SOLUTIONS FOR MEXICO
Proved solutions to achieve your goals
The solutions we offer have been successfully implemented with customers from different business sectors
INVOICE RECEPTION PORTAL
The tax authorities have been pushing taxpayers to be part of the inspection process, not only for the documents received but also for the fiscal situation of the suppliers (i.e. SAT blacklist, EFOS/EDOS, materiality). Failing on this endeavor would convert the supplier cost into non-deductible and non-creditable expenses.
Our cloud-based solution includes a safe electronic portal for the suppliers, in which they can upload their fiscal documents where a set of fiscal and business validations ensures only valid documents are processed into Customer systems. Our expertise with SAP ensures a full integration to validate against Purchase Order and material reception records while ensuring UUID is stored in standard SAP fields to leverage other ACR standard functionality, such as electronic Accounting.
Our solution keeps suppliers notified during the complete process, including a payment remittance to help them prepare a Payment Receipt CFDi aligned with the payment done.
Our solution automates the reception, validation, and processing of the invoices until the posting of the document in the ERP, as well as flag the documents outside of the thresholds for exception’s management
ELECTRONIC INVOICING
Legislation in México requires that all fiscal documents be presented to tax authorities and electronically sealed before those can be processed by taxpayers.
This means that every single Invoice, Credit Note, Debit Note, and even the reception of payments must be certified before the tax authorities. Depending on the line of business some supplements need to be added (i.e. International Commerce, Carta Porte, Airlines, Fiscal Legends, and Public Attorney, among others); additionally, the usage of multiple government catalogs and complex validations must be applied.
Our strong SAP knowledge allows us to extract the data or configure S/4HANA to prepare the XMLs or eDocuments for the CFDi.
Benefits. Whether your SAP configuration has a standard CFDi implemented or not, our certified consultants can develop the information extraction, as well as the constantly changing catalogs and validations required to prepare the CFDi XML including the supplements and addenda required by the business. Besides the certification of documents before the tax authorities, our solution updates UUID in the SAP document, while the certified document is stored in our cloud fiscal vault. The metadata of these documents can later be used for reconciliation and our eAccounting Solution.
ELECTRONIC ACCOUNTING
Since July 2014, taxpayers must present on a monthly basis this requirement to Tax Authorities.
Derived from the complexity of complying with the journal entries report, a large number of taxpayers sought protection against this obligation. The Supreme Court of Justice declined the protections in this sense, returning today more than ever to achieve full compliance with this obligation.
​
Either if your organization works with S/4HANA or other legacy versions, our team of experts can ensure all different modules are saving the UUID in each transaction so either the ACR module is leveraged or the solution is developed directly in SAP to ensure compliance and keep all information within the system of record.
​
INVOICE CANCELLATION AUTOMATION
CanPro 4.0
Since CFDi 3.3, canceling an invoice requires approval from the receiving taxpayer. The process is performed through the official SAT portal (Buzón Tributario). The process is manual, time-consuming, and requires the use of the eFirma to complete the process.
CanPro 4.0 is a Cloud-based solution that expedites this process by the integration with SAT portal and customer ERP, and the application of business rules to automatically accept or reject the cancellation request from the supplier.
