Finance and Sales
e-Documents
e-Invoice, e-Archive, e-Despatch and e-SMM through your organization's own Uyumsoft account; incoming invoices are fetched automatically and invoices are posted to Accounting as vouchers.
e-Documents
How It Works
Connect
Enter your organization's Uyumsoft account and confirm the taxpayer profile; only the document types you need are enabled.
Prepare and send
Draft and validate the document; optionally put sending behind an approval step in the process designer.
Track and record
Follow the status, answer incoming invoices and post them to accounting.
Features
What You Can Do
- Each organization connects its own Uyumsoft account; the password is stored encrypted and the connection can be tested.
- Prepare invoices in a document-style editor; if the buyer is not an e-Invoice user, it goes out as e-Archive.
- VAT, withholding and exemption codes are checked line by line for sales, return, withholding and exempt invoices.
- Validate and preview before sending; sending can require an approval step.
- Outgoing document status is refreshed regularly and the PDF can be downloaded; e-Archive invoices can be cancelled within 8 days.
- Incoming invoices arrive automatically or with Fetch Incoming; accept or reject commercial invoices within 8 days.
- With Accounting enabled, sent invoices are posted as journal vouchers automatically; incoming ones wait in a posting queue with a suggested account, or post on acceptance when a supplier rule exists.
- Look up taxpayers by tax ID on party cards and link them to customer records.
- Issue e-Despatch notes and e-SMM; a draft invoice can be opened from a despatch note.
- The dashboard shows drafts, documents awaiting approval, failed ones, incoming invoices awaiting a reply and this month's totals.
Common Questions
Yes. In Kolekto's e-Documents module you accept or reject a commercial invoice within 8 days of its invoice date; once that window has passed, it can no longer be rejected. Invoices issued under the basic invoice scenario cannot be rejected.
Kolekto's e-Documents module checks at sending time whether the buyer is registered for e-Invoice; if not, the document goes out as an e-Archive invoice with the e-Archive series prefix. For online sales the buyer's email address is required for e-Archive, and a sent e-Archive invoice can be cancelled within 8 days.
The e-Documents module works with Uyumsoft; each organization connects its own Uyumsoft account. e-Invoices, e-Archive invoices, e-Despatch notes and e-SMM are issued in the same module; incoming invoices are fetched automatically, commercial invoices can be accepted or rejected and invoices are posted to Accounting as vouchers.
Tenant isolation is enforced in three layers: every query is scoped to the organization and that rule is verified by automated checks before releases; files live in a fully private bucket and are served only through short-lived signed links after an authorization check; file paths are separated per organization too. On top of that: role-based access, hashed session tokens and an audit trail for critical actions. Internal communication messages are stored encrypted on the server; the organization chooses whether conversations are auditable from the admin panel or private.
The company admin manages the whole organization; all other permissions are granted per module. Each employee gets an admin or user role per module. The HR admin can't see inventory, the inventory manager can't see personnel files.
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