Extraction and Packaging of Invoice Data - Revision history

Khkoh: /* Extraction and Packaging */

2025-12-14T07:55:36Z

Extraction and Packaging

← Older revision		Revision as of 15:55, 14 December 2025
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	[[File:C5 Banqup xml download.png\|left\|thumb\|800x800px\|Fig 3.]]		[[File:C5 Banqup xml download.png\|left\|thumb\|800x800px\|Fig 3.]]

	[[File:C5 xml sample.png~~\|left~~\|thumb\|800x800px\|Fig 4]]		[[File:C5 xml sample.png\|thumb\|800x800px\|Fig 4\|none]]Go to next topic: [[Invoice Data Submission through APs]]

Khkoh: /* Extraction and Packaging */

2025-03-24T10:26:03Z

Extraction and Packaging

← Older revision		Revision as of 18:26, 24 March 2025
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	### The '''Accounts Receivable''' tab for Sales Invoices.		### The '''Accounts Receivable''' tab for Sales Invoices.
	### The '''Accounts Payable''' tab for Supplier Invoices.		### The '''Accounts Payable''' tab for Supplier Invoices.
	## Select the sent ~~invoice~~ and click on it.		## Select the invoice that was already sent and click on it.
	## Under the '''Download''' tab, click to download a copy of the XML file. (See Fig 3)		## Under the '''Download''' tab, click to download a copy of the XML file. (See Fig 3)
	## A sample downloaded XML file is shown in Fig 4.		## A sample downloaded XML file is shown in Fig 4.

Khkoh: /* Extraction and Packaging of Invoice Data */

2025-03-24T10:23:47Z

Extraction and Packaging of Invoice Data

Khkoh: /* Extraction and Packaging of Invoice Data */

2025-03-24T10:22:26Z

Extraction and Packaging of Invoice Data

← Older revision		Revision as of 18:22, 24 March 2025
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	==Extraction and Packaging of Invoice Data==		==Extraction and Packaging of Invoice Data==

			=== Invoice Data Preparation ===
	# All invoice data (sales and purchase) are prepared in the Highnix ERP system under the '''Sales Management''' and '''Purchasing Management''' modules, respectively. Each module has its own '''Invoice Preparation User Interface (UI)'''. (See Fig 1)		# All invoice data (sales and purchase) are prepared in the Highnix ERP system under the '''Sales Management''' and '''Purchasing Management''' modules, respectively. Each module has its own '''Invoice Preparation User Interface (UI)'''. (See Fig 1)
	# Once the sales or purchase invoice is prepared, the user will be prompted with the next steps, along with multiple options. (See Fig 2) Currently, there are two formats available for sending invoices to the InvoiceNow network via Banqup's Access Point:		# Once the sales or purchase invoice is prepared, the user will be prompted with the next steps, along with multiple options. (See Fig 2) Currently, there are two formats available for sending invoices to the InvoiceNow network via Banqup's Access Point:
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	## '''Send Sales Invoice to Customer and C5 (IRAS) via Peppol''': This option enables the user to send the invoice through the InvoiceNow network to both the customer and C5.		## '''Send Sales Invoice to Customer and C5 (IRAS) via Peppol''': This option enables the user to send the invoice through the InvoiceNow network to both the customer and C5.
	## '''Send Sales Invoice to IRAS Only via Peppol''': This option is for cases where the recipient of the invoice does not have a Peppol account. The GST-registered entity (user) is responsible for sending a copy of the invoice to C5 via the Peppol network. When this option is selected, the invoice is first uploaded to the Access Point (AP) and then sent to C5 only.		## '''Send Sales Invoice to IRAS Only via Peppol''': This option is for cases where the recipient of the invoice does not have a Peppol account. The GST-registered entity (user) is responsible for sending a copy of the invoice to C5 via the Peppol network. When this option is selected, the invoice is first uploaded to the Access Point (AP) and then sent to C5 only.
	# Highnix users do not have direct access to raw invoice data or XML file formats within the Highnix system~~, as~~ invoice data is processed and converted in the Banqup system. However, users can generate a list of invoices and credit notes via the Highnix analytic report module under the '''C5 Reports Option'''.
			=== Extraction and Packaging ===
			#Highnix users do not have direct access to raw invoice data or XML file formats within the Highnix system to package it and send to C5. This is becaues the invoice data is processed and converted in the Banqup system. However, users can generate a list of invoices and credit notes via the Highnix analytic report module under the '''C5 Reports Option'''.
	# If users wish to obtain a copy of their sent invoices in XML format, they can follow these steps:		# If users wish to obtain a copy of their sent invoices in XML format, they can follow these steps:
	## Log in to Banqup using your account credentials and navigate to:		## Log in to Banqup using your account credentials and navigate to:
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	## Under the '''Download''' tab, click to download a copy of the XML file. (See Fig 3)		## Under the '''Download''' tab, click to download a copy of the XML file. (See Fig 3)
	## A sample downloaded XML file is shown in Fig 4.		## A sample downloaded XML file is shown in Fig 4.
	# Users can also request Highnix support team to retrieve the xml files from Banqup on their bahalf. As this involved additional ~~technical~~ work, the work ~~done~~ is chargeble.<br />		# Users can also request Highnix support team to retrieve the xml files from Banqup on their bahalf. As this involved additional admin work, the work is chargeble.<br />
	[[File:C5 invoice UI.png\|thumb\|800x800px\|left\|Fig 1. User Interface of Invoice Preparation.]]		[[File:C5 invoice UI.png\|thumb\|800x800px\|left\|Fig 1. User Interface of Invoice Preparation.]]

