Areas to check
Financial Export – Analysis Codes
- Check Your Analysis Codes Have Correctly Updated Within The Financial Export Tool
- What If The Analysis Code Tax Rule Has Not Changed In The Financial Export Tool
Check Your Analysis Codes Have Correctly Updated Within The Financial Export Application
You can perform a quick check to ensure the changes made at Rezlynx, where the VAT rule has been updated, in the financial export application.
Note that the tax rule MUST be changed in Rezlynx first before you check the financial export.
Open the financial export, click configure.
Navigate to the analysis codes setup, in here you will see that the analysis code has been changed from 21% to 23%, depending on which codes were changed in Rezlynx.
What If The Analysis Code Tax Rule Has Not Changed In The Financial Export Tool
If when looking in the financial export, you find the analysis code tax rule has been changed in Rezlynx, but still shows the incorrect tax rule in the financial export you can do the following:
- Restart the financial export – if the financial export is left open whilst the changes were made in Rezlynx, it will not poll the changes until the financial export has been restarted.
- Run sync all sites within the financial export tool – Older version of the financial export will not automatically poll analysis code changes. If you find a restart of the financial export has not resolved the issue, you can use sync all sites which should update the analysis codes: