Discussion

Difference between revisions of "ATC Code"

 
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<div style="text-align: center;"><div style="text-align: center;">
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[[Maintenance]] | [[Account Codes]] | [[Chart of Account]]
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</div></div>
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 +
==ATC Codes==
 
Alphanumber Tax Codes or ATC Codes or ATCs are codes used to identify the type of tax that has to be paid.
 
Alphanumber Tax Codes or ATC Codes or ATCs are codes used to identify the type of tax that has to be paid.
  
−
<br />
+
=====ATC Code Record List=====
 +
[[File:Maintenance - ATC Codes - Record List.png|border|center|1500x1500px]]
  
−
======ATC code list======
 
−
[[File:ATC Code List Screen.png|alt=ATC list screen|center|thumb|ATC list screen]]
 
  
 
Notes:
 
Notes:
  
−
* Deactivating ATC Codes restricts the user to use the ATC code in Receipt Voucher.<br />
+
*Deactivating ATC Codes restricts the user to use the ATC code in [[Receipt Voucher]].
 +
*Deactivating ATC Codes restricts the user to apply Withholding tax in [[Payment Voucher]]
  
 
======Adding ATC codes======
 
======Adding ATC codes======
−
[[File:Adding ATC Code.png|alt=Add ATC code screen|center|thumb|863x863px|Adding ATC code screen]]
+
 
−
{| class="wikitable"
+
#Click ATC Codes under Maintenance Module
−
!Field
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#Under ATC Codes Menu Screen, Click Add ATC Codes
−
!Description
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#Fill out the necessary fields then click Save.
−
!Expected Values
+
 
 +
[[File:Maintenance - ATC Codes - Add.png|border|center|1500x1500px]]
 +
<br />
 +
{| class="wikitable" style="margin: auto;"
 +
!'''Field'''
 +
!'''Description'''
 +
!'''Allowed Inputs'''
 +
!'''Restricted Inputs'''
 +
!'''Character Limit'''
 +
!'''Required Field?'''
 
|-
 
|-
 
|1.ATC Code
 
|1.ATC Code
−
|•Reference Code For ATC
+
|•Reference Code for ATC
−
|•Alphanumeric
+
|*Alphanumeric
 +
<nowiki>*</nowiki>Dash "-"
 +
 
 +
<nowiki>*</nowiki>Underscore "_"
 +
| style="vertical-align:middle;text-align:center;" |Other Special Characters
 +
| style="vertical-align:middle;text-align:center;" |10
 +
| style="vertical-align:middle;text-align:center;" |Yes
 
|-
 
|-
 
|2.Tax Code
 
|2.Tax Code
 
|•Tax Code Reference for the ATC Code
 
|•Tax Code Reference for the ATC Code
−
|•Alphanumeric
+
|*Alphanumeric
 +
<nowiki>*</nowiki>Dash "-"
 +
 
 +
<nowiki>*</nowiki>Underscore "_"
 +
| style="vertical-align:middle;text-align:center;" |Other Special Characters
 +
| style="vertical-align:middle;text-align:center;" |10
 +
| style="vertical-align:middle;text-align:center;" |Yes
 
|-
 
|-
 
|3.Description
 
|3.Description
 
|•Description of the ATC Code
 
|•Description of the ATC Code
−
|•Alphanumeric
+
|*Alphanumeric
 +
<nowiki>*</nowiki>Special Characters
 +
| style="vertical-align:middle;text-align:center;" |None
 +
| style="vertical-align:middle;text-align:center;" |50
 +
| style="vertical-align:middle;text-align:center;" |Yes
 
|-
 
|-
 
|4.Tax Rate
 
|4.Tax Rate
 
|•Tax Percentage Rate to be Applied on the ATC Code
 
|•Tax Percentage Rate to be Applied on the ATC Code
−
|•Numeric
+
|*Numeric
 +
| style="vertical-align:middle;text-align:center;" |Any inputs except numbers
 +
| style="vertical-align:middle;text-align:center;" |5
 +
| style="vertical-align:middle;text-align:center;" |Yes
 
|-
 
|-
 
|5.EWT
 
|5.EWT
 
|•Expanded Withholding Tax
 
|•Expanded Withholding Tax
−
|•EWT List provided in the field
+
|*EWT List provided in the field
 +
| style="vertical-align:middle;text-align:center;" |Any inputs not included in the list
 +
| style="vertical-align:middle;text-align:center;" |N/A
 +
| style="vertical-align:middle;text-align:center;" |Yes
 
