Getting started¶
In this article, you'll learn how to get started with Codadot VAT Margin Scheme.
Requirements¶
To install Codadot VAT Margin Scheme, you'll need to have the following:
- Either a Business Central online Production environment or Sandbox environment
- An active billing profile in your Microsoft account
- Role to make AppSource purchases in your Microsoft tenant
- Permissions to install extensions in Business Central
Licensing¶
You can try out VAT Margin Scheme for free in any sandbox environment. After your trial has ended, or, when you install and enable VAT Margin Scheme in a production environment, you are required to have an active license for user accounts interacting or using VAT Margin Scheme.
After installing the app¶
- First, enable the extension. To do this, use the Search Everywhere function and type in
VAT Margin Scheme Setup - Codadot. - Toggle the switch next to
Enable Module. - Either start the Assisted Setup, or, follow the advanced setup guide
- Assign permissions to users
Assigning permissions¶
VAT Margin Scheme has two built-in permission sets.
| Code | What's included |
|---|---|
COTVMS ALL |
Allows you to configure VAT Margin Scheme and allows you to post invoices with margin VAT |
COTVMS BASIC |
Only allows you to invoices containing margin VAT items |
Assign a permission set either directly to a user, or, extend an existing permission set you've already created by including it.
Further steps¶
- Read up about the design details of VAT Margin Scheme