Reports & Analytics
The E-Invoice & PEPPOL Module provides audit and compliance analytics for tax managers, accounts receivable supervisors, and financial controllers to verify clearance statuses, audit submission queues, and monitor tax liability accuracy.
Reporting Scenario Decision Matrix (“Which Report to Use When”)
Select the appropriate report based on your specific operational or business decision scenario:
| Business Scenario / Question | Recommended Report | Primary Applet | Key Metrics & Decision Value | Actionable Business Outcome |
|---|---|---|---|---|
| “Which commercial invoices were rejected by the tax authority and require TIN/BRN correction?” | Submission Rejection & Exception Log | MY E-Invoice Admin Applet | Submission timestamp, invoice ID, error rejection code, error description. | Triggers immediate master data correction and invoice resubmission within statutory windows. |
| “What is our total validated tax clearance volume and Output SST tax liability for the month?” | Cleared E-Invoice Tax Audit Summary | MY E-Invoice Admin Applet | Cleared invoice count, gross invoice total, tax amount, clearance UUID count. | Reconciles tax portal totals against General Ledger Output Tax liability ledgers. |
| “What foreign service supplier invoices require self-billed e-invoice submission?” | Pending Self-Billed Import Audit | MY E-Invoice for Customer & Supplier Applet | Foreign AP invoice ID, vendor TIN, self-billing status, submission deadline. | Ensures timely generation of self-billed e-invoices to protect input tax deductions. |
| “What cross-border B2B documents were transmitted via the global PEPPOL access point?” | PEPPOL Network Exchange Log | MY PEPPOL Admin Applet | PEPPOL Participant ID, UBL document type, dispatch timestamp, transmission status. | Verifies global B2B delivery confirmation with international trading partners. |
Detailed Operational Reporting Guides
1. Daily Submission Queue Audit
- Purpose: Tracks real-time status of all invoices transmitted to government tax APIs (Pending vs Cleared vs Rejected).
- Key Parameters: Filter by Submission Status Code, Date Range, and Branch Entity.
- Operational Utility: Prevents uncleared invoices from being issued to customers and guarantees tax compliance.
2. Statutory Audit Archival Export
- Purpose: Generates structured compliance data packages containing cleared JSON payloads and UUID stamps for tax auditors.
- Key Parameters: Filter by Tax Year, Financial Quarter, and Document Type (Invoice vs Credit Note vs Self-Billed).
- Operational Utility: Streamlines official tax audits and eliminates manual paper compilation.