Khkoh at 10:15, 24 March 2025

2025-03-24T10:15:16Z

← Older revision		Revision as of 18:15, 24 March 2025
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	# All invoice data (sales and purchase) are prepared in the Highnix ERP system under the '''Sales Management''' and '''Purchasing Management''' modules, respectively. Each module has its own '''Invoice Preparation User Interface (UI)'''. (See Fig 1)		# All invoice data (sales and purchase) are prepared in the Highnix ERP system under the '''Sales Management''' and '''Purchasing Management''' modules, respectively. Each module has its own '''Invoice Preparation User Interface (UI)'''. (See Fig 1)
	# Once the sales or purchase invoice is prepared, the user will be prompted with the next steps, along with multiple options. (See Fig 2) Currently, there are two formats available for sending invoices to the InvoiceNow network via Banqup's Access Point:		# Once the sales or purchase invoice is prepared, the user will be prompted with the next steps, along with multiple options. (See Fig 2) Currently, there are two formats available for sending invoices to the InvoiceNow network via Banqup's Access Point:
	## PINT		## PINT
	## BIS		## BIS
	# Each format offers the following three sending options:		# Each format offers the following three sending options:
	## '''Send Sales Invoice Only via Peppol''': This option allows the user to send invoices to the customer only.		## '''Send Sales Invoice Only via Peppol''': This option allows the user to send invoices to the customer only.
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	## Under the '''Download''' tab, click to download a copy of the XML file. (See Fig 3)		## Under the '''Download''' tab, click to download a copy of the XML file. (See Fig 3)
	## A sample downloaded XML file is shown in Fig 4.		## A sample downloaded XML file is shown in Fig 4.
			# Users can also request Highnix support team to retrieve the xml files from Banqup on their bahalf. As this involved additional technical work, the work done is chargeble.<br />



	[[File:C5 invoice UI.png\|thumb\|800x800px\|left\|Fig 1. User Interface of Invoice Preparation.]]		[[File:C5 invoice UI.png\|thumb\|800x800px\|left\|Fig 1. User Interface of Invoice Preparation.]]

Khkoh: /* Extraction and Packaging Of Invoice Data */

2025-03-24T09:46:25Z

Extraction and Packaging Of Invoice Data

← Older revision		Revision as of 17:46, 24 March 2025
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	__FORCETOC__		__FORCETOC__

	==Extraction and Packaging Of Invoice Data==		==Extraction and Packaging of Invoice Data==

