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Step 1 — Decide the shape of the job before you open anything
You will know which of your problems has a bulk route and which does not.
- Export or list your customers and sort the work into three piles
Step 2 — Send the whole book a request, instead of chasing them one at a time
Four hundred missing tax numbers becomes one file.
- Download the template from the screen, and look carefully at what is in it…
- Choose the delimiter that matches your file, comma or pipe…
Tools, then Bulk Tin Validation, with the delimiter chosen, a CSV attached and the Submit button
Step 3 — Know what happens to each row after you press Submit
A quiet screen will stop worrying you.
- For every customer the file matches
- BigLedger reads three fields together: identity type
- Identity number
- Tax number
Step 4 — Know what your customer's reply writes, and who approves it
You will stop planning a separate job for identity types.
- A valid one writes five fields onto your customer record: tax number
- Identity type and identity number on the E-Invoice tab
- The identity number and type on the Main tab as well
Step 5 — Know when a request expires, and who never receives one
You will plan around a campaign you cannot watch.
- Run the upload, give it a month…
Step 6 — Fix addresses and contacts the other way
You will not expect one tool to solve everything.
flowchart TD
s1["1. Decide the shape of the job…"]
s2["2. Send the whole book a request…"]
s3["3. Know what happens to each row…"]
s4["4. Know what your customer's reply writes…"]
s5["5. Know when a request expires…"]
s6["6. Fix addresses and contacts the other…"]
s7["7. Let the lookup do the large…"]
s8["8. Use the lookup by hand…"]
s9["9. Merge the duplicates instead of deleting…"]
s10["10. Know how you would find out…"]
s1 --> s2
s2 --> s3
s3 --> s4
s4 --> s5
s5 --> s6
s6 --> s7
s7 --> s8
s8 --> s9
s9 --> s10
classDef here fill:#1e40af,stroke:#1e40af,color:#ffffff,font-weight:bold;
class s6 here;
Step 7 — Let the lookup do the large corporate ones for you
You will stop keying tax numbers you never needed to key.
- When BigLedger turns a queued document into an e-invoice it checks three…
- The buyer's identity type is a business registration number
- The tax number is blank
Step 8 — Use the lookup by hand, and know which of the two buttons does it
You will get more out of a pool row than most people do.
- Open an Individual Pool row and the buyer block offers two actions beside the…
- Verify TIN checks a number you already hold against that identity pair…
- Press Get TIN on a small corporate sale too…
Step 9 — Merge the duplicates instead of deleting them
Your list will shrink without losing history.
- The Customer applet has Entity Merging for exactly this…
- Pick the duplicates to fold into it
- Watch the job on the Entity Merge Processing screen
Step 10 — Know how you would find out any of this ran
You will have a realistic picture of what tells you anything.
flowchart TD
s1["1. Decide the shape of the job…"]
s2["2. Send the whole book a request…"]
s3["3. Know what happens to each row…"]
s4["4. Know what your customer's reply writes…"]
s5["5. Know when a request expires…"]
s6["6. Fix addresses and contacts the other…"]
s7["7. Let the lookup do the large…"]
s8["8. Use the lookup by hand…"]
s9["9. Merge the duplicates instead of deleting…"]
s10["10. Know how you would find out…"]
s1 --> s2
s2 --> s3
s3 --> s4
s4 --> s5
s5 --> s6
s6 --> s7
s7 --> s8
s8 --> s9
s9 --> s10
classDef here fill:#1e40af,stroke:#1e40af,color:#ffffff,font-weight:bold;
class s10 here;
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