Screens and menus
Every E-invoicing menu entry and screen: where to find it, what it is for, what its list shows and which permission it needs.
On this page (5)
E-invoicing > E-invoicing
Dashboard
- What it is for
- What is owed an answer, what was refused, what is at risk; also the one-click start against the built-in sandbox
- List: columns and filters
- 8 tiles: Waiting to send (pending + queued, with 'n blocked by validation'), Awaiting answer, Status unknown, Accepted, Rejected (with open issues), Pending clearance, Deadline at risk (within 6 hours), Credentials expiring. Cards: Submissions by state, Accepted last 14 days, Alerts (12 newest unacknowledged), Provider outages (open), Latest submissions (8)
- Buttons and actions
- Start with the sandbox (only while e-invoicing is off); Process queue now; Submissions; All alerts; Outages; click an alert or a recent row to open the submission
- Permission needed
- einvoicing.view (Start with the sandbox needs einvoicing.configure and einvoicing.secret; Process queue now needs einvoicing.operate)
Submissions
- What it is for
- One row per invoice and profile; retries are attempts inside the row, never more rows
- List: columns and filters
- E-invoice no., Invoice, Profile, Status, Legal state, Attempts, Environment, Deadline, Created. Tabs with counts: All, Open, Blocked, Status unknown, Rejected, Accepted, With deadline, Superseded. Search, filters, sort, paging
- Buttons and actions
- Open a submission. (No 'new submission' button: manual hand-over exists only on the API)
- Permission needed
- einvoicing.view
Received e-invoices
- What it is for
- Supplier UBL e-invoices uploaded, safety-checked, de-duplicated, parsed and handed to Billing as a draft bill
- List: columns and filters
- Received no., Supplier's number, Supplier, Issue date, Total, Currency, State, Received at. Tabs: All, Valid, Needs review, Duplicates, Bill drafted, Rejected
- Buttons and actions
- Upload e-invoice; open a row: Draft the bill, Reject, Open bill, Download the received file
- Permission needed
- einvoicing.view to read; einvoicing.inbound to upload, draft, reject and download. Menu is a company feature switch ('Received supplier e-invoices')
Alerts
- What it is for
- What an operator must look at: rejections, unknown statuses, deadlines, expiring keys, outages, compromises
- List: columns and filters
- Severity, Kind, Message, Raised, Acknowledge. Tabs: To acknowledge (default), All
- Buttons and actions
- Acknowledge; click a row with a submission to open it
- Permission needed
- einvoicing.view; Acknowledge needs einvoicing.operate
Provider outages
- What it is for
- Outage cases: opened by the worker after three unanswered sends, or by a person; contingency approved by another person
- List: columns and filters
- Provider, State, Opened by, Reason, Waiting documents, Started, Ended. Tabs: Open (default), Closed, All. Side panel: reason, waiting documents, contingency
- Buttons and actions
- Report an outage; Approve contingency; Close outage
- Permission needed
- einvoicing.view; report / close need einvoicing.operate; contingency needs einvoicing.activate
Submissions > open a row
Submission record
- What it is for
- One e-invoice in the shared record shell: transport rail, legal-state chip, evidence tabs and repair actions
- List: columns and filters
- Rail Pending > Queued > Submitted > Accepted. Smart buttons: Invoice, Attempts, Issues, Evidence, Credit note. Tabs: Overview (seller, buyer, submission, lines, delivery), Issues, Attempts & answers, Payloads, Canonical invoice, Lineage & events
- Buttons and actions
- Submit, Retry, Ask the provider (reconcile), Validate again, Rebuild after repair, Correct by credit note, Download payload, Issued rendering with QR
- Permission needed
- einvoicing.view to read; einvoicing.operate (submit, retry, reconcile, validate); einvoicing.repair (rebuild, correct, validate); einvoicing.audit or operate to download payloads
E-invoicing > Reports
Submission monitor
- What it is for
- One row per semantic e-invoice with its latest state; retries are never counted as invoices
- List: columns and filters
- Period From/To (default: this month). Columns: E-invoice, Invoice, Profile, Provider, Status, Legal state, Attempts, Created, Accepted. Totals strip: semantic documents, attempts, one count per state. CSV export. Row opens the submission
- Buttons and actions
- From/To, CSV, open a row
- Permission needed
- einvoicing.view
Reject analysis
- What it is for
- Rejections and validation failures grouped by origin, code, field and profile version
- List: columns and filters
- Period From/To. Origin, Code, Field, Profile, Repaired by, Count, Open, Oldest open (h), Meaning. Totals: issues, open
- Buttons and actions
- From/To, CSV
- Permission needed
- einvoicing.view
Unknown and deadline queue
- What it is for
- Everything still owed an answer, aged, flagged when at risk
- List: columns and filters
- E-invoice, Invoice, Status, Legal state, Blocked, Age (h), Deadline, At risk, Next attempt, Last error. Totals: open, at risk, past deadline. No date filter
- Buttons and actions
- CSV; open a row
- Permission needed
- einvoicing.view
Invoice-to-provider bridge
- What it is for
- Every posted/reversed invoice and credit note against its submissions and attempts (one invoice, one semantic submission)
- List: columns and filters
- Period From/To. Document, Kind, Date, Total, Submissions, Superseded, Attempts, Status, Legal state, Flag (missing / duplicate identity). Totals: invoices, invoice value, semantic submissions, attempts, missing, duplicates
- Buttons and actions
- From/To, CSV
- Permission needed
- einvoicing.view
Credential health
