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Get your items ready for e-invoice · presentation 2 of 5 · for the whole-system operator — you run the books Read the transcript · Back to the series

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Get your items ready for e-invoice · presentation 2 of 5

Which of the three a late fix still reaches

You can predict, for a document already raised, whether correcting the item now will change what the tax authority receives — knowing that the…

Two copies of the same three fields

Step 1 — Follow one line from the till to the regulator

You will know why this question has an answer at all.

Screen capture pending the demo tenant

A sales invoice line's item details, showing the e-invoice unit and tax type fields beside the price

Step 2 — Learn the one field that heals

You will know what a late fix buys you.

What this step names
  1. When the builder finds the document line carrying no classification
  2. It does not give up and it does not reach for a…
  3. Reads that item as it stands right now
  4. Takes the classification from it

Step 3 — Learn the two that do not

You will stop expecting too much of the fix.

What this step names
  1. If the line was created while the item's unit field was empty
  2. The line's unit is empty
  3. No amount of correcting the item afterwards will change it — the…

Two overrides that outrank the item

Step 4 — Know when the item never had a say

You will stop diagnosing the wrong field.

Where this step sits
    flowchart TD
  s1["1. Follow one line from the till…"]
  s2["2. Learn the one field that heals"]
  s3["3. Learn the two that do not"]
  s4["4. Know when the item never had…"]
  s5["5. Contrast it with the account code…"]
  s6["6. Turn it into a rule you…"]
  s1 --> s2
  s2 --> s3
  s3 --> s4
  s4 --> s5
  s5 --> s6
  classDef here fill:#1e40af,stroke:#1e40af,color:#ffffff,font-weight:bold;
  class s4 here;

Step 5 — Contrast it with the account code, which works the other way

You will stop generalising from one master-data field to another.

What this step names
  1. The selling applets copy the item's account onto the line when the…
  2. The posting routine uses the line's copy first — so correcting an…
  3. A purchase invoice line pulled from a goods receipt ignores the item…

The rule

Step 6 — Turn it into a rule you can follow

You will have something short enough to remember.

What you do
  1. Fix the classification whenever you notice it…
  2. Fix the unit and the taxable type for the future only…

NarrationSlide 1 of 10

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