Overview:

Following the detailed instructions provided in this help article, users can seamlessly generate and view their reports, regardless of whether they are using Salesforce Classic or Salesforce Lightning.

One method is compatible with both Salesforce Classic and Salesforce Lightning, and another method is exclusively available for Salesforce Lightning. The article provides detailed, step-by-step instructions for generating and viewing VAT Audit Reports to help users maintain accurate and comprehensive financial records.

If you wish to see how the VAT Return Box values are calculated please check the help article here.

Salesforce Classic and Lightning Interface

Run the VAT Audit Report from the Financials Reports Tab. 

1. Click the + to see All Tabs and find the Zumzum Financials Financial Reports tab. 
2. Select the “VAT Audit Report” icon
3. Lookup the VAT Return you wish to run the report against 
4. Select “Generate Report” to view report results
5. If you wish to print the results, please use the print facility in your browser

Salesforce Lightning Interface

For users utilising Salesforce Lightning, the VAT Report can be accessed directly from the VAT Return record page. This method streamlines the process, providing immediate access to the audit report without navigating through multiple tabs.

View the VAT Audit Report on the VAT Return record. 

Note:  Please ensure your administrator has added the VAT Audit Report component to the VAT Return Lightning Record Page. 

1. Navigate to the VAT Return
2. Find the sub-tab or component with the VAT Audit Report
3. View the results, as the report automatically loads and runs.

By following these instructions, users can efficiently run and review their VAT Audit Reports in Salesforce, ensuring they have accurate and detailed financial records.

If you encounter any difficulties or have additional questions, don’t hesitate to reach out.

To learn more about the Salesforce Lightning User Interface here.