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

Getting a catalogue ready, and proving it

You can run a catalogue through to e-invoice readiness in the right order — stop the bleeding with templates, fix the volume by import…

The future, then the past

Step 1 — Stop creating the problem before you fix it

Your backlog will stop growing while you work on it.

Screen capture pending the demo tenant

The Item Templates listing, and Template Selection as the first tab of the create screen

Step 2 — Fix by category, not by item

You will not try to classify five thousand things by hand.

What you do
  1. Export the catalogue, sort by category, decide the code once per category…

Step 3 — Send the file back knowing what it is

You will upload without a bad surprise.

Where this step sits
    flowchart TD
  s1["1. Stop creating the problem before you…"]
  s2["2. Fix by category, not by item"]
  s3["3. Send the file back knowing what…"]
  s4["4. Collect the documents the fix reaches…"]
  s5["5. Verify against what was sent…"]
  s6["6. Leave behind a check somebody will…"]
  s1 --> s2
  s2 --> s3
  s3 --> s4
  s4 --> s5
  s5 --> s6
  classDef here fill:#1e40af,stroke:#1e40af,color:#ffffff,font-weight:bold;
  class s3 here;

Proving it

Step 4 — Collect the documents the fix reaches for free

You will get more out of the same work.

Where this step sits
    flowchart TD
  s1["1. Stop creating the problem before you…"]
  s2["2. Fix by category, not by item"]
  s3["3. Send the file back knowing what…"]
  s4["4. Collect the documents the fix reaches…"]
  s5["5. Verify against what was sent…"]
  s6["6. Leave behind a check somebody will…"]
  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 — Verify against what was sent, never against the item list

You will stop proving the wrong thing.

  • Open the To IRB listing, take a day of it…
Screen capture pending the demo tenant

Internal Submission, To IRB E-Invoice, the listing with its export tab

The standing check

Step 6 — Leave behind a check somebody will actually run

The work will not decay.

What this step names
  1. When you pull the submitted records for any other reason
  2. Glance at the spread of classifications…
  3. A month that is almost entirely Others means new items have been…

NarrationSlide 1 of 10

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