1. VIES VAT number validation
VIES VAT number validation is a good option for those who do business with counterparties from the European Union. To enable the validation, select the Use VIES VAT number validation checkbox in Settings > Company. Then you can validate a counterparty’s VAT number against VAT Information Exchange System (VIES). This checks whether a counterparty is VAT taxable and ensures correct VAT processing. VAT number validation is available from:
- Counterparty card
- Sales invoice
- Supplier invoice
2. VAT entries based on Landed costs
The Landed costs document has been enhanced to support VAT processing. When you post the document, the VAT entries are generated automatically. For your convenience, we have also added capability to generate a tax invoice based on the Landed costs document.
3. Automatic discounts for counterparties in the target segment
Automatic discounts setup for multiple customers has become easier. No need to manually add customers to discount rules. Just create a counterparty segment and specify conditions that define a counterparty. The counterparties matching the conditions will be added to the segment automatically. Then you can set an automatic discount that applies to a segment.
To create counterparty segments, go to CRM > Counterparty segments.
4. Packing slip
Now you can track goods packages shipped to customers. With a Packing slip, you can document which goods are packed in which container. Container weight is automatically calculated for you. You can easily generate a print form of a packing slip.
For your convenience, we have also added the following:
- The Packing slips report for you to check container content on-the-fly.
- The capability to generate a goods issue or sales invoice based on a packing slip.
Manage packing slips in Warehouse > Warehouse > Packing slips.
5. VAT rounding rule
By default, in a business document, VAT amounts are calculated for each product list line and then summed up. In this case, the total VAT amount may not match the VAT amount calculated on the document subtotal. Now you can avoid this discrepancy using the VAT rounding rule in the Accounting policy. Set the rule to Per invoice total. Then the VAT amount calculated by lines will be adjusted to the VAT amount calculated on the document subtotal.
6. Discounts from suppliers
Suppliers may offer you discounts. Now you can apply them to your purchase documents including RFQ responses, purchase orders, goods receipts, and supplier invoices. To use this feature, select the Use discounts in purchases check box in Settings > Purchases/Warehouse. Then specify discounts in the document header or product list lines.
7. Product cross-references in purchase documents
We have enhanced purchase documents to support product cross-references for you. You can easily find an item by product cross-reference and add it to a purchase order, goods receipt, or supplier invoice. You can do so if you select a supplier that is specified in the Product cross references catalog.
8. Baseline date for payment
The Baseline date option is now available in a counterparty’s payment terms. So you can choose the starting point for calculating due dates of payments and early payment discounts in business documents. You have the following options:
- Posting date
- Document date
9. Bank reconciliation
We have added the Bank reconciliation document for you. Now you can reconcile the difference between the balance in bank statements from your banks and the cash amounts in the 1C:Drive accounting records. This helps you ensure your cash asset records are accurate and up-to-date.
10. Pricing mechanism enhancement
The enhanced pricing mechanism offers you the following options:
- Set dynamic price types based on custom formulas.
- Set product prices using the new Pricing
- Generate custom price lists with the look and feel that meet your needs.
For example, include product images.
To work with these features, go to the Sales menu.
11. Audit trail
The Use consistent audit trail option is now available in Settings > Company. Select this option to forbid document reposting for all users except a user with the Documents reposting role. This will help you keep accounting entries accurate.