The Outgoing Documents Report in Singapore Localization with Sage Intacct provides organizations with a centralized view of all electronic documents sent through the InvoiceNow (Peppol) network. It enables finance teams to monitor document transmission, track processing statuses, and review customer responses, ensuring smooth management of outbound e-Invoicing transactions.
This report offers comprehensive filtering options, allowing users to search documents based on document dates, customer codes, source modules, document types, Peppol statuses, IRAS statuses, and response statuses. It also provides an Export to Excel feature for reporting, reconciliation, and audit purposes.
New Stuff: Simplifying Singapore e-invoicing with Aggregate Transactions in Sage Intacct
In this blog, we will discuss the Outgoing Documents Report feature in Singapore Localization with Sage Intacct, its filtering capabilities, document tracking features, and how it helps organizations monitor the complete lifecycle of outgoing InvoiceNow (Peppol) documents.
Outgoing Documents Report Process in Sage Intacct
The Outgoing Documents Report allows users to retrieve and monitor outbound documents in a few simple steps.
1. Navigate to the Singapore e-Invoice Module
Open the Outgoing Documents Report from the Singapore e-Invoice menu.
2. Select the Document Date Range
Specify the period for which you want to retrieve outgoing documents.This helps users generate reports for a specific business period.
Configure:
- From Document Date
- To Document Date
3. Select Customer Range
Filter documents based on customer codes. This allows users to generate reports for individual customers or a range of customers.
Configure:
- From Customer Code
- To Customer Code
4. Select Source Module
Choose one or more source modules from which documents should be retrieved.
Available modules include:
- AR (Accounts Receivable)
- OE (Order Entry)
- AP (Accounts Payable)
- PO (Purchase Orders)
5. Select Document Type
Choose the document types to include in the report.
Available options include:
- Invoice
- Debit Note
- Credit Note
This enables users to retrieve only the required document categories.
6. Filter by Peppol Status
Monitor document transmission status using Peppol status filters. These filters help identify successfully transmitted documents as well as documents requiring attention.
7. Filter by IRAS Status
Track document processing status within IRAS. This helps organizations monitor regulatory processing and compliance.
Available options include:
- Not Applicable
- Not Sent
- In Process
- Successful
- Rejected
8. Filter by Response Status
Review recipient responses using the Response Status filter. This provides visibility into the recipient’s interaction with the electronic document.
Available statuses include:
- None
- Acknowledged
- In Process
- Rejected
- Accepted
- Paid
9. Export Report
Click Export to Excel to download the filtered report.
Benefits of the Outgoing Documents Report
The Outgoing Documents Report offers several advantages, including:
- Centralized monitoring of all outgoing InvoiceNow (Peppol) documents
- Quick identification of failed or pending transmissions
- Easy tracking of Peppol, IRAS, and recipient response statuses
- Flexible filtering by customer, module, document type, and date
- Simplified reporting through Excel export
- Reduced manual effort in tracking document statuses