An e-invoice is a structured invoice issued via the National e-Invoice System (KSeF), marked with an allocated invoice identification number in KSeF. The structured invoice contains the relevant, legally defined information and is saved in XML electronic format.<\/p>\n\n\n\n
The implementation of KSeF will optimise invoicing, workflow and the invoice systems used by businesses. Soon, e-invoicing will become a mandatory solution for all companies.<\/strong><\/p>\n\n\n\n Microsoft is currently preparing a solution for the latest version of Microsoft Dynamics 365 Finance & Supply Chain Management. Microsoft won\u2019t provide a solution for older versions like AX 2012, and the on-premises version of D365.<\/p>\n\n\n\n Therefore, as part of the launch of the KSeF platform, Sii has prepared an optimized and, most importantly, easy-to-use solution for both D365, AX 2012 and AX 2009.<\/p>\n\n\n\n When developing the KSeF module, we placed great emphasis on the ergonomics of operation and the complete functional scope we can achieve with the electronic data exchange model.<\/p>\n\n\n\n How can the KSeF solution provided by Sii help? Here are some selected functionalities:<\/p>\n\n\n\n The concept of working within the KSeF module is to map data from the financial system to the requirements of the structure provided by KAS. The first step in implementing the solution is to complete the data in the Parameters of the KSeF module which is e.g. the mapping of tax codes.<\/p>\n\n\n\n A control element of the solution is also the ability to enable the validation of invoices before sending them to KSeF.<\/p>\n\n\n\n Below is shown an example of how the validation works when trying to post an invoice with an issue date earlier than the current one:<\/p>\n\n\n\n In the parameters of the KSeF module, it is possible to set up email notifications for users to receive information about the failure of sending to KSeF. <\/p>\n\n\n\n Both the sending of sales invoices, the downloading of status from KSeF and purchase invoices imported from KSeF are fully automated without the involvement of system users.<\/p>\n\n\n\n When posting an invoice, the system automatically saves invoices in the KSeF module and sends invoices electronically directly to KSeF. After posting, the invoice was saved in the Structured invoices sent in the KSeF module with the status \u201cTo send\u201d:<\/p>\n\n\n\n At this step, a view of invoices in XML and pdf format is already available. <\/p>\n\n\n\n Once the invoice is sent to KSeF, the system automatically downloads the identification number and changes the status to Submitted. The invoice is immediately visible in the KSeF system in the Invoice List tab:<\/p>\n\n\n\n In addition, our solution provides the ability to generate data for anonymous access for a particular sales invoice. For each invoice sent, it is possible to download the UPO and save it to the selected place on the disk.<\/p>\n\n\n\n To import purchase invoices automatically, you just need to set a batch job available in the KSeF module. Invoices will be downloaded along with the identification number from KSeF directly into the Downloaded structured invoices:<\/p>\n\n\n\n In the Downloaded structured invoices, there is a preview of invoices in XML and pdf format. Invoices from the Downloaded structured invoices list can be imported into the Invoice Journal or the Pending Vendor Invoices and processed using the standard functions of the system.<\/p>\n\n\n\n The solution prepared by Sii specialists has many additional advantages, which include:<\/p>\n\n\n\n I hope that the solution we have developed meets the needs of many companies. If during your reading you assessed that this is the kind of support you are looking for, please contact us. We would be happy to discuss the details of integrating KSeF with your Microsoft Dynamics AX\/365 system.<\/p>\n\n\nWhat does offer our KSeF module?<\/strong><\/h2>\n\n\n\n
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How does it work?<\/strong><\/h2>\n\n\n\n
![\"KSeF](\"https:\/\/sii.pl\/blog\/wp-content\/uploads\/2023\/08\/1-en.jpg\")
<\/a><\/a>Sales invoice process description<\/strong><\/h3>\n\n\n\n
<\/a><\/a><\/a>Purchase invoice process description<\/strong><\/h3>\n\n\n\n
<\/a><\/a>Additional benefits of using the solution provided by Sii<\/strong><\/h2>\n\n\n\n
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Summary<\/strong><\/h2>\n\n\n\n