While electronic invoices will soon be mandatory, the Sages Informatique solution, Of doc, allows you to manage compliance with new standards. Particularly for VSEs and SMEs, which do not have the same resources as large companies to manage such changes.
Anticipating the needs of its customers, Sages IT, expert for more than twenty years in valuation, management and security of documentary bases, supports organizations in the face of the widespread use of electronic invoicing. Its experience like the variety and number of its users (240 000) allowed it to produce a solution for VSEs, SMEs and local authorities : Of doc. Zeendoc is a cloud solution in SaaS mode for dematerialization and electronic document management (GED). Avec Zeendoc, users rank, find and use their documents very easily and securely. La solution GED Zeendoc permet, among others, the dematerialization of invoices and the automation of certain processes such as the electronic signature of commercial contracts or the establishment of a reliable audit trail, sending electronic pay slips or dematerializing expense reports.
An imminent and obligatory reform
Within the framework of the law of August 16, 2022, the dematerialization of inter-company transactions is about to become compulsory in France. Invoices must therefore be issued and reported in digital format : July 1, 2024 for large companies ; January 1, 2025 for mid-sized companies ; January 1, 2026 for all companies. The reform concerns as much the transmission of electronic invoices between VAT payers (e-invoicing) as on the transmission of transaction and payment data to the administration (e-reporting), this also applies to payments in France when the actors carry out operations with individual customers or with foreign operators. The supplier must keep the invoices issued by itself for six years, by a partner platform or an operator. The customer must also keep the invoice in the format received from their platform for the same period..
Receiving electronic invoices
The mandatory receipt of invoices in electronic format will be effective from July 1, 2024 for all companies and whatever their size.. For the show, as long as the company is not subject to the obligation, it can continue to transmit certain invoices, or all, in paper format, however, it is better that it does so in accordance with the applicable terms and conditions.. If she wishes to enter the system before the official obligation, it will necessarily have to go through a partner platform.
Possible options
In order to comply with the new regulations, three solutions are possible depending on the size of the company and the number of invoices to be processed. The public billing portal (PPF), free, can be considered as a minimal solution, with manual receipt of invoices and online entry. A dematerialization operator (FROM) upstream or downstream of the PPF allows integrated and automated use. A partner dematerialization platform (PDP) represents an essentially regulatory investment, because it is subject to a registration procedure by the administration for a period of three years : he must apply regulatory obligations to issue or receive invoices (controls, data extractions, transmission to the PPF, traceability of treatments, updating the recipient directory, checks on receipt or delivery…).
The solution developed by Sages Informatique
Zeendoc has serious partnerships certified ISO 27001 and Secnum Cloud ensuring its users access to an extensive service compatible with several platforms, dont la PPF. This service will be open in fall 2023, date on which the actors will be validated, which will allow it to be there as a dematerialization operator. Zeendoc will be able to receive invoices issued by the customer at the same time, to transmit their values to the public billing portal (PPF) or to one of the private partner dematerialization platforms (PDP), all in the format required by the administration. Zeendoc will also be able to receive invoices from suppliers from the PPF or a PDP, to obtain their progress status and archive them in a secure space. Compliant with LFE regulations, Zeendoc and its PDP partners offer numerous value-added services : secure customers in the event of an inspection (audit trail or electronic signature), support users in the Procure to Pay process with the comparison of the amounts of linked documents, export of payment vouchers, generating transfer files in SEPA format, or even supporting users with recovery (reminders, follow up) and on the archiving obligation.