|-
 
|-
 
|6.CWT
 
|6.CWT
 
|•Credit Withholding Tax
 
|•Credit Withholding Tax
−
|•CWT List provided in the field
+
|*CWT List provided in the field
 +
| style="vertical-align:middle;text-align:center;" |Any inputs not included in the list
 +
| style="vertical-align:middle;text-align:center;" |N/A
 +
| style="vertical-align:middle;text-align:center;" |Yes
 
|}
 
|}
−
'''Editing ATC codes'''
+
 
−
[[File:Editing ATC Code.png|center|thumb|868x868px|Editing ATC Code]]
+
======'''Viewing ATC codes'''======
−
{| class="wikitable"
+
 
−
!Field
+
#Click [[ATC Code|ATC Codes]] under Maintenance Module
−
!Description
+
#Select a ATC Codes that needs to view its details. Click the drop-down arrow then click View.
−
!Expected Values
+
#The user has an option to Edit the ATC Code upon viewing.
 +
 
 +
[[File:Maintenance - ATC Codes - View.png|center|1500x1500px]]
 +
 
 +
======'''Editing ATC codes'''======
 +
1. Click ATC Codes under Maintenance Module
 +
 
 +
2. Select a ATC Codes that needs to update its details. Click the drop-down arrow then click Edit.
 +
 
 +
3. Update the necessary fields then click Save.
 +
[[File:Maintenance - ATC Codes - Edit.png|border|center|1500x1500px]]
 +
<br />
 +
{| class="wikitable" style="margin: auto;" data-ve-attributes="{&quot;style&quot;:&quot;margin: auto;&quot;}"
 +
!'''Field'''
 +
!'''Description'''
 +
!'''Allowed Inputs'''
 +
!'''Restricted Inputs'''
 +
!'''Character Limit'''
 +
!'''Required Field?'''
 
|-
 
|-
 
|1.ATC Code
 
|1.ATC Code
−
|•Reference Code For ATC
+
|•Reference Code for ATC
−
|•Alphanumeric
+
|*Alphanumeric
 +
<nowiki>*</nowiki>Dash "-"
 +
 
 +
<nowiki>*</nowiki>Underscore "_"
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Other Special Characters
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |10
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Yes
 
|-
 
|-
 
|2.Tax Code
 
|2.Tax Code
 
|•Tax Code Reference for the ATC Code
 
|•Tax Code Reference for the ATC Code
−
|•Alphanumeric
+
|*Alphanumeric
 +
<nowiki>*</nowiki>Dash "-"
 +
 
 +
<nowiki>*</nowiki>Underscore "_"
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Other Special Characters
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |10
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Yes
 
|-
 
|-
 
|3.Description
 
|3.Description
 
|•Description of the ATC Code
 
|•Description of the ATC Code
−
|•Alphanumeric
+
|*Alphanumeric
 +
<nowiki>*</nowiki>Special Characters
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |None
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |50
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Yes
 
|-
 
|-
 
|4.Tax Rate
 
|4.Tax Rate
 
|•Tax Percentage Rate to be Applied on the ATC Code
 
|•Tax Percentage Rate to be Applied on the ATC Code
−
|•Numeric
+
|*Numeric
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Any inputs except numbers
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |5
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Yes
 
|-
 
|-
 
|5.EWT
 
|5.EWT
 
|•Expanded Withholding Tax
 
|•Expanded Withholding Tax
−
|•EWT List provided in the field
+
|*EWT List provided in the field
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Any inputs not included in the list
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Yes
 
|-
 
|-
 
|6.CWT
 
|6.CWT
 
|•Credit Withholding Tax
 
|•Credit Withholding Tax
−
|•CWT List provided in the field
+
|*CWT List provided in the field
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Any inputs not included in the list
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Yes
 
|}
 
|}
 +
======Importing and Exporting ATC codes======
 +
1. Under ATC Codes Screen, Click Options
 +
 +
2. Under Options, The user may Export or Import The Record
 +
 +
*When Exporting the records, the user may also use the filter options through tabs for precise searching and exporting of records.
 +
 +
[[File:Maintenance - ATC Codes - Export.png|border|center|1500x1500px]]
 +
<br />
  
−
======ATC code options======
+
*When Importing the records, the user should follow the following steps provided in the Importing ATC Codes Screen such as
−
[[File:ATC Code options.png|alt=ATC code options|center|thumb|ATC code options]]
+
**Downloading the template link provided under Step 1.
 +
**Filling up the information needed for each columns of the template
 +
**Uploading the updated Template
  
