Home VAT/Sales Tax Reconciliation How do I build the Description / Narration for each VAT record?

How do I build the Description / Narration for each VAT record?

Last updated on May 18, 2026

Short Answer: Use the 'Description / Narration' control to include the columns you want as the record description — selected columns appear as tokens remove any token with its 'x'.

PreRequisites

  1. 'Header row' is set so column names are visible.

  2. Data preview shows the columns you want to use examples: 'V A T Period', 'Invoice No', 'Customer/ Supplier'.

Steps

  1. Locate the 'Description / Narration' area in the 'Required fields' panel.
    You see existing tokens such as 'V A T Period', 'Invoice No', 'Column4', 'Customer/ Supplier'.

  2. Add the columns you want included in the narration selected columns appear as tokens.
    Tokens for chosen columns appear inside 'Description / Narration'.

  3. Remove any unwanted tokens by clicking the 'x' on the token.
    Only desired columns remain in the description.

  4. Preview sample rows to confirm the combined description looks correct.
    Previewed narration shows the chosen column values in the expected order.

Troubleshooting

  1. Description field remains empty in results.
    LikelyCause: No tokens selected in 'Description / Narration'.
    Action: Add at least one column token to 'Description / Narration' and re-check preview.

  2. Narration is too long or redundant.
    LikelyCause: Too many columns selected or overlapping data chosen.
    Action: Remove less important tokens using the 'x' to shorten or simplify the description.