If the user has the right permissions and an ERPconfig API is used, Tax groups can be maintained via ‘Setup’ → ‘Financial setup’ → ‘Tax groups’.
Add and edit
Via the add icon, it is possible to add a Tax groups manually.
In addition, it is possible to edit or adjust the Tax groups. Using the button will save the adjustment.
Via Excel upload
Using the download icon, the Excel template can be downloaded. This can be used to add a whole new set of Tax groups, or to modify existing Tax groups by overwriting the data.
In the Excel, the fields have to be filled in according to the downloaded format. It is not possible to modify the columns, column names (titles), and order, this will cause an error during the upload. This functionality makes it possible to support different Tax groups. At last, via the upload icon, the file can be uploaded.