Page Comparison

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1. System >> Settings >> Company Info
   1. Tab "Address" must be filled out like this (nothing more, nothing less):
      
   2. Tab "Reg." must be filled out like this:
      
      
      
      1. Org.nr.- without spaces and without MVA at the end
      2. MVA-nr.- without spaces and MVA at the end
      3. Land: NO
      4. Bankkonto 1
      5. Bankkode (very important)
         These fields must be filled out in Purchase Ledger >> Settings >> Banks
         IBAN is the customers iban; same with BIC
         Bankkode is the bank's ID kode. Customer has to contact their bank, if they do not know this code
         
         Image Modified
      6. Land
      7. ANA-kode: 9908 + org.nr.
      8. E-fakturakonto: customer number from Apix
2. System >> Settings >> Cloud Services
   1. Cloud Service Server IP: lookup.hansaworld.com
   2. port: 443
      
      
3. System >> Settings >> Cloud Services Settings
   1. Tab "Activation"
      1. Send and Receive Documents Default: Send nothing
      2. Send Electronic Invoices: Active
      3. Send Electronic Payments: Default
      4. Receive Electronic Invoices: Default
      5. Send Direct Debit: Default
      6. Send Electronic VAT Declarations: Default
      7. Checkbox "Electronic Data Exchange Stopped": do not mark
      8. Reason: delete if something is written here
         
   2. Tab "E-Invoices"
      1. Checkbox "Electronic Invoices with pdf Files": mark
      2. Customer's Rcv. Preference: No ReceivingE-Invoice
      3. Postage for Paper Invoice: Priority
      4. E-Purchase Invoice Item Transfer Control: Consolidate Items to Supplier's Cost Account
      5. "Dont Require VAT Code on E-Purchase Invoice Rows": do not mark
         Image RemovedImage Added
   3. Tab "Service Status" 
      1. Send Electronic Invoices: should be start/running
          If it's Stopped, try clicking "Send Electronic Invoices" couple of times, this may help to start the function again
      2. Do not pay attention to everything else
         
4. System >> Settings >> Base Currency
   1. Fill out like this:
      
5. Technics >> Settings >> Database Status 
   1. Update Database Status: Set to "Manual"
   2. Database Status: Set to "Live"
   3. Reason: delete if something is written here
      
6. Technics >> Settings >> Services Cache (  check this when logged in Admin client)
   Create new records or change existing like this:
   1. GETSUPPLIERINVOICE
      1. Code: GETSUPPLIEREINVOICE
      2. Host: ricardo.hansaworld.net
      3. Port: 480
      4. Partner and Http Port: leave blank
      5. FuncName: HTSGetSupplierEInvoice.hal
   2. SENDEINVOICE
      1. Code: SENDEINVOICE
      2. Host: ricardo.hansaworld.net
      3. Port: 480
      4. Partner and Http Port: leave blank
      5. FuncName: HTSReceiveEInvoice.hal
   3. SENDERECORDSTATUS
      
      1. Code:  SENDERECORDSTATUS
      2. Host: ricardo.hansaworld.net
      3. Port: 480
      4. Partner and Http Port: leave blank
      5. FuncName: HTSReceiveStatusData.hal
   

Things to check when beginning to send e-invoices

1. Sales Ledger >> Settings >> Electronic Invoices Queue
   
   1. If everything is filled out correctly and customer is supposed to receive e-invoices, here will come all OKed Invoices
   2. If it's working, status should be √ 

2. Sales Ledger >> Settings >> Electronic Record

   Statuses

   Statuses 

   Note
   If Status is not updated and stuck at 2, try restarting the server, it usually helps!

   
   

   1. From queue Invoices with status √ comes here
   2. Status 0: nothing has happened to an invoice

   3. Status 1: invoice is ok in your system

   4. Status 2: invoice has been sent to HansaWorld's apix server

   5. Status 4: invoice sent to recipient
   6. Status 5: Accepted by Recipient
      
3. Please check settings mentioned in points 5. and 6. before
4. Technics >> Reports >> Idle Tasks List
   1. Function " HTCSSendEInvoiceIdleTask" should be On and with date and time
      
5. System >> Reports >> Electronic Invoices Setups Status
   1. Send Electronic Invoices: should be Running
6. System >> Reports >> Services Test >> choose "SENDEINVOICE"
   1. Should state that you should be able to send e-invoices/ use this service

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• To automatically paste account when creating a Purchase Invoice from the E-Purchase Invoice >> fill in cost account in Contact record >> Tab: Accounts >> Field: Cost A/C
• To convert the E-Purchase Invoice: 
  • Open the PL >> Registers >> E-Purchase Invoice > Invoices > make sure the VAT code on the invoice is correct. If not add the correct code
  • If contact doesn't exist, create a contact from Create menu
  • When Purchase Invoice looks correct >> OK the record >> Create >> Purchase Invoice >> check that the invoice is correct, with correct amounts >> OK Purchase Invoice.