			# All invoice data (sales and purchase) are prepared in the Highnix ERP system under the '''Sales Management''' and '''Purchasing Management''' modules, respectively. Each module has its own '''Invoice Preparation User Interface (UI)'''. (See Fig 1)
			# Once the sales or purchase invoice is prepared, the user will be prompted with the next steps, along with multiple options. (See Fig 2) Currently, there are two formats available for sending invoices to the InvoiceNow network via Banqup's Access Point:
			## PINT
			## BIS
			# Each format offers the following three sending options:
			## '''Send Sales Invoice Only via Peppol''': This option allows the user to send invoices to the customer only.
			## '''Send Sales Invoice to Customer and C5 (IRAS) via Peppol''': This option enables the user to send the invoice through the InvoiceNow network to both the customer and C5.
			## '''Send Sales Invoice to IRAS Only via Peppol''': This option is for cases where the recipient of the invoice does not have a Peppol account. The GST-registered entity (user) is responsible for sending a copy of the invoice to C5 via the Peppol network. When this option is selected, the invoice is first uploaded to the Access Point (AP) and then sent to C5 only.
			# Highnix users do not have direct access to raw invoice data or XML file formats within the Highnix system, as invoice data is processed and converted in the Banqup system. However, users can generate a list of invoices and credit notes via the Highnix analytic report module under the '''C5 Reports Option'''.
			# If users wish to obtain a copy of their sent invoices in XML format, they can follow these steps:
			## Log in to Banqup using your account credentials and navigate to:
			### The '''Accounts Receivable''' tab for Sales Invoices.
			### The '''Accounts Payable''' tab for Supplier Invoices.
			## Select the sent invoice and click on it.
			## Under the '''Download''' tab, click to download a copy of the XML file. (See Fig 3)
			## A sample downloaded XML file is shown in Fig 4.

	# All the invoice data (sales and purchase) are prepared on Highnix ERP system Sales Management and Purchasing Manage Modules respectively. Each module has its Invoice Preparation User Interface (UI). See Fig1 below.
	# After the sales invoice or purchase invoice are prepared, user will be prompted to the next step along with many options (Fig 2). Currently, there are 2 formats, PINT and BIS, available to send the Invoices to InvoiceNow Network via the Access Point which is Banqup. Aside other options, there are 3 options under each of the formats.
	~~## '''Send Sales Invoice Only via Peppol:''' This is to allow user to send the invoices to the customer only.~~
	~~## '''Send Sales Invoice to Customer and C5 (IRAS) via Peppol''': This option allows user to send the invoice via the InvoiceNow network to the customer as well as C5.~~
	## '''Send Sales Invoice to IRAS Only via Peppol''': This option is for users' customers (recipient of the invoice) who do not have Peppol account. The user who is the GST registered entity is responsible to send a copy of the invoice to C5 via Peppol network. When user click on this option, the invoice will first upload to the AP and then the Invoice will be sent to C5 only.
	# Highnix users will not have access to the raw invoice Data or xml file formats on Highnix System as the invoice data are converted in Banqup system. The list of invoice or credit notes can be generated via Highnix analytic report modules under '''C5 Reports Option.''' However, if user likes to obtain a copy of the xml file, then follow the following steps to obtain a copy of their SENT invoices.
	~~## the user can login to Banqup using their account ID, click on the Account Receivable tab (for Sales Invoice) or Account Payable tab (for Supplier Invoice).~~
	~~## Select the invoice which has benn sent and click on it.~~
	~~## Under the Download tab, click on it and you will be able to download a copy of the XML file. (Fig 3)~~
	~~## A downloaded xml file sample is as shown in Fig 4.~~

Khkoh at 09:45, 24 March 2025

2025-03-24T09:45:24Z

← Older revision		Revision as of 17:45, 24 March 2025
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	## '''Send Sales Invoice to Customer and C5 (IRAS) via Peppol''': This option allows user to send the invoice via the InvoiceNow network to the customer as well as C5.		## '''Send Sales Invoice to Customer and C5 (IRAS) via Peppol''': This option allows user to send the invoice via the InvoiceNow network to the customer as well as C5.
	## '''Send Sales Invoice to IRAS Only via Peppol''': This option is for users' customers (recipient of the invoice) who do not have Peppol account. The user who is the GST registered entity is responsible to send a copy of the invoice to C5 via Peppol network. When user click on this option, the invoice will first upload to the AP and then the Invoice will be sent to C5 only.		## '''Send Sales Invoice to IRAS Only via Peppol''': This option is for users' customers (recipient of the invoice) who do not have Peppol account. The user who is the GST registered entity is responsible to send a copy of the invoice to C5 via Peppol network. When user click on this option, the invoice will first upload to the AP and then the Invoice will be sent to C5 only.
	# Highnix users will not have access to the raw invoice Data or xml file formats on Highnix System as the invoice data are converted in Banqup system. The list of invoice or credit notes can be generated via ~~the~~ analytic report modules. However, if user likes to obtain a copy of the xml file, then follow the following steps to obtain a copy of their SENT invoices.		# Highnix users will not have access to the raw invoice Data or xml file formats on Highnix System as the invoice data are converted in Banqup system. The list of invoice or credit notes can be generated via Highnix analytic report modules under '''C5 Reports Option.''' However, if user likes to obtain a copy of the xml file, then follow the following steps to obtain a copy of their SENT invoices.
	## the user can login to Banqup using their account ID, click on the Account Receivable tab (for Sales Invoice) or Account Payable tab (for Supplier Invoice).		## the user can login to Banqup using their account ID, click on the Account Receivable tab (for Sales Invoice) or Account Payable tab (for Supplier Invoice).
	## Select the invoice which has benn sent and click on it.		## Select the invoice which has benn sent and click on it.
	## Under the Download tab, click on it and you will be able to download a copy of the XML file. (Fig 3)		## Under the Download tab, click on it and you will be able to download a copy of the XML file. (Fig 3)
	## A downloaded xml file is as shown in Fig 4.		## A downloaded xml file sample is as shown in Fig 4.

