Using document types and posting rules, we can significantly simplify our work and avoid errors caused by inattention. On document types, we can always pre-configure the posting and VAT lines, which will be automatically applied to any newly created document.

In Settings, or via the search button, you can find the "Posting Rules" menu.

The posting rules for individual modules will be displayed. Each module has its own posting rules, so select the one you want to configure — for example, outgoing invoices.

Some posting rules are pre-configured by default. You can click on a given rule to see how it is set up and adjust it as needed. If none of the default rules suit your needs, you can create your own using the New button.

In the Name and Abbreviation fields, enter a clear, descriptive label so you can immediately identify how the rule is posted.

Pay attention to the Valid From and Valid To fields. These fields are intended for cases where, for example, you used a rule until the end of 2021 but no longer want to use it in 2022. In such a case, the rule cannot be deleted because it is already linked to existing documents. Simply fill in the Valid To: field with 2021, and the rule will no longer appear in 2022. However, incorrect settings can inadvertently deactivate a posting rule that is still in use.

The VAT Fulfillment Code field is used for correctly populating the VAT line on documents. Select the appropriate transaction type.

The VAT posting fields are divided by tax rates, just as they appear on documents. To enable the contra account field (in the case of outgoing invoices, this is the Credit field), you must first check which modules the posting rule should appear in. Only then can you set the revenue account for outgoing invoices.

Once the posting rule is configured, click the Save button.

For a posting rule to appear automatically on an invoice or other document, it must be assigned to a document type. Document types can be found in Settings or by entering Document Types in the search bar.

Select the relevant module — in our case, this will be Outgoing Invoice Types.

Again, you can use one of the pre-configured document types or create your own using the New button.

Document posting is then configured on the Posting tab, where you fill in the customer's debit account — in our case, account 311.

In the Posting Rule (Credit) field, select the posting rule you created as described above. This will ensure the automatic posting of the revenue account to the Credit side, the posting of VAT to account 343, and the population of the VAT line on the specific invoice.

All that remains is to pre-configure the VAT control report line so that it is also filled in automatically — and the setup is complete.

Now, when you create a new invoice with this document type and navigate to the Posting tab, you will see that everything is pre-configured: