Digital VAT Settings Custom Metadata Type

Zumzum Financials Knowledge Base

    Overview:

    In Zumzum Financials, administrators have the capability to configure the behaviour of various features like Digital VAT Settings using Custom Metadata Types within the Salesforce setup. This powerful functionality allows for precise customisation of settings to align with specific organisational needs and workflows. Key functionalities include the ability to define and adjust VAT rates for different products or services, set thresholds for VAT registration and reporting, and configure invoice requirements to comply with legal standards. Integration capabilities allow seamless synchronization with other Salesforce modules or external systems, enhancing data accuracy and operational efficiency in VAT management. Administrators can deploy and manage these settings across Salesforce instances using change sets, ensuring consistency and adherence to organisational standards. By leveraging the Digital VAT Settings Custom Metadata Type, organisations streamline VAT compliance processes, improve financial governance, and maintain robust regulatory adherence within Zumzum Financials.

    Once configured in your sandbox, they can be efficiently deployed across different Salesforce instances using change sets. This deployment process ensures consistency in feature implementation and adherence to organisational standards. By leveraging these customisation capabilities, administrators can streamline payment processing, improve data integrity, and adapt financial operations to meet evolving business needs within Zumzum Financials.

    This information is only for information as this setting is used within Zumzum Financials for the VAT Gateway.

    Digital VAT Settings

    Define the behaviour of your VAT Gateway.

    Field Description Default Value
    API Endpoint URL URL that is used to access the HMRC gateway. Blank
    Authorisation Endpoint URL An authorisation URL where the resource owner grants authorisation to the OAuth client to access the protected resource. Blank
    Client Id A unique identifier for a browser–device pair that helps the Digital VAT link user actions on a site. Encrypted – no Admin Editable
    Client Secret A client secret is a secret known only to the OAuth application and the authorisation server. It is generated by the Zumzum Financials HMRC app during the process of application registration. Encrypted – no Admin Editable
    Token Endpoint URL A token endpoint is an HTTP endpoint that HMRC clients can use to obtain an access token given an authorisation code. Encrypted – no Admin Editable

    Find more about Custom Metadata Types in Salesforce and learn how to configure Custom Metadata Settings in Zumzum Financials here to optimise your account management processes. Explore enabling/disabling features, configuring field visibility, setting up validation rules, and integrating seamlessly with external systems for enhanced efficiency and productivity.

     

    in Custom Metadata Settings