Khkoh at 09:43, 24 March 2025

2025-03-24T09:43:24Z

← Older revision		Revision as of 17:43, 24 March 2025
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	## Under the Download tab, click on it and you will be able to download a copy of the XML file. (Fig 3)		## Under the Download tab, click on it and you will be able to download a copy of the XML file. (Fig 3)
	## A downloaded xml file is as shown in Fig 4.		## A downloaded xml file is as shown in Fig 4.
	~~[[File:C5 xml sample.png\|left\|thumb\|800x800px\|Fig 4]]~~


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	[[File:C5 Banqup xml download.png\|left\|thumb\|800x800px\|Fig 3.]]		[[File:C5 Banqup xml download.png\|left\|thumb\|800x800px\|Fig 3.]]

			[[File:C5 xml sample.png\|left\|thumb\|800x800px\|Fig 4]]

Khkoh at 09:43, 24 March 2025

2025-03-24T09:43:09Z

← Older revision		Revision as of 17:43, 24 March 2025
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	# Highnix users will not have access to the raw invoice Data or xml file formats on Highnix System as the invoice data are converted in Banqup system. The list of invoice or credit notes can be generated via the analytic report modules. However, if user likes to obtain a copy of the xml file, then follow the following steps to obtain a copy of their SENT invoices.		# Highnix users will not have access to the raw invoice Data or xml file formats on Highnix System as the invoice data are converted in Banqup system. The list of invoice or credit notes can be generated via the analytic report modules. However, if user likes to obtain a copy of the xml file, then follow the following steps to obtain a copy of their SENT invoices.
	## the user can login to Banqup using their account ID, click on the Account Receivable tab (for Sales Invoice) or Account Payable tab (for Supplier Invoice).		## the user can login to Banqup using their account ID, click on the Account Receivable tab (for Sales Invoice) or Account Payable tab (for Supplier Invoice).
	## Select the invoice ~~already~~ sent and click on it.		## Select the invoice which has benn sent and click on it.
			## Under the Download tab, click on it and you will be able to download a copy of the XML file. (Fig 3)
			## A downloaded xml file is as shown in Fig 4.
			[[File:C5 xml sample.png\|left\|thumb\|800x800px\|Fig 4]]


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	[[File:C5 invoice options.png\|thumb\|800x800px\|left\|Fig 2]]		[[File:C5 invoice options.png\|thumb\|800x800px\|left\|Fig 2]]

	[[File:C5 Banqup xml download.png\|left\|thumb\|800x800px]]		[[File:C5 Banqup xml download.png\|left\|thumb\|800x800px\|Fig 3.]]

Khkoh at 09:32, 24 March 2025

2025-03-24T09:32:23Z

← Older revision		Revision as of 17:32, 24 March 2025
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	## the user can login to Banqup using their account ID, click on the Account Receivable tab (for Sales Invoice) or Account Payable tab (for Supplier Invoice).		## the user can login to Banqup using their account ID, click on the Account Receivable tab (for Sales Invoice) or Account Payable tab (for Supplier Invoice).
	## Select the invoice already sent and click on it.		## Select the invoice already sent and click on it.
	~~[[File:C5 Banqup xml download.png\|left\|thumb\|800x800px]]~~


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	[[File:C5 invoice options.png\|thumb\|800x800px\|left\|Fig 2]]		[[File:C5 invoice options.png\|thumb\|800x800px\|left\|Fig 2]]