- What it is for
- Expiry and last health check of every credential; never the secret
- List: columns and filters
- Provider, Environment, Purpose, State, Thumbprint, Valid to, Days left, Health, Checked, Onboarding. Totals: credentials, active, expiring in 30 days
- Buttons and actions
- CSV
- Permission needed
- einvoicing.view
Archive integrity
- What it is for
- Every stored payload's hash recomputed from its bytes, plus the retention policies
- List: columns and filters
- Kind, SHA-256, Bytes, Created, Hash verified. Totals: payloads, mismatched, count per kind (request, response, callback, inbound, rendering). Retention card
- Buttons and actions
- CSV; open a row with a submission
- Permission needed
- einvoicing.view
Event log
- What it is for
- Domain events (accepted, rejected, status unknown, inbound validated) and whether they were published
- List: columns and filters
- Event, Submission, Revision, Occurred, Published
- Buttons and actions
- None
- Permission needed
- einvoicing.audit (the menu item shows for einvoicing.view)
E-invoicing > Configuration
E-invoicing settings
- What it is for
- The master switch, submission behaviour and the seller details an authority needs beyond the company record
- List: columns and filters
- Form with 12 fields (see Fields); company name, country, tax number and city are shown read-only from the company record
- Buttons and actions
- Save
- Permission needed
- einvoicing.view to open; einvoicing.configure to save
Onboarding
- What it is for
- The company's registration with one provider in one environment, approved by somebody else for production
- List: columns and filters
- Provider, Environment, Profile, Registration, State, Updated. Dialog: registration, production evidence, credentials table
- Buttons and actions
- New onboarding; Edit; Start testing; Request activation; Approve; Suspend; Reinstate; Retire; Bind credential; Request compliance CSID; Request production CSID
- Permission needed
- einvoicing.view; einvoicing.configure (draft, edit, request); einvoicing.activate (approve, reinstate, retire); einvoicing.secret (credentials, CSIDs)
Credentials
- What it is for
- Read-only register of every bound credential (auth token, signing key, callback secret)
- List: columns and filters
- Purpose, Environment, State, Thumbprint, Valid to, Health, Bound. Approve / Check / Compromised buttons live in the onboarding dialog, not here
- Buttons and actions
- None on this screen
- Permission needed
- einvoicing.view
Providers
- What it is for
- Where submissions go: built-in sandbox, ZATCA Fatoora, a UAE accredited service provider
- List: columns and filters
- Code, Name, Kind, Environment, Address, Status. Tabs: All, Draft, Reviewed, Active, Suspended, Archived
- Buttons and actions
- New; open; Edit; Review; Activate; Suspend; Reinstate; Archive; Check health; Sandbox behaviour
- Permission needed
- einvoicing.view; einvoicing.configure to create/edit; einvoicing.activate to review/activate (not your own)
Country profiles
- What it is for
- One country's e-document for one customer type, versioned, with effective dates and conformance
- List: columns and filters
- Code, Version, Name, Country, Customers, Flow, Environment, Status. Dialog shows conformance results
- Buttons and actions
- New; Edit; Review; Activate; Suspend; Reinstate; Archive; New version; Run conformance
- Permission needed
- einvoicing.view; einvoicing.configure; einvoicing.activate for review/activate (not your own)
Retry and outage policies
- What it is for
- Back-off, status-query-first, deadlines, escalation and whether the country allows issuing offline
- List: columns and filters
- Name, Attempts, Deadline (h), Offline issue, Status
- Buttons and actions
- New; Edit; Review; Activate; Suspend; Archive
- Permission needed
- einvoicing.view; einvoicing.configure; einvoicing.activate
Code mappings
- What it is for
- Our unit / tax category / payment method / document type / exemption reason in the profile's external code list
- List: columns and filters
- List, Our code, Their code, Status
- Buttons and actions
- New; Edit; Activate; Suspend; Archive (a configurer may activate; no second person)
- Permission needed
- einvoicing.view; einvoicing.configure
Rejection codes
- What it is for
- What a provider's code means, who repairs it and how
- List: columns and filters
- Code, Field, Repaired by, Meaning, Status
- Buttons and actions
- New; Edit; Activate; Suspend; Archive
- Permission needed
- einvoicing.view; einvoicing.configure
Partner endpoints
- What it is for
- A customer's e-invoicing address, registration and structured address
- List: columns and filters
- Partner, Scheme, Identifier, Verification, Status
- Buttons and actions
- New; Edit; Activate; Verify endpoint; Suspend; Archive
- Permission needed
- einvoicing.view; einvoicing.configure
Retention policies
- What it is for
- How long e-invoice evidence is kept, legal hold, encryption and archive location
- List: columns and filters
- Country, Records, Years, Legal hold, Status
- Buttons and actions
- New; Edit; Review; Activate; Suspend; Archive
- Permission needed
- einvoicing.view; einvoicing.configure; einvoicing.activate for review/activate
Sales > Invoices / Credit notes
E-invoice smart button
- What it is for
- The e-invoice status chip on a posted invoice or credit note, and the way to its submission
- List: columns and filters
- Chip with the state (or 'Pending clearance'); amber when rejected, blocked or status unknown; green when accepted
- Buttons and actions
- Click to open the submission
- Permission needed
- einvoicing.view (shows nothing when the app is off or the user lacks permission)