Intro
This section provides a guide on the e-Invoice basic setup after upgrading to the new version, ensuring smooth operation and optimal performance of the system.
The configuration included in Company Profile, Company Letter Head, Currency Maintenance, Payment Method Maintenance.
By completing the above basic setup, you will be able to fully utilize the features of the new version and ensure the accuracy and efficiency of electronic invoicing and financial processing.
Solution
Ensure e-Invoice require fields are fully updated in Company Profile
File > Company Profile. As e-Invoice module is activated, there are additional
e-Invoice Required Fields to be updated example
- Zip Code
- City
- State
- Country
- MSIC Code
In e-Invoice tab, update, MSIC Code. Note: You may skip Digital Signature at the moment
Update Company Letter Head
Go to Company Profile > Company Info.
You can set up the company letterhead according to your preference, but please ensure it includes the following information:
- Company Name
- Address
- Company Register No.
- Company TIN
- MSIC Code
- Business Activity (Description of MSIC Code)
- MSIC Code
- Phone no.
- SST Register No. (If applicable)
- Tourism Tax No. (If applicable)
e-Invoice Settings
e-Invoice > e-Invoice Settings, update Effective Date
Currencies Maintenance
Maintenance > Currencies. Update the ISO Currency Code
Update all existing currency codes that you have
Payment Method
General Ledger > Payment Method Maintenance
Payment Mode is new enhance column. Select the Payment Mode if you used Payment Method
Tax Code Maintenance
SST Module > Tax Codes
By default, system already created set of SST tax codes.
After version upgraded, system will automatically define the e-Invoice Tax Type accordingly
Download the PDF file as attached
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