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      What's New - February 5, 2024

      Agency-defined client job invoice prefix

      What is it? 

      Agencies can now define the invoice number prefix on client job invoices.  By default, all client job invoice numbers start with 'P', including credit memos. 

      With this new option, agencies can override the default prefix for credit and/or regular client job invoices. 

      Why does it matter? 

      For agency locations with strict audit requirements, auditors can more clearly distinguish credit invoices from regular invoices. 

      How does it work?

      Only authorized Agency Administrators have access to enable to this:

      1. Navigate to Setup Files>Setup Options  
      2. Scroll down to Other Options and select one of the options below:
        Invoice Prefix Option

        Option

        		 Description
        Set first 2 characters of number sequence for client job invoices P0
        Set first 2 characters of number sequence for client job invoices credits P0
        The system automatically selects both options, but you can choose to only override the Description for credit invoices to specify the a different prefix for credit invoices, e.g., CR. 

      3. Click Save.  Future invoices will now follow the new numbering scheme.    

       

      Mexico electronic invoice settings  

      What is it? 

      CFDI (Comprobante Fiscal Digital por Internet) electronic invoice details are now managed within a dedicated CFDI Settings section for each job.

      Setting Description
      UsoCFDI

      CFDI usage code that's defined by the SAT, e.g. G01 (Acquisition of Goods)
      FormadePago Payment method codes that the SAT has defined, e.g.  03 (Bank Transfer)
      claveProdServ Product codes defined by the SAT, e.g.  82111800 (Servicios edioriales y de soporte) ,
      metodoDePago Select from a list of payment terms codes defined by the SAT, e.g. PPD (Installment or Defer)

      Why does it matter? 

      Prior to this release, these job-level settings were defined through custom job labels. This enhancement standardizes the process for all Mexico agencies and gives the agency the option to use custom code labels for other purposes.

      How does it work? 

      If an Office is configured for CFDI (Comprobante Fiscal Digital por Internet) electronic invoices, the CFDI Settings option will appear on the Settings menu list for the Job. 

      CDFI Settings

      Learn more about Accountability's Mexico Electronic Invoicing workflow.