Electronic Invoicing Microsoft Dynamics NAV Mexico, Massive Download of Invoices and Electronic Accounting SAT

With the introduction of digital documents in the interchange of Invoices in mexico , it is possible to automate several processes within the ERP of Microsoft.

The constant updates in the tax resolutions create a continuous improvement and need of advanced tools. We successfully integrated many ideas into Dynamics NAV, like the Electronic Accounting to assist companies to shorten the steps to make entries into the system, via data population across the system and the use of the so called e-invoice in Mexico or CFDI (which stands for electronic invoice). Since the CFDI is an XML file, we can read it, parse it and use it to complete entries and attach data into G/L transactions.

To issue a CFDI we need to prepare the system, create the XML file , send it to the government and of course to the final customers. there is a thrid-party in between the process to certify and stamp the CFDI electronically. we need to have a PDF view of the electronic invoice and email it to the customer to claim a payment. The same happens in a business where customers pay in front, customers must receive a CFDI no matter the amount and to do that in a shop or store things can get busy for a business without a quick process in the system. we offer the sales and electronic invoicing module for Dynamics NAV to issue, stamp , transmit, and store the electronic invoice along with a PDF.

Other than that, provided that companies must use electronic invoices to sell to other companies, vendors must issue the same document to his customers. So we created a product to download and validate all the invoices we receive, stored in the servers of the tax authorities, as a registered business. Once we massively download all the CFDI we generate automatically all the purchase invoices and safe hours to input that manually.

The latest release of electronic invoicing came out and we need to make major changes to electronic invoicing, and add other functional areas into the play. There is no solution for that in the market of Dynamics NAV yet. Now in mexico we need to make a electronic invoice for transportation of goods. Besides the sales invoice, logistics will need to issue and electronically stamp a CFDI of type "Trasnfer", so the transport can hold it to prove the origin and destination of the merchandise as well as a control in the road.

At last but not at least, a new CFDI to declare payments revived in any payment method will be issue to show the precedence of payments, even from abroad.

may you need any technical help, development or consulting to assist you with your deployment of Electronic Invoicing in Mexico, please let us know. 

contact@kosmostek.com