diff --git a/docs/usage/myinvois/einvoice-operation.md b/docs/usage/myinvois/einvoice-operation.md index e689983a..91036272 100644 --- a/docs/usage/myinvois/einvoice-operation.md +++ b/docs/usage/myinvois/einvoice-operation.md @@ -216,6 +216,81 @@ You can view all past submission and cancellation log of an invoice. ![sales-invoice-log](../../../static/img/myinvois/einvoice/sales-invoice-log.png) +## Transaction + +MyInvois Transaction is a feature that will list all MyInvois documents. + +You can access MyInvois Transaction from cloud category in menu bar. + +![myinvois-trans-location](../../../static/img/myinvois/einvoice/myinvois-trans-location.png) + +Below show the MyInvois Transaction form with 3 tabs. + +![myinvois-trans-overview](../../../static/img/myinvois/einvoice/myinvois-trans-overview.png) + +1. All - List all MyInvois documents. +2. Submitted - List MyInvois documents that you submitted. +3. Received - List MyInvois documents that you received. + +MyInvois Transaction feature: + +1. ### Sync MyInvois documents + + ![myinvois-trans-sync](../../../static/img/myinvois/einvoice/myinvois-trans-sync.png) + + - SQL Account will help sync MyInvois documents from MyInvois portal in background when **MyInvois Transaction** or [**Import**](#import) form is opened. + - There are 2 kinds of sync task: + - **Loading all documents** - Sync all MyInvois documents starting from the latest and going back to 1 Aug 2024 for first time only, it may takes a long time to complete. + - **Syncing recent documents** - Sync recent documents only. + - After sync task is completed, it will show **Last Sync**. + - SQL Account will resync after 30 minutes or you can force resync instantly by clicking resync button. + + ![myinvois-trans-resync](../../../static/img/myinvois/einvoice/myinvois-trans-resync.png) + + - Click refresh button to query MyInvois documents synced from MyInvois portal into your database. + + ![myinvois-trans-refresh](../../../static/img/myinvois/einvoice/myinvois-trans-refresh.png) + + :::info[NOTE] + You may leave MyInvois Transaction or Import form open in the background to sync documents as you carry on with other tasks. + ::: + +2. ### Check Invoice State + + You can find the **Invoice state** column in field chooser. + + ![myinvois-trans-state](../../../static/img/myinvois/einvoice/myinvois-trans-state.png) + + There are 3 Invoice state: + + - **None** - The document has no issues. + - **Missing** (Highlighted in **red** for submitted documents) - The document exists in MyInvois portal, but does not exists in your accounting document entry. + - **Duplicate** (Highlighted in **orange** for submitted documents) - The document is a duplicate submissions. + + :::info[NOTE] + You may double click to drill down to your accounting document entry. + ::: + +3. ### Cancel / Reject + + - Click cancel to initiate document cancellation on submitted document. + + ![myinvois-trans-cancel](../../../static/img/myinvois/einvoice/myinvois-trans-cancel.png) + + - Click reject to inititate document rejection on received document + + ![myinvois-trans-reject](../../../static/img/myinvois/einvoice/myinvois-trans-reject.png) + + :::info[NOTE] + You can batch cancel or reject by selecting multiple documents. + ::: + +4. ### Print + + Click the **print / preview** to print report using field value from MyInvois document. + + ![myinvois-trans-print](../../../static/img/myinvois/einvoice/myinvois-trans-print.png) + ## Import SQL Account offers two methods for importing sales or purchase documents from the E-Invoice system: @@ -248,18 +323,22 @@ You can view all received documents and batch import into SQL Account. ![purchase-invoice-batch-import-form](../../../static/img/myinvois/einvoice/purchase-invoice-batch-import-form.png) -2. Choose the desired date range and press the **Apply** button to filter the documents +2. Opening Import form will also start [Sync MyInvois documents](#sync-myinvois-documents). The first sync may take longer as it syncs documents from latest to oldest. Please wait if you need to import older documents. + + ![purchase-invoice-batch-import-sync](../../../static/img/myinvois/einvoice/purchase-invoice-batch-import-sync.png) + +3. Choose the desired date range and click the **Apply** to query documents already synced to your database. Unsynced documents will not appear. ![purchase-invoice-batch-import-form-daterange](../../../static/img/myinvois/einvoice/purchase-invoice-batch-import-form-daterange.png) -3. There are two tables inside the form: +4. There are two tables inside the form: - The upper table will display the list of E-Invoice documents your company has received - The lower table will show the item details for the document you have selected ![purchase-invoice-batch-import-form-apply](../../../static/img/myinvois/einvoice/purchase-invoice-batch-import-form-apply.png) -4. Each document will display a status in the **Status** column. Below is the description and import action of each status: +5. Each document will display a status in the **Status** column. Below is the description and import action of each status: | Status | Description | Action | | -------------- | --------------------------------------------------- | ------------------------------- | @@ -272,22 +351,22 @@ You can view all received documents and batch import into SQL Account. Double-clicking a row will drill down into the existing document, while double-clicking the **E-Invoice Status** column will open the validation link ::: -5. SQL Account will auto-map the Customer/Supplier Code using the following conditions: +6. SQL Account will auto-map the Customer/Supplier Code using the following conditions: - Same **TIN** (prioritized) - Same **ID Number** or similar **Company Name** ![purchase-invoice-batch-import-form-select-supplier](../../../static/img/myinvois/einvoice/purchase-invoice-batch-import-form-select-supplier.png) -6. A tax code is required for an item if the tax amount is greater than 0 +7. A tax code is required for an item if the tax amount is greater than 0 ![purchase-invoice-batch-import-form-select-tax](../../../static/img/myinvois/einvoice/purchase-invoice-batch-import-form-select-tax.png) -7. You may click on the **Import** button to proceed with the import +8. You may click on the **Import** button to proceed with the import ![purchase-invoice-batch-import](../../../static/img/myinvois/einvoice/purchase-invoice-batch-import.png) -8. A message dialog will indicate success or display an error, if any +9. 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