E-Document - ebInterface

Create and send e-invoices in accordance with the Austrian standard.
AppSource Name: E-Document - ebInterface

Current Version:

• 28.1.8.1 as of Business Central 28
• For older BC versions, downgrades are available.

☰ Contents

General

• E-Document - ebInterface
  E-Document - ebInterface allows you to create and send e-invoices for sales and service documents in accordance with the Austrian standard...

Setup

• General

• • ebInterface Document Formats
    In the ebInterface Document Formats page you can define the various settings and defaults for ebInterface and assign them to a Code. The code can be specified for each customer on the Customer Card in the ebI Document Format field. The specified code determines the rules for creating XML files for the customer's sales and service documents...
  • XML Schemas
    E-Document - ebInterface provides exclusive schemas for creating ebInterface XML files via the basic version of the NAVAX extension XML Builder. The schemas are fully configurable and can be adapted to a wide range of requirements without the need for additional programming. Depending on which fields and data you add to the schema or, for example, define as mandatory, errors are displayed at the time of posting...
  • Payment Methods
    On the Payment Methods page, you must specify the appropriate payment types and bank accounts to be used for ebInterface...
  • VAT Posting Setup
    The Tax Categories must be specified in the VAT Posting Setup page...
  • Company Information
    On the Company Information page, basic information for ebInterface is specified in the ebInterface group...
  • Connection Setup
    The ebInterface Connection Setup page is used to set up the connection with the ebInterface service. As soon as Environment, Username and Password are specified, the action Check Connection can be used to check whether the ebInterface service is reachable and a connection with the stored settings is possible...
  • Real Data Permissions
    Real Data Permissions add an additional level of security to actions and processes. This is to prevent test data from being accidentally interpreted as real data. Particularly critical actions and processes (e.g. sending data to an external service) can therefore only be executed if a real data permission has been granted for the current environment...

• E-Documents

• • E-Document Services
    E-Document - ebInterface extends Microsoft Business Central 365 e-documents with the ebInterface document format...
  • Workflows
    A workflow for ebInterface e-documents must be configured for the set up of the ebInterface document sending profile...
  • Document Sending Profiles
    The final step in configuring electronic documents (e-documents) for ebInterface is to set up a document sending profile...

Working with the App

• Customers
  On the Customer Card, you must specify the corresponding Document Sending Profile and the ebI fields so that e-documents will be created and sent to ebInterface for the customer...
• Documents
  Sales documents and service documents are created, posted and printed as before. The Document Sending Profile specified for the Bill-to Customer determines whether or not an ebInterface e-document is created during posting...
• E-Documents
  The following additional fields and actions are available for ebInterface on the E-Document page...
• E-Document Statuses
  To get an overview of all e-documents in the company, the following cues (status tiles) are available in the Accountant role...

Archive

• ebInterface Service Log
  The ebInterface Service Log page displays detailed information about what has been sent to and what was returned from ebInterface...

Information for Developers

• Add Attachments
  If the Add Attachments field is activated in the ebInterface Document Format, a PDF file of the document based on the Report Selection is created by default and sent to ebInterface in addition to the XML file...
• Event Request

Appendix

• Integration
• NAVAX License Management
  The NAVAX License Management page (in older versions NAVAX License Overview or NCEX License Overview) displays the current license status of the NAVAX extensions...
• Installation Notes
• Release Notes