			[[File:C5 Banqup xml download.png\|left\|thumb\|800x800px]]

← Older revision		Revision as of 18:23, 24 March 2025
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	=== Invoice Data Preparation ===		=== Invoice Data Preparation ===
	# All invoice data (sales and purchase) are prepared in the Highnix ERP system under the '''Sales Management''' and '''Purchasing Management''' modules, respectively. Each module has its own '''Invoice Preparation User Interface (UI)'''. (See Fig 1)		# All invoice data (sales and purchase) are prepared in the Highnix ERP system under the '''Sales Management''' and '''Purchasing Management''' modules, respectively. Each module has its own '''Invoice Preparation User Interface (UI)'''. (See Fig 1)
	# Once the sales or purchase invoice is prepared, the user will be prompted with the next steps, along with multiple options. (See Fig 2) Currently, ~~there are~~ two formats available for sending invoices to the InvoiceNow network via Banqup's Access Point:		# Once the sales or purchase invoice is prepared, the user will be prompted with the next steps, along with multiple options. (See Fig 2) Currently, two formats are available for sending invoices to the InvoiceNow network via Banqup's Access Point:
	## PINT		## '''PINT'''
	## BIS		## '''BIS'''
	# Each format offers the following three sending options:		# Each format offers the following three sending options:
	## '''Send Sales Invoice Only via Peppol''': This option allows the user to send invoices to the customer only.		## '''Send Sales Invoice Only via Peppol''': This option allows the user to send invoices to the customer only.
	## '''Send Sales Invoice to Customer and C5 (IRAS) via Peppol''': This option enables the user to send the invoice through the InvoiceNow network to both the customer and C5.		## '''Send Sales Invoice to Customer and C5 (IRAS) via Peppol''': This option enables the user to send the invoice through the InvoiceNow network to both the customer and C5.
	## '''Send Sales Invoice to IRAS Only via Peppol''': This option ~~is for cases where~~ the recipient of the invoice does not have a Peppol account. The GST-registered entity (user) is responsible for sending a copy of the invoice to C5 via the Peppol network. When this option is selected, the invoice is first uploaded to the Access Point (AP) and then sent to C5 only.		## '''Send Sales Invoice to IRAS Only via Peppol''': This option applies when the recipient of the invoice does not have a Peppol account. The GST-registered entity (user) is responsible for sending a copy of the invoice to C5 via the Peppol network. When this option is selected, the invoice is first uploaded to the Access Point (AP) and then sent to C5 only.

	=== Extraction and Packaging ===		=== Extraction and Packaging ===
	#Highnix users do not have direct access to raw invoice data or XML file formats within the Highnix system ~~to package it~~ and ~~send~~ to C5. This is ~~becaues the~~ invoice data is processed and converted in the Banqup system. However, users can generate a list of invoices and credit notes via the Highnix analytic report module under the '''C5 Reports Option'''.		# Highnix users do not have direct access to raw invoice data or XML file formats within the Highnix system for packaging and submission to C5. This is because invoice data is processed and converted in the Banqup system. However, users can generate a list of invoices and credit notes via the Highnix analytic report module under the '''C5 Reports Option'''.
	# If users wish to obtain a copy of their sent invoices in XML format, they can follow these steps:		# If users wish to obtain a copy of their sent invoices in XML format, they can follow these steps:
	## Log in to Banqup using your account credentials and navigate to:		## Log in to Banqup using your account credentials and navigate to:
Line 22:		Line 22:
	## Under the '''Download''' tab, click to download a copy of the XML file. (See Fig 3)		## Under the '''Download''' tab, click to download a copy of the XML file. (See Fig 3)
	## A sample downloaded XML file is shown in Fig 4.		## A sample downloaded XML file is shown in Fig 4.
	# Users can also request Highnix support team to retrieve ~~the xml~~ files from Banqup on their ~~bahalf~~. As this ~~involved~~ additional ~~admin~~ work, the ~~work~~ is ~~chargeble~~.<br />		# Users can also request the Highnix support team to retrieve XML files from Banqup on their behalf. As this involves additional administrative work, the service is chargeable.<br />

	[[File:C5 invoice UI.png\|thumb\|800x800px\|left\|Fig 1. User Interface of Invoice Preparation.]]		[[File:C5 invoice UI.png\|thumb\|800x800px\|left\|Fig 1. User Interface of Invoice Preparation.]]