−
======Importing ATC codes======
+
[[File:Maintenance - ATC Codes - Import.png|border|center|1500x1500px]]
−
[[File:ATC Code Import screen.png|alt=ATC code import screen|center|thumb|ATC code import screen]]
+
<br />
 +
{| class="wikitable" style="margin: auto;" data-ve-attributes="{&quot;style&quot;:&quot;margin: auto;&quot;}"
 +
!'''Field'''
 +
!'''Description'''
 +
!'''Allowed Inputs'''
 +
!'''Restricted Inputs'''
 +
!'''Character Limit'''
 +
!'''Required Field?'''
 +
|-
 +
|1.ATC Code
 +
|•Reference Code for ATC
 +
|*Alphanumeric
 +
<nowiki>*</nowiki>Dash "-"
 +
 
 +
<nowiki>*</nowiki>Underscore "_"
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Other Special Characters
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |10
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Yes
 +
|-
 +
|2.Tax Code
 +
|•Tax Code Reference for the ATC Code
 +
|*Alphanumeric
 +
<nowiki>*</nowiki>Dash "-"
 +
 
 +
<nowiki>*</nowiki>Underscore "_"
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Other Special Characters
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |10
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Yes
 +
|-
 +
|3.Description
 +
|•Description of the ATC Code
 +
|*Alphanumeric
 +
<nowiki>*</nowiki>Special Characters
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |None
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |50
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Yes
 +
|-
 +
|4.Tax Rate
 +
|•Tax Percentage Rate to be Applied on the ATC Code
 +
|*Numeric
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Any inputs except numbers
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |5
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Yes
 +
|-
 +
|5.EWT
 +
|•Expanded Withholding Tax
 +
|*EWT List provided in the field
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Any inputs not included in the list
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Yes
 +
|-
 +
|6.CWT
 +
|•Credit Withholding Tax
 +
|*CWT List provided in the field
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Any inputs not included in the list
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Yes
 +
|}<br />
 +
 
 +
=====<span class="mw-headline" id="Activating_Item_Class_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Activating_Item_Type_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Activating_Chart_of_Account_Record" style="box-sizing: inherit;">Activating ATC Code Record</span></span></span>=====
 +
ATC Code can be Activated in two ways:
 +
 
 +
*Using drop-down arrow of a record can be used in single record Activation
 +
 
 +
[[File:Maintenance - ATC Codes - Activate1.png|border|center|1500x1500px]]
 +
<br />
 +
 
 +
*Using Activate Button for activating multiple record
 +
 
 +
[[File:Maintenance - ATC Codes - Activate2.png|border|center|1500x1500px]]
 +
<br />
 +
 
 +
=====<span class="mw-headline" id="Deactivating_Item_Class_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deactivating_Item_Type_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deactivating_Chart_of_Account_Record" style="box-sizing: inherit;">Deactivating ATC Code Record</span></span></span>=====
 +
ATC Code can be deactivated in two ways:
 +
 
 +
*Using drop-down arrow of a record can be used in single record deactivation
 +
 
 +
[[File:Maintenance - ATC Codes - Deactivate1.png|border|center|1500x1500px]]
 +
<br />
 +
 
 +
*Using Deactivate Button for deactivating multiple record
 +
 
 +
[[File:Maintenance - ATC Codes - Deactivate2.png|border|center|1500x1500px]]
 
<br />
 
<br />
−
======ATC record options======
 
−
[[File:ATC record options.png|alt=ATC record options|center|thumb|ATC record options]]
 
  
 +
=====<span class="mw-headline" id="Deleting_Item_Class_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deleting_Item_Type_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deleting_Chart_of_Account_Record" style="box-sizing: inherit;">Deleting ATC Code Record</span></span></span>=====
 +
ATC Code can be deleted in two ways:
  
 +
*Using drop-down arrow of a record can be used in single record deletion
  
 +
[[File:Maintenance - ATC Codes - Delete1.png|border|center|1500x1500px]]
 
