myDATA AADE Connector Module – Connect Perfex CRM Invoices with Greek taxation system
$49.00
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Introduction
I recently had the opportunity to try out the myDATA AADE Connector Module, a plugin designed to connect Perfex CRM invoices with the Greek taxation system. As a business owner with operations in Greece, I was excited to see how this module would help streamline my accounting and tax processes. In this review, I’ll share my experience with the module, highlighting its features, ease of use, and overall value.
Features and Functionality
The myDATA AADE Connector Module is a comprehensive solution that enables seamless synchronization between Perfex CRM invoices and the myDATA system, a platform provided by the Greek Tax Authority (ΑΑΔΕ). The module is designed to automate the process of creating and updating invoices in myDATA, ensuring accurate and timely reporting.
One of the standout features of this module is its ability to handle various tax scenarios, including different VAT classes and numerical invoice formats. The module also provides detailed logging, allowing users to track its synchronization actions with AADE.
Installation and Configuration
Installing and configuring the myDATA AADE Connector Module was a breeze. The module comes with a comprehensive documentation package, which includes step-by-step instructions for installation, configuration, and troubleshooting. I was able to set up the module in a matter of minutes, with no coding required.
Performance and Reliability
During my testing, the module performed flawlessly, synchronizing invoices with myDATA without any issues. The module’s ability to handle various tax scenarios and formats was impressive, and I appreciated the detailed logging feature, which provided me with a clear understanding of the module’s actions.
Support and Updates
The module’s support team is responsive and knowledgeable, with a support ticket system that ensures prompt assistance. The module also receives regular updates, which is essential for maintaining compatibility with the latest versions of Perfex CRM and myDATA.
Conclusion
Overall, I’m extremely satisfied with the myDATA AADE Connector Module. Its ease of use, comprehensive documentation, and reliable performance make it an excellent choice for businesses operating in Greece. The module’s ability to handle various tax scenarios and formats is impressive, and I appreciate the detailed logging feature, which provides transparency and accountability.
Rating: 4.14
I would highly recommend the myDATA AADE Connector Module to any business owner or accountant looking to streamline their accounting and tax processes in Greece. With its ease of use, reliability, and comprehensive features, this module is an excellent investment for any business.
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Introduction
As a business using Perfex CRM, managing invoices and taxes can be a complex and time-consuming task. The myDATA AADE Connector Module, developed by AADE Hellas, provides a convenient solution to connect your Perfex CRM invoices with the Greek taxation system. With this tutorial, you'll learn how to set up the connector module and automate the process of generating and sending invoices to the Greek authorities.
Prerequisites
Before starting this tutorial, make sure you have the following:
- Perfex CRM installation: You have a licensed copy of Perfex CRM installed on your server.
- myDATA AADE Connector Module installation: You have installed the myDATA AADE Connector Module on your Perfex CRM instance.
- AADE Hellas account: You have registered an account with AADE Hellas and obtained a connection ID.
- Basic knowledge of Perfex CRM and AADE services: Familiarity with Perfex CRM and basic understanding of AADE services is assumed.
Setting up the myDATA AADE Connector Module
In this tutorial, we will guide you through the configuration process of the myDATA AADE Connector Module for Perfex CRM. We will cover the following topics:
- Login and Authentication: How to log in to the Connector Module and authenticate with the AADE Hellas account.
- Integration Settings: How to set up the integration settings to connect your Perfex CRM instance with the AADE Hellas account.
- Invoice Generation and Sending: How to configure the module to generate and send invoices to the Greek taxation system.
Step 1: Login and Authentication
To start, go to your Perfex CRM instance and navigate to Settings > myDATA AADE Connector. Log in to the Connector Module using your AADE Hellas account credentials (username and password).
Click on the Login button to authenticate with your AADE Hellas account.
Step 2: Integration Settings
In the Integration Settings section, you will need to set up the connection between your Perfex CRM instance and the AADE Hellas account.
- Enter your Connection ID, which was provided by AADE Hellas during your account registration.
- Select the Tax Registry Number (Α.Ε.Π.Π.) that your company is registered under in the Greek taxation system.
- Choose the Invoice Sending Method: Whether you want to send the invoices manually or automatically at a set interval (daily, weekly, etc.).
