Stay updated with all the latest
upgrades from ClearTax E-invoicing

CLEARTAX E-INV

New Features:

New fields to add ‘Additional charge’ at line and document level

• Now create e-Invoices with additional charge as per the latest ZATCA update
  
• Additional charge can be levied from the buyer and the details can be mentioned as required by e-Invoice regulations in the invoice
  
• Charge amount, tax rates and reason for additional charge has to be given to generate a valid e-invoice
  

Notifications with activity name or report name for better context and usability

• All notifications in the notification center are now with the activity name or report name to give more context to the user
  
• This will help in re-downloading the required reports or files by just referring to the details in the notifications. Saving time required for selection and processing
  
• Sales invoices from ‘Dutyfree’ area have to be generated with the new reason code and text as per the latest 3.3.4 SDK update of ZATCA
  

Enhancements:

Updated e-invoicing alerts in case of no activity or no errors

• New email templates have been introduced for e-invoice activity and alerts for no activity or no errors in e-invoice generation
  
• Users will get appropriate alerts and notifications based on their e-invoice activity for easy actions
  
• User will get an email of 100% success in case there are no errors in e-Invoice generation for the last week
  
• No email will be triggered for the week if there is no e-Invoice activity in the workspace
  

Prepayment fields at line and document level in invoice edit flow for easy verification

• Users can check values given in advance invoices easily on the web page in the invoice edit flow
  
• Prepayment fields are available at both line and document level for verification and editing
  

Count of ‘Not Generated’ documents in error alerts and error correction reports for complete picture

• Cumulative set of ‘Not submitted’ and ‘Pending’ are included as ‘Not Generated’ to present the complete picture of e-Invoice activity by the user
  
• The changes include the not generated count at VAT and branch levels
  

Validation on registration name of accounting supplier party to avoid e-Invoice failures

• Additional validation on registration name of seller so that e-Invoices are not rejected for missing information by ZATCA
  

Additional tooltip on invoice edit screen in Arabic for better usability

• Added a message explaining how the entire page can be viewed in Arabic on the invoice edit screen
  

Bug Fixes

Updated error message during device registration for quick action

• Handled an edge case in ZATCA response during device registration to capture additional error message
  
• Users can clearly understand the error message and take corrective actions
  

Error Correction Assistance with email notifications and error correction assistance reports

• Monitor E-Invoice health with weekly email notifications
  

• Receive weekly email notifications to monitor E-Invoice health, including generated and failed invoices, branch-level error rates, top 5 errors, and downloadable correction assistance reports for easy analysis.
  

• Error Correction Assistance reports:
  

• Errors Summary Report: Highlights branch-level error rates for E-Invoice generation.
  
• Error Details Report: Provides failure reasons, error types, and suggested resolutions.
  
• Category-wise Error Report: Categorizes errors by message, showing frequency to prioritize fixes.
  

• Notifications and Alerts Settings: Users can control email error notifications by enabling or disabling them from the ‘Settings’ page.
  

• Summary of errors and warnings: Error and warning counts are displayed on the web portal, helping users prioritize and correct invoices.
  

• Filter for errors and warnings: Filter invoices by errors, warnings, or both to easily plan corrective actions.
  

• Enhancements:
  

• Handling duplicate XML file addition in FTP-XML reporting: Duplicate files are checked for content and filename, then renamed and processed to avoid being stuck in INIT.
  
• Configuring SMTP in the settings section: SMTP setup from the settings section enables quick go-live and use of customer domain emails.
  

• Bug Fixes
  

• Fixed the incorrect attempted date time issue: B2C invoices now display the correct attempted date time, replacing the local system’s potentially incorrect time.
  