<br />
 
<br />
 +
 +
*Using Delete Button for deleting multiple record
 +
 +
[[File:Maintenance - ATC Codes - Delete2.png|border|center|1500x1500px]]
 +
<br />
 +
======ATC record options======
 +
{| class="wikitable" style="box-sizing: inherit; border-collapse: collapse; border-spacing: 0px; background-color: rgb(248, 249, 250); font-size: 14px; color: rgb(34, 34, 34); margin: auto; border: 1px solid rgb(162, 169, 177); font-family: &quot;Open Sans&quot;, Roboto, arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit; border-collapse: collapse; border-spacing: 0px; background-color: rgb(248, 249, 250); font-size: 14px; color: rgb(34, 34, 34); margin: auto; border: 1px solid rgb(162, 169, 177); font-family: \&quot;Open Sans\&quot;, Roboto, arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;&quot;}" <div style="text-align: center;"><div style="text-align: center;">
 +
|+ style="box-sizing: inherit; padding-top: 8px; padding-bottom: 8px; color: rgb(119, 119, 119); text-align: left; font-weight: bold;" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit; padding-top: 8px; padding-bottom: 8px; color: rgb(119, 119, 119); text-align: left; font-weight: bold;&quot;}" |Actions Available base from ATC Code Record Status
 +
! style="background-color:rgb(234, 236, 240);text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;background-color:rgb(234, 236, 240);text-align:center;&quot;}" |Status
 +
! style="background-color:rgb(234, 236, 240);text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;background-color:rgb(234, 236, 240);text-align:center;&quot;}" |View
 +
! style="background-color:rgb(234, 236, 240);text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;background-color:rgb(234, 236, 240);text-align:center;&quot;}" |Edit
 +
! style="background-color:rgb(234, 236, 240);text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;background-color:rgb(234, 236, 240);text-align:center;&quot;}" |Deactivate
 +
! style="background-color:rgb(234, 236, 240);text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;background-color:rgb(234, 236, 240);text-align:center;&quot;}" |Activate
 +
! style="background-color:rgb(234, 236, 240);text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;background-color:rgb(234, 236, 240);text-align:center;&quot;}" |Delete
 +
|- style="box-sizing: inherit;" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}"
 +
| style="" data-ve-attributes="{&quot;style&quot;:&quot;&quot;}" |'''ACTIVE'''
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |☑
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |☑
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |☑
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |☑
 +
|- style="box-sizing: inherit;" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}"
 +
| style="" data-ve-attributes="{&quot;style&quot;:&quot;&quot;}" |'''INACTIVE'''
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |☑
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |☑
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |☑
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |☑
 +
|}
 +
 +
*The user may Edit the ATC Code while under view mode.
 +
*Inactive [[Chart of Account|Chart of Accounts]] Record cannot be used in ATC Code
 +
*Used ATC Code cannot be deleted.
 +
*Activating/Deactivating and Deleting of Records can be done in two ways.
 +
**For single records, the user may use the drop down arrow then the action that need to perform.
 +
**For multiple records, the user may tick the records then click the action button that need to perform
 +
***Click the Yes in the confirmation to proceed on the action taken.
 +
 +
{| class="wikitable" style="margin: auto;" <div style="text-align: center;">
 +
|+Categories:
 +
! colspan="2" |'''Modules'''
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|-
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|Maintenance
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|[[Maintenance]]<nowiki> | </nowiki>[[Chart of Account]]<nowiki> | </nowiki>[[ATC Code]]<nowiki> | </nowiki>[[Tax]]
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|-
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|Financials
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|[[Payment Voucher]]<nowiki> | </nowiki>[[Receipt Voucher]]
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|}<br />
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[[Category:Maintenance]]

Latest revision as of 11:01, 12 April 2022

ATC Codes

Alphanumber Tax Codes or ATC Codes or ATCs are codes used to identify the type of tax that has to be paid.

ATC Code Record List
Maintenance - ATC Codes - Record List.png


Notes:

  • Deactivating ATC Codes restricts the user to use the ATC code in Receipt Voucher.
  • Deactivating ATC Codes restricts the user to apply Withholding tax in Payment Voucher
Adding ATC codes
  1. Click ATC Codes under Maintenance Module
  2. Under ATC Codes Menu Screen, Click Add ATC Codes
  3. Fill out the necessary fields then click Save.
Maintenance - ATC Codes - Add.png


Field Description Allowed Inputs Restricted Inputs Character Limit Required Field?
1.ATC Code •Reference Code for ATC *Alphanumeric

*Dash "-"

*Underscore "_"

Other Special Characters 10 Yes
2.Tax Code •Tax Code Reference for the ATC Code *Alphanumeric

*Dash "-"

*Underscore "_"

Other Special Characters 10 Yes
3.Description •Description of the ATC Code *Alphanumeric