Step 3: Invoice Generation and Sending
In this section, we will configure the module to generate and send invoices to the Greek taxation system.
- Invoice Fields: Map the Perfex CRM invoice fields to the corresponding AADE Hellas fields. This ensures that the invoices are generated correctly and contain the required information.
- Sending Options: Choose the options for sending the invoices: whether to send them digitally or physically, and set the Sending Date and Time.
- Invoice Status: Choose the status of the generated invoices in Perfex CRM (e.g., 'Sent', 'Pending').
Testing the Connection and Sending Invoices
To test the connection and verify that the invoices are generated and sent correctly, create a sample invoice in Perfex CRM and try to send it through the Connector Module. Check the AADE Hellas portal to confirm receipt of the invoice.
Troubleshooting and Debugging
In case you encounter any issues during the setup or sending process, refer to the myDATA AADE Connector Module troubleshooting guide for common errors and solutions.
Conclusion
Congratulations! You have now successfully set up the myDATA AADE Connector Module for Perfex CRM to connect your invoices with the Greek taxation system. Remember to regularly check the connector module logs for any updates or errors and adjust your settings accordingly.
By automating the process of generating and sending invoices to the Greek taxation system, you can streamline your accounting workflow, reduce errors, and ensure compliance with Greek taxation regulations.
Here is the example:
Company mydata_aade.enabled=true
Authentication mydata_aade.endpoint=https://api.mydata.gr/v1 mydata_aade.clientId=YOUR_CLIENT_ID_HERE mydata_aade.clientSecret=YOUR_CLIENT_SECRET_HERE mydata_aade.username=YOUR_USERNAME_HERE mydata_aade.password=YOUR_PASSWORD_HERE
Currency mydata_aade.currency=Greece (100, as per Greek EUR symbol code)
Posting Rules mydata_aade.invoicePostingRule.invoiceNumber=Invoice Number,MY_INVOICE_NUMBER_KEY mydata_aade.invoicePostingRule.invoiceAmount=Amount,MY_AMMOUNT_KEY mydata_aade.invoicePostingRule.exchangeRate=Conversion Rate,MY_EXCHANGE_RATE_KEY mydata_aade.invoicePostingRule.dateFormat=yyyy-MM-dd
Taxation Rule mydata_aade.taxationRule.taxCalculation=VAT,Sunodi mydata_aade.taxationRule.valueAddedTaxRate=12%
Invoice Mapping mydata_aade.invoiceMapping.id=MY_PERFEX_INVOICE_ID mydata_aade.invoiceMapping.dateCreation=Invoice Date, MY_DATE_CREATED_KEY mydata_aade.invoiceMapping.dateModified=Last Mod.,MY_DATE_MODIFIED_KEY mydata_aade.invoiceMapping.customerName=Cusname,MY_PERFEX_CUSTOMER_NAME mydata_aade.invoiceMapping.billToAddressName=Addressee,M y_PERFEX_ADDRESS_NAME mydata_aade.invoiceMapping.partyNumber=CuspartyName,M y_PERFEX_CUSTOMER_PARTYNUMBER
Here are the features of the myDATA AADE Connector Module:
- Complete synchronization: Synchronizes Perfex CRM invoices with the Greek Tax Authority's system, myDATA, through myDATA REST API.
- Three-part documentation: Includes a complete documentation of three parts: module installation, configuration, and detailed myDATA REST API documentation.
- myDATA REST API subscription: Requires a myDATA REST API subscription account from AADE to sync invoices.
- After_invoice_added hook: Uses the after_invoice_added hook of Perfex CRM's core to monitor new invoice creation.
- Dynamic options: Offers dynamic options regarding taxes and works for all invoice actions.
- Handles VAT classes: Handles the most popular Greek VAT classes.
- Works with numerical invoices: Works with numerical invoices format.
- Detailed logging area: Records synchronization actions with AADE in a detailed logging area.
- Sneak-peek of invoice synchronization: Provides a sneak-peek of creating and cancelling an invoice synchronization with myDATA.
- No coding required: Absolutely no coding is needed; just follow the instructions to install and activate the module.
- Support area: Offers a support area where you can raise a ticket and get assistance from the support department.
- Updates and changelog: Provides updates and changelog information for the module.
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