Additional Calculations

Overview

You can configure individual surcharges and discounts for Debtors (Customers) and Vendors (Authors) in Finance > Tax Rates and Calculations > Additional Calculations. These surcharges and discounts can be defined either as a percentage or as a fixed amount in the selected currency. You can specify whether and how these adjustments shall impact the final invoice amount.

Common examples of additional calculations include solidarity tax and KSV (Artist's social security contribution).

Additional Calculations setup window

Types of additional calculations

You can set up and apply the following additional calculation types:

• Global Surcharges/Discounts:
  • Apply to all debtors and vendors.
  • Can be set as a percentage or amount.
  • Change the final invoice amount.
• Individual Surcharges/Discounts:
  • Apply individually to specific debtors or vendors.
  • Can be set as a percentage or amount
  • Change the final invoice amount.
• Individual Surcharges/ Discounts without Addition/Deduction:
  • Apply individually to specific debtors or vendors.
  • Can be set as a percentage or amount.
  • Do not change the final invoice amount.

Explanation of elements

The following fields and symbols are available for creating surcharges and discounts:

Description	Defines the name of the surcharge or discount.
	Opens the line for surcharges or discounts; inserts another line.
	Removes the line and the surcharge or discount it contains.
Cascade	Enables “nesting” of surcharges and discounts.
	Opens a sublevel for another value belonging to the surcharge or discount.
Calculation
	Specifies whether the calculation is performed as a percentage or as an amount.
Percent	Definiert den Prozentsatz, vorausgesetzt, dass Prozent als Berechnungstyp ausgewählt wurde.
Amount	Defines the amount, provided that Amount is selected as the calculation type.
Calculation Base
	Specifies whether the calculation basis for the surcharge or discount is the net or gross value.
Print
	Specifies whether the surcharge or discount is shown on the respective document.

Apply additional calculations

Apply additional calculations as follows:

1. Navigate to Finance > Tax Rates and Calculations > Additional Calculations.
   • If the additional calculations refer to revenues (Invoices), select the Customers, Partners (Debtors) tab.
   • If the Additional Calculations refer to expenses (Sales Reports), select the Authors, Partners, Author Pools, Syndicates (Vendors) tab.
2. Specify Language and Currency (Optional for multilingual / multi‑currency accounting):
   • If your accounting is multilingual (configured in Administration > Language Settings > Languages), select each language from the Language dropdown and configure the additional calculation for it. Click Save to confirm each selection.
   • If your accounting is managed in multiple currencies (configured in Administration > Regional Settings > Currencies), select each currency from the Currency dropdown.
3. In the corresponding Surcharges/Discounts for Debtors/Vendors panel, click the plus icon to open an input line for your entries. Configure the following:
   • Description: enter a name for the surcharge/discount.
     • Use the [+] icon to add/open a row for the surcharges or discounts.
     • Use the Cascade arrow icon to open a sublevel for another value associated with the surcharge or discount. See Cascade calculation example below.
   • Calculation: select the calculation type: Percent or Amount. Enter the respective amount in the Percent / Amount field.
   • Calculation Base: specify whether Net or Gross amounts should serve as the calculation basis and select the general ledger account for automatic posting. If needed, you can remove the account assignment with the Remove button.
   • Print: select the option to display the surcharge or discount on the invoice. The system will process the invoice even if the option is not selected.
4. Click Save.

Example of cascade calculation

In this scenario, a 5% Spanish withholding tax is first applied to the net amount.

Based on the resulting value, an additional 5.5% solidarity surcharge is then deducted:

Additional Calculations setup window > Vendors tab: Cascade calculation

Use additional calculations in Master Data

Once you have defined surcharges and discounts in the Finance module, they become available within the master data for Sales (customers) and Purchasing (authors).

The system automatically applies the defined values whenever a billing process is triggered for the respective master data record.

1. Navigate to Sales > Customers /Partners or Purchasing > Authors/ Partners.
2. Double-click a record to open it.
3. To view Additional Calculations:
   • For Sales records, open the Prices tab; for Purchasing records, open the Contract tab.
   • Select the Additional Calculations subtab.
4. Click the plus icon to open the available surcharges and discounts.
5. Select an option from the Description dropdown menu.
6. Click Save

Purchasing Author record: Contract tab > Additional Calculation submenu: Selection of surcharges and discounts