• No watermark in Phase 1 E-Invoices: Generated E-Invoices from Phase 1 are now shown without a watermark
  

AI-powered chatbot to answer your queries anytime, anywhere (EA)

• Get quick answers to your queries on validation errors in E-Invoicing and other generic queries in a few seconds by asking our AI-powered chatbot
  
• Get details about your account and invoices along with their status instantly
  
• Access the chatbot which is available for early access in our KSA sandbox
  

• Enhanced user access and control with the new 'Generate Only' role
  

• Introducing the new 'Generate Only' user role in E-Invoicing which allows users to upload data and generate E-Invoices while allowing access to reports and dashboards
  
• Protect crucial functions like registering the new device, inviting users, and modifying account settings by not providing access to the new role
  

ZATCA E-INV RECONCILIATION

Enhancements and Bug Fixes

Import history to keep track of all file uploads:

• An import history page to keep track of multiple files that are uploaded to run reconciliation
  

Showing further buckets inside 'Suggested Match' to help with decision-making

• Displaying results in more depth inside ‘Suggested Match’ by categorizing the results based on the quantum of mismatch
  
• The buckets are - Low, Medium, and High based on the amount mismatch. The buckets are configurable
  

Enabling businesses to print invoices in any status with a watermark

• Invoices that are not generated or failed due to an error can now be printed with a 'Draft' watermark
  
• Not-generated invoices can be shared with your buyer for verification and sign-off
  
• Failed or rejected invoices can be shared with the respective team to make corrections
  

Printing invoices with a watermark

Never make an incorrect invoice by sharing draft invoices over email internally or externally with your buyer

• Email invoices in any status including ‘Not Generated', ‘Failed’, ’Not Reported', ’Not Cleared'
  
• Emailed invoices will have a 'DRAFT' watermark to help with identification
  

Keep your E-Invoicing web portal clean by deleting unwanted invoices

• ‘Delete' unwanted or erroneous ‘Not Generated’ or 'Failed’ invoices with a single click
  
• Documents in other statuses cannot be deleted as invoice hash has to be preserved for audits
  

Delete single or multiple invoices with a single click

Enhancements and Bug fixes:
Additional validation to block the creation of multiple invoices with the same document number but different document type
‍(i) This validation is as per VAT regulations which mention that document number should be unique by document type in a financial year
(ii) This validation is not done by ZATCA leading to issues during the audit
‍Create ‘Adjustment’ invoices with negative or positive amount due for payment
(i) While adjusting ‘Advance' or 'Prepayment’ invoices the payable amount can be positive or negative depending on whether supplies are more or less
(ii) Now create adjustment invoices for both positive and negative scenarios
‍Easily download attachments received in an email
(i) Attachments in an email triggered are now directly accessible instead of a zip file
(ii) Easily download and use them for verification or sharing
‍Scroll through thousands of contacts easily
(i) Showing a large number of contacts on multiple pages to help easily scroll through them and select
‍Showing all numbers in international format on the web portal for easy understanding
(i) All currency and numeric fields displayed on the web portal are now shown in millions, billions format for easy understanding
(ii) This is done on all pages - Dashboard, Documents, MIS Dashboard and reports, Import History

International Format

• View the summary of E-Invoice generation at VAT and branch level in the Dashboard screen
  
• Blocking multiple device registration calls at the same time to avoid duplication
  

Enhancements and Bug Fixes

Easily modify between time periods and check the results of the reconciliation

• Change or modify the time period of recon from the date selection option at the top
  
• Also, understand the time period of the results displayed easily with date label
  

Date filter and label with recon

• Easily understand large reconciliation results with numbers in an international format
  
• All currency and numeric fields in the summary and detailed view page are displayed in international format for easy understanding and consumption
  

Numbers and currencies in international format

Enhancements and Bug Fixes

• Design and create invoices as per your business need with additional custom fields at document and line item level
  

• Total of 150 custom fields at document level and line level combined can now be added to give flexibility to businesses to include all information helpful to their sales/operations teams
  

• Improved error correction experience with the inclusion of error/warning messages on the edit invoice screen
  

• Warning messages given by ZATCA for reported invoices are now displayed in the invoice edit screen
  
• This will help IT and finance teams of taxpayers to plan their corrections needed to future invoices.
  

• Sample screenshot of an invoice containing errors and warnings.
  

