Editing a Receipt and Recording VAT Correctly
Overview
Every receipt (Beleg) can be edited afterwards – for example to correct amounts, change the cost type or add the invoice number. Since version 10.4, the receipt dialog calculates using the stored VAT rate: net and gross amounts are automatically converted into each other so that both values are always consistent.
Editing a receipt
- Open the receipts overview (
/applications/belege/overview). - In the Aktionen (Actions) column, click the pencil icon ("Bearbeiten" / Edit) – visible only with
belege.edit. - Adjust the fields: Belegdatum (Receipt date), Fahrzeug (Vehicle), Kostenart (Cost type), Kostenstelle (Cost centre), Netto (Net), MwSt (VAT), Brutto (Gross), Rechnung (Invoice).
- Speichern (Save) – the overview is refreshed and confirms with "Beleg gespeichert" (Receipt saved).
How the VAT calculation works
The selectable VAT rates come from your master data. In the dialog the following applies:
| You change … | FMWeb calculates … |
|---|---|
| Netto (Net) | Gross = Net × (1 + rate/100) |
| Brutto (Gross) | Net = Gross ÷ (1 + rate/100) |
| MwSt-Satz (VAT rate) | Gross is recalculated from the Net |
All results are rounded to two decimal places. If no rate is selected or it is 0%, FMWeb sets Net and Gross equal.
Practical tip: first enter the VAT rate and then type in the amount from the invoice (whether net or gross) – the other value is filled in automatically.
Documents on the receipt
For existing receipts, the dialog additionally shows the Dokumente (Documents) area (document management licence): here you upload invoice scans and find already stored files again. For a new, not yet saved receipt, a note appears instead – save first, then reopen the receipt.
Frequently asked questions
Why does the gross amount change when I switch the VAT rate? This is intentional: FMWeb treats the net amount as the leading value and recalculates the gross. After changing the rate, briefly check both amounts and, if needed, correct the gross value – the net then adjusts again.
Does the calculation also apply to overhead-cost receipts? Yes, the edit dialog of the overhead costs (article 60) calculates identically.
Can I edit imported receipts? Yes. Receipts from the fuel card import or KostImport can be edited just like manually recorded ones. Note that a re-import is unaware of your changes – so it is better to correct systematic errors at the source (article 10).
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