We are relatively new Concur users and have introduced some further checking at the "Processor" stage (that is to say, once the claim has been checked and approved by the line manager).
Like most businesses we need to be able to extract the VAT information to offset the values against our VAT liability, but we have seen that even though an an employee enters an expense with a valid tax receipt, the VAT amount isn't showing correctly in the expense line when you review the claim as a processor. Sometimes its zero when it should have a value, other times the value is incorrect because not everything on an invoice attracts VAT, but Concur appears to "guess" at the VAT amount.
Our understanding is that the processor can amend the entry to correct the VAT amount and we have been able to do this.
However, when closing the claim and veiwing the Excel data which is created at the point of closing, the VAT is still zero/incorrect.
We use the Excel data to enter the records into a SQL database in order to generate interal documents/reports and the VAT data needs to be correct.
Is anyone able to advise as to what we might be doing wrong please?
Thanks in advance