• Issue time and generated time will be in KSA time for all B2C invoices to help operations teams
  

• Generated time which is based on the system time of the signing system is now fixed to be always same as generated time. Both will be in KSA time
  
• We have updated the ZATCA SDK file to consider the system time in KSA standard time and the new version of the SDK can be incorporated in those systems generating invoices offline. Please reach out to your CSM to get access to the updated SDK
  

• Easy options in the settings page of web interface for users to switch from phase 1 to phase 2
  

• Incorrect Arabic values are displayed in the error correction screen for to help with error correction
  

• Arabic values part of the invoice and incorrect are now shown in the error correction screen to help user make corrections
  

‍Translation of standard and custom fields at document and line level from English to Arabic

• Translate custom fields (document and line level) from English to Arabic helps businesses to share invoices with local entities for easy understanding and payment clearance.
  

• Download the translated info in the detailed Excel report for internal tax teams.
  

Support desk to raise tickets in product:

• Now users can easily create support tickets on both sandbox and production from the product itself with 2 attachments of up to 24 mb
  
• Attachments allowed can be in csv, json, xml, xlsx and pdf formats
  
• The application has been enhanced to automatically capture entire page screenshots, offering a comprehensive view of full web pages, including scrolling pages and modes
  
• You can also track the status of the tickets and the previous tickets all at once place
  

Enhancements and Bug Fixes

• Enhanced summary report includes break-up of tax amount, taxable amount, and total invoice by tax category code for VAT filing preparation. Download from Reports section.
  
• Improvements to invoice level Lite and offline reports
  

• Inclusion of the break-up of tax amounts at tax category code level to help tax teams to reconcile easily with sales data from their source systems.
  
• Inclusion of prepaid amount, payable amount and rounding amount to help tax teams track the payments received against advance invoices
  

• Document and invoice numbers are now part of the email subject of the emails sent to buyers after invoice generation for easy identification and payment processing
  

E-Invoicing web interface has been upgraded for a brand new experience with refreshed visuals, faster page loads, quicker data upload, easily correct multiple errors and intuitive interactions.

• Dashboard page with E-Invoice generation timeline and announcements section
  

• Timeline gives details of E-Invoice generation for the last 30 days as compared to 7 days earlier
  
• Easily access government and other announcements immediately after you login
  

• Lightning fast data upload with multi-error correction feature
  

• Now upload 40,000 documents in less than 2 minutes
  
• Easily navigate between multiple errors and correct them all at once and save it
  
• Real-time validations that help you identify if corrections made are right or not
  
• New invoice edit flow with capabilities to add new line items
  

• Refreshed ‘Documents’ and 'Reports' pages with faster load time and filter interactions:
  
• Improved the page load time and filter actions for data larger than 5 mn documents
• Refreshed visuals to easily navigate through the page and accomplish tasks easily

Launching E-Invoice vs. Sales data reconciliation to ensure that VAT amount calculated from E-Invoices submitted to government is the same as VAT Amount filed to the government by enterprise.

Key functionalities:

• Auto sync all E-Invoices generated from ClearTax for the selected return period
  
• Upload sales data in ClearTax format for the selected return period:
  

• Data will be validated upon upload for correctness
  
• Multi-document error correction flow to quickly correct errors during upload
  
• Add more data to an historical return period i.e. add new documents or overwrite existing ones
  

• Reconciliation algorithm which primarily matches on 9 fields to bucket the results into 7 buckets
  

• Algorithm can be tweaked to include additional fields and modify thresholds to boost matching accuracy
  
• Bucketing logic can be modified as per needs to enable quick decision making
  

• Summary and detailed output reports of matching:
  

• User can view summary of matching results on the web interface to filter for specific results and plan next steps
  
• User can also view document level results to understand the reasons for mismatch and compare the values of the corresponding fields from both datasets
  
• Summary and detailed reports can be downloaded in .csv files for further action
  

• Users can now download archive XMLs from the 'Archives' section. This is an additional option alongside existing reports.
  

• This feature allows the retrieval of Signed XMLs used for E-Invoice generation from all sources, including store-generated offline invoice XMLs, with a one-day-at-a-time download limit to accommodate large volumes of both standