📌 Note: This is only available for Twinfield users
📌 Read this article for important points to consider and the different scenarios when saving advanced posting rules.
Advantages of invoices in UBL-format
An invoice in UBL format is an electronic invoice, consisting of a PDF and XML or an XML with embedded PDF. With a UBL-invoice, it is possible to automatically split amounts to multiple invoice lines. Actually, all the details will be automatically split, following the invoice line in the electronic XML-invoice.
Here you can read what UBL means and in this article, you can find a list of suppliers who submit their invoices in UBL.
What are advanced posting rules?
The ability to pre-define the UBL invoice-lines and how they correspond to accounting data.
Automatic tagging
Go to Settings > Administrations > Actions (Edit) > Settings. Scroll all the way down and activate the setting "Tag when the document is recognized as purchase [INK] or sales [VRK] (only for UBL invoices)"
📌 Please note: For recognition, a VAT number or Chamber of Commerce number (only for NL) must be added in the administration settings.
With this setting the UBL invoice is automatically tagged.
Advantages of advanced posting rules
Post different UBL-lines to different general ledgers, based on pre-defined rules.
Create rules per supplier to directly post invoices per article/item code or based on VAT-percentage.
Only the invoice lines that are in the XML invoice are taken over, regardless of the number of saved advanced posting lines.
Fewer manual actions in the booking screen.
Fewer errors while posting the invoice.
How to set up advanced posting rules
Go to the menu Automation
Click on + New rule
Select whether you want to create the advanced posting rule for a purchase invoice or a sales invoice
Select the supplier/customer
Select whether the invoice lines need to be grouped by VAT percentage or by article code and click Next
Select whether the period must be based on Invoice date or on Delivery date
Fill in the fields
Click on + Add posting line to add a new line
When done, click on Save in the right bottom corner.