*Special Characters

None 50 Yes
4.Tax Rate •Tax Percentage Rate to be Applied on the ATC Code *Numeric Any inputs except numbers 5 Yes
5.EWT •Expanded Withholding Tax *EWT List provided in the field Any inputs not included in the list N/A Yes
6.CWT •Credit Withholding Tax *CWT List provided in the field Any inputs not included in the list N/A Yes
Viewing ATC codes
  1. Click ATC Codes under Maintenance Module
  2. Select a ATC Codes that needs to view its details. Click the drop-down arrow then click View.
  3. The user has an option to Edit the ATC Code upon viewing.
Maintenance - ATC Codes - View.png
Editing ATC codes

1. Click ATC Codes under Maintenance Module

2. Select a ATC Codes that needs to update its details. Click the drop-down arrow then click Edit.

3. Update the necessary fields then click Save.

Maintenance - ATC Codes - Edit.png


Field Description Allowed Inputs Restricted Inputs Character Limit Required Field?
1.ATC Code •Reference Code for ATC *Alphanumeric

*Dash "-"

*Underscore "_"

Other Special Characters 10 Yes
2.Tax Code •Tax Code Reference for the ATC Code *Alphanumeric

*Dash "-"

*Underscore "_"

Other Special Characters 10 Yes
3.Description •Description of the ATC Code *Alphanumeric

*Special Characters

None 50 Yes
4.Tax Rate •Tax Percentage Rate to be Applied on the ATC Code *Numeric Any inputs except numbers 5 Yes
5.EWT •Expanded Withholding Tax *EWT List provided in the field Any inputs not included in the list N/A Yes
6.CWT •Credit Withholding Tax *CWT List provided in the field Any inputs not included in the list N/A Yes
Importing and Exporting ATC codes

1. Under ATC Codes Screen, Click Options

2. Under Options, The user may Export or Import The Record

  • When Exporting the records, the user may also use the filter options through tabs for precise searching and exporting of records.
Maintenance - ATC Codes - Export.png


  • When Importing the records, the user should follow the following steps provided in the Importing ATC Codes Screen such as
    • Downloading the template link provided under Step 1.
    • Filling up the information needed for each columns of the template
    • Uploading the updated Template
Maintenance - ATC Codes - Import.png


Field Description Allowed Inputs Restricted Inputs Character Limit Required Field?
1.ATC Code •Reference Code for ATC *Alphanumeric

*Dash "-"

*Underscore "_"

Other Special Characters 10 Yes
2.Tax Code •Tax Code Reference for the ATC Code *Alphanumeric

*Dash "-"

*Underscore "_"

Other Special Characters 10 Yes
3.Description •Description of the ATC Code *Alphanumeric

*Special Characters

None 50 Yes
4.Tax Rate •Tax Percentage Rate to be Applied on the ATC Code *Numeric Any inputs except numbers 5 Yes
5.EWT •Expanded Withholding Tax *EWT List provided in the field Any inputs not included in the list N/A Yes
6.CWT •Credit Withholding Tax *CWT List provided in the field Any inputs not included in the list N/A Yes


Activating ATC Code Record

ATC Code can be Activated in two ways:

  • Using drop-down arrow of a record can be used in single record Activation
Maintenance - ATC Codes - Activate1.png


  • Using Activate Button for activating multiple record
Maintenance - ATC Codes - Activate2.png


Deactivating ATC Code Record

ATC Code can be deactivated in two ways:

  • Using drop-down arrow of a record can be used in single record deactivation
Maintenance - ATC Codes - Deactivate1.png


  • Using Deactivate Button for deactivating multiple record
Maintenance - ATC Codes - Deactivate2.png


Deleting ATC Code Record

ATC Code can be deleted in two ways:

  • Using drop-down arrow of a record can be used in single record deletion
Maintenance - ATC Codes - Delete1.png


  • Using Delete Button for deleting multiple record
Maintenance - ATC Codes - Delete2.png


ATC record options
Actions Available base from ATC Code Record Status
Status View Edit Deactivate Activate Delete
ACTIVE ☑ ☑ ☑ ☑
INACTIVE ☑ ☑ ☑ ☑
  • The user may Edit the ATC Code while under view mode.
  • Inactive Chart of Accounts Record cannot be used in ATC Code
  • Used ATC Code cannot be deleted.
  • Activating/Deactivating and Deleting of Records can be done in two ways.
    • For single records, the user may use the drop down arrow then the action that need to perform.
    • For multiple records, the user may tick the records then click the action button that need to perform
      • Click the Yes in the confirmation to proceed on the action taken.
Categories:
Modules
Maintenance Maintenance | Chart of Account | ATC Code | Tax
Financials Payment Voucher | Receipt Voucher


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