Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime.
Supporting documents
- Prepare original document and destination software requirements.
Completing and checking data
- Open ‘Document type mappings’ and identify the document or rule requiring review.
- Compare document type, direction, currency and treatment used in the exchange file with the documents before confirming.
- Check invoices, delivery notes, till receipts and transactions with distinct VAT treatment separately. The file code must represent the actual document.
- After confirmation, check the resulting document or export. For incorrect identification, use the available correction and retain confirmation history.
Data is explicitly linked to the appropriate identification or treatment.
Official sources for this activity
Checked on 10 September 2026. Apply the rules for the period and the company's legal form.
Related resources
Practical example
The import file distinguishes invoices from credit notes. Confirm the corresponding type and check the correction’s sign and link. Mapping both as ordinary invoices may distort values and must be resolved before applying.
Frequently asked questions and solutions
The confirmed selection does not match the source.
Check the document and correct identity, then correct the mapping. Check records and files already produced separately; a new rule does not automatically rewrite them.
The file was downloaded or uploaded. Is the data already applied?
Check the summary, mappings, rejected rows and confirmation stage, then data in the receiving program. An available file does not prove it was imported. Check existing records before retrying to avoid duplicate documents.