Netsis runs e-document processes either through its own e-transformation offerings or through private integrators. Setup decisions directly affect operations.
01. Choosing an Integrator
Buying from the same roof simplifies integration; if a different integrator is chosen, the existence and currency of the connector must be checked. Ask that question at quotation stage.
02. The Invoice Flow
An invoice issued in Netsis goes to the integrator and the returned status is recorded. The user should see the document's status from inside Netsis; if they have to open a separate portal, the flow was built incomplete.
03. Taxpayer Checks
Whether the buyer is an e-Invoice taxpayer must be pulled regularly from the list. An out-of-date list means the wrong document type is issued and the invoice is rejected.
04. e-Waybill
Because it has to be issued at the moment of shipment, it must work in step with warehouse processes. If picking and shipping steps are recorded in Netsis, the waybill can be generated automatically.
05. e-Ledger
Journal entries coded to the tax authority standard are a precondition. Running error-check reports before period close prevents surprises at certificate upload.
06. Regulatory Updates
When communiqués change, the Netsis update and the integrator update must be on compatible versions. Plan the update calendar together with your partner.