Importing into VAT Filer

Article ID

kas-0010

Article Name

Importing into VAT Filer

Created Date

5th January 2021

Product

IRIS Keytime, IRIS Keytime VAT Filer

Problem

Importing into VAT Filer

Resolution

Importing into VAT Filer

The VAT Filer software has three methods of import that are available to all users, please find steps below on how to use each method.

Method 1 – Import from Clipboard

This is the easiest and probably most common way of importing into the VAT software.  The first thing to be aware of, is that you can only import into VAT Filer if the formatting of the figures is correct on your csv document. They need to be 9 entries, just containing the figures for importing, see example below:

All three methods of import require this format; however, the next steps only refer to importing from clipboard.

First of all, open your csv document, highlight the nine figures (as below) and right click, choosing COPY.

Then, when you are in VAT Filer, choose the Obligations on the left hand side that you are looking to import into, and press the import option in the top right hand corner. Followed by the option for clipboard.

Providing all the steps above have been correctly followed, you should now see your figures appear in the boxes.

Method 2 – Import from Spreadsheet

With the spreadsheet import, again it is important that the format of the figures for importing is the same as importing from clipboard.

However, for this method the csv document needs to be closed.

Open VAT Filer and choose the obligations you are looking to import into. Press the import button and choose spreadsheet. This will open the Spreadsheet Import mapping screen.

Press the magnifying glass under IMPORT FILE and browse to your VAT spreadsheet.

Here you choose the field on the right-hand side to map to the box number. Right click on the amount and choose the box to link to.

Do this for each of the boxes and when complete press IMPORT. You will then see the boxes have been completed

Method 3 – Importing from CSV

The CSV import, as with the spreadsheet and clipboard options requires the figures to be in the same 9 box format.

As with the Spreadsheet import, the csv file needs to be closed before attempting import.

Open VAT Filer and choose the obligations you are looking to import into. Press the import button and choose CSV. This will open the CSV Import mapping screen.

Press the magnifying glass under IMPORT FILE and browse to your VAT spreadsheet.

With the CSV import, you choose the field on the right hand side and the Box to import into.

Do this for each file Box and then choose Import down at the bottom. You will then see the boxes have been completed.