How to Perform Document Tax Fields Mapping in GemCloud?

How to Perform Document Tax Fields Mapping in GemCloud?

Mapping document tax fields in GemCloud ensures that your tax-related information is accurately reflected in your documents. This guide will walk you through the steps to map and rename tax fields for documents.

Step-by-Step Guide

Step 1: Access Configuration Settings

  1. Log in to GemCloud: Open your web browser and log in to your GemCloud account using your credentials.

  2. Click on the Configuration Button: Locate the Configuration button on the top right corner of the dashboard and click on it.


Step 2: Navigate to Document Tax Fields Mapping

  1. Go to the Customize ERP Section:
    • In the left menu, navigate to the Customize ERP section.
    • Click on Additional Settings.
    • From the dropdown menu, click on Document Tax Fields Mapping.

Step 3: Map and Rename Tax Fields

  1. Access the Document Tax Fields Mapping Overview Page: You will be directed to the Document Tax Fields Mapping overview page, where you can view and manage tax field mappings.

  2. Rename Default Values:

    • Find the default tax field value you wish to rename.
    • Click on the Edit button next to the field.
    • Enter the new name for the tax field in the provided field.
    • Click on Save to apply the changes.

  3. Verify Changes:

    • The system will now display the renamed value in place of the default tax field name.

By following these steps, you can efficiently map and rename document tax fields in GemCloud, ensuring that your tax information is accurately reflected and easily identifiable in your documents.


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