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E-invoice readiness

An invoice is checked before it is sent: a missing detail appears by name, while numbering and the queue sit in one list.

The problem

Hunting for the reason behind a rejection

Today the accountant copies the invoice into the portal by hand. When it is rejected they go looking for the reason - usually a tax ID left empty or the wrong tax selected.

The part that takes the most time is not the sending but finding that mistake. The module shows it BEFORE sending, in a list, by name: "the company tax ID is empty".

How it works

What it does and what it does not

It does: readiness checks, the queue, number tracking. Ready and not-ready invoices sit in one list, and the error is caught in the system rather than at the portal.

It does not: send to the portal. Three things are needed for that and none can be guessed - the portal's official specification, the company's electronic signature certificate and portal registration. An integration written on guesswork is worse than none: it looks like it works and silently sends the wrong thing.

Screens

What this module adds

In the system this module opens the following items.

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Questions

Most often asked

When will the integration arrive?

As soon as the official specification and the certificate are in place. The preparation layer is already built, so only the sending step is left to add.

See this module with your own data

The demo database is full of real documents - not a mock-up. Send a request and we will walk through your scenario.