How to set up tax fields

This article explains everything there is to know about Tax fields across the AskCody Management Portal and the AskCody Add-ins.

This article includes: 

What is Tax Fields
The types of Tax fields
Use of Tax fields
Create and set up Tax field

 

What is Tax Fields

Tax fields are information fields about tax laws and policies that your organization might have, that the users fill out when a catering delivery is created in either the Meeting+ Add-in or the Meeting+ Management Tool. The tax fields are completely customizable and can be created for both users of the Add-in and the users of the Meeting+ Management Tool (canteen or kitchen personal).

 

The types of Tax fields

The Checkbox 

This kind of tax field is a single checkbox. It is mostly used for yes/no questions or rules.

Checkbox.PNG  

 

The number field 

This kind of tax field is a single-line input field that only accepts numbers. This is mostly for information like the number of internal/external attendees, an order number, etc.

 

number.PNG

 

The text field 

This kind of tax field is a single-line input field that accepts all characters. This tax field can be set up to provide any kind of short tax information.

Text.PNG

 

The Multi-line text 

This kind of tax field is a multi-line input field that accepts all characters. This tax field is mostly used to provide larger amounts of tax information. This could be the agenda for the meeting or the subject. 

Multi-line_text.PNG

 

The drop-down field

This kind of tax field is a drop-down list of options that can be defined with a display name shown in the add-in and an underlying value used for settlements. This is similar to how cost centers are handled with a display name and a value. This provides a flexible solution that is easy to configure from the Admin Center. 

Dropdown_taxfield.PNG 

Use of Tax fields

The Tax fields can be created for either the Meeting+ Add-in users or for the Meeting+ Management Tool users (Canteen or Kitchen personal).

Mostly the Tax field created is for the Add-in users to add information about the meeting, but in some cases, it can be necessary to create a Tax field specific for the users of the Meeting+ Management Tool.

Example: The kitchen can create Ad-hoc deliveries directly in the Meeting+ Management Tool, and because they don't create the delivery through Outlook they don't get the information about the meeting room or the host automatically. It is then sometimes needed to create a Tax field only available for the kitchen when they create Ad-hoc deliveries. The Tax field only for the kitchen will not be visible in the Add-in.

See picture below for a visual example.

Meeting_-Tax-field-picture-3.png

Tax fields created can visually be represented in the Meeting+ Management Tool for the Canteen and Kitchen personal to see, in emails send from Meeting+, on print-outs from Meeting+, and on Settlements on CSV and API, if the configuration is set. See how to set it up in the next section.

Example of what Tax fields could look like in the Meeting+ Add-in.

Meeting_-Tax-field-picture.PNG

Examples of what Tax fields could look like in the Meeting+ Management Tool.

Meeting_-Tax-field-picture-2.png

 

Create and set up Tax field

*The role required for setting up Tax fields: Owner or Meeting+ Administrator

Step 1: Create your custom tax fields

Go to Admin Center → Click Meeting+ and select Tax Fields → Click New and select the kind of tax field you want to create  Fill in the information according to the instructions and click Add.

*Click the "Ad-hoc only" check-box to only make it available in the Meeting+ Management Tool for the Kitchen and Canteen personal. 

Tax_fields___AskCody_Manager.png

 

Step 2: Attach the tax fields to a provider

Go to AdminCenter → Click Meeting+ and select Delivery Provider → Select a provider  Add the tax fields at the bottom of the page and click Add 

New_Delivery_Provider___AskCody_Manager.png

 

 

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