Reviewing operations: category, VAT and your corrections

Operations count in your returns at once, including the ones you have not reviewed yet. Reviewing is your confirmation that the category, the amounts and the document are right.

Step by step

1. Open Accounting, tab Operations, and in the status filter choose Not finalized.
2. Open an operation and check the Category field. If it is wrong, choose the right one.
3. Read the VAT line if Norman shows one. It says why the VAT is not deducted and what to do, for example "VAT is not deducted: no invoice is attached. Attach the invoice to deduct it."
4. Check the document and the amounts. If the document is missing, see Expenses, receipts and purchase invoices.
5. Switch on Finalized at the top of the operation. A finalized operation's fields are locked: to change something, switch Finalized off.

You can also review the operations created from documents under Documents → Review documents. If the bank payment is already there, click Merge with a payment, then Mark reviewed.

For a till receipt without your company's NIP, or one over 450 zł, Norman shows a Deduct VAT anyway button. That is your own tax decision: see VAT in Norman step by step.

In an sp. z o.o., a cost invoice with Polish VAT goes into the JPK_V7 only once you review it with Review and record.

How your corrections teach Norman

• When you change a category by hand, Norman remembers it for that counterparty and takes it into account for their next operations.
• If operations with a given description should always get the same category, add a rule under Automations → Rules. A rule comes before what Norman has learned.

Before the JPK_V7 and the PIT advance

Unreviewed operations do not block your returns. The JPK_V7 and PIT advance report pages then show, for example, "3 operations are not reviewed yet" with a Review link that opens them. Review them before you approve the JPK_V7: see Approving the JPK_V7.