

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Hi Eva, I don't suppose you got this resolved? I have this same issue for my client and unable to find documentation on what happens next. I have checked the following:

1) Checked General ledger journals to make sure no journals are created (like write off journals) to process the tax recovery

2) Checked Vendor invoice journal to make sure no journals are created to process the tax recovery

3) Checked the GST account where the original expense GST was posted to make sure there was no auto posting there that would eventually be picked up as part of GST reporting.

4) Checked Vendor transactions for additional postings.

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