In our previous blog, we discussed the AR Adjustment Tax Reports in Singapore with Sage Intacct, which is part of the Accounts Receivable Module. In today’s blog, we will provide a detailed overview of the Outgoing Document Processing in Singapore with Sage Intacct ERP.
Outgoing document processing in Singapore refers to the automated handling of business documents such as invoices, credit notes, and debit notes while following IRAS and Peppol rules. These documents are created in ERP or accounting systems, checked for required tax and business details, given a unique ID (UUID), and converted into the correct format like Peppol BIS before being sent.
When Peppol is used, documents are sent through approved Peppol Access Points. If Peppol is not applicable, other delivery methods are used. Separating document types, choosing the correct transmission method, and keeping proper audit logs help businesses track documents easily, stay compliant, handle errors smoothly, and maintain accurate, tax-ready records in Singapore’s digital invoicing system.
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In this blog, we are going to discuss about the Outgoing Document Processing in Singapore with sage Intacct.
The Outgoing Document Processing screen helps users manage and send business documents such as invoices, credit notes, and debit notes in an organized way. Users start by selecting filters like transaction type, source module, document date range, customer, document type, and current status. Clicking the Retrieve button shows only the documents that match the selected criteria.
After the documents are displayed, the system automatically checks the Peppol status of each record. Only documents with a status of “Not Sent” or “Error” show a checkbox, allowing users to select them for submission. Documents with other statuses cannot be selected, which helps prevent duplicate sending and ensures data accuracy.
Users can review the eligible records, select the required documents, and click Send Selected to submit them to Peppol. Once the documents are sent, a confirmation message “No of document(s) processed.” is shown, clearly indicating how many records were submitted.
Since Peppol processing may take some time, users can use the Refresh Statuses button to check the latest status of the sent documents. The system updates the status in the list without needing to re-submit the records.
After the refresh is completed, users see a message “Process Complete. The Status has changed for No of document(s).” This step-by-step process gives users better control, clear visibility, and confidence while managing outgoing documents in the Peppol workflow.
The Outgoing Document Processing feature makes it easy for businesses to send and monitor documents through Peppol. It allows users to send only valid documents, clearly see their status, and track progress without manual follow-ups. By reducing errors and manual work, this process helps businesses stay compliant with IRAS and Peppol rules while maintaining accurate, audit-ready records and improving overall invoicing efficiency.
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Greytrix – a globally recognized and one of the oldest Sage Development Partner is a one-stop solution provider for Sage ERP and Sage CRM organizational needs. Being acknowledged and rewarded for multi-man years of experience and expertise, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation competence.
Greytrix has a wide product range for Sage Intacct- a Cloud ERP. This includes migrations from QuickBooks | Sage 50 | Sage 100 | Sage 300 to Sage Intacct. Our unique GUMU™ integrations include Sage Intacct for Sage CRM | Salesforce | FTP/SFTP | Rev.io | Checkbook | Dynamics 365 CRM | Magento | Rent Manager | Treez | Avalara Avatax | Blackline SFTP. We also offer best-in-class Sage Intacct Development Services, Consulting services, integrated apps like POS | WMS | Payroll | Shipping System | Business Intelligence | eCommerce for Sage Intacct to Sage business partners, resellers, and Sage PSG worldwide. Greytrix constantly develops apps, products, and add-ons to enhance user experience. Sage Intacct add-ons include AR Lockbox File Processing.
Greytrix GUMU™ integration for Sage CRM – Sage Intacct, Sales Commission App for Sage Intacct, and Checkbook.io ACH/Digital Check Payments for Sage powered by GUMU™ are listed on Sage Intacct Marketplace.
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