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Electronic invoice : the possible options and the Zeendoc solution

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Expert in valuation, management and security of documentary bases, Sages Informatique supports organizations facing the widespread use of electronic invoicing with a solution for VSEs, SMEs and local authorities : Of doc.

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 therefore concerns e-invoicing as much as (electronic invoice transmission between VAT payers) than on e-reporting (transmission of transaction and payment data to the administration), 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..

Receipt of electronic invoices soon mandatory
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.

Three possible options
In order to comply with the new regulations, three options are possible depending on the size of the company and the number of invoices to be processed. First option : the public billing portal (PPF), free, can be considered as a minimal solution, with manual receipt of invoices and online entry. Second option : an OD (dematerialization operator) upstream or downstream of the PPF allows integrated and automated use. Third option : a PDP (Partner dematerialization platform) represents an essentially regulatory investment, because it is subject to a registration procedure by the administration for a period of three years : it 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…).

ENDOC : A HIGH POTENTIAL TRANSFORMATION
Zeendoc is a cloud solution for dematerialization and electronic document management (GED), published by Sages Informatique. The objective of the GED is to support VSEs, SMEs and communities in the dematerialization of their exchanges in order to simplify them, while complying with legislation.

Zeendoc has ISO 27001 and Secnum Cloud certified partnerships ensuring users access to an extensive service compatible with several platforms, dont la PPF. Its registration opening service will be open in the fourth quarter of 2023, period during which the actors will be validated, which will allow it to be there as a dematerialization operator. Zeendoc will be capable of everything at once : to receive invoices issued by the customer, 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 ; he will be able to receive supplier invoices from the PPF or a PDP and obtain their progress status and archive them in a secure space.

Value-added services
“Compliant with LFE regulations, Zeendoc and its PDP partners offer numerous value-added services : securing its customers in the event of an inspection (audit trail or electronic signature), supporting users in the Procure to Pay process with the comparison of the amounts of linked documents, export of BAP (good to pay), generating transfer files in SEPA format, or even support users with recovery (reminders, follow up) and on the archiving obligation”, explains Sages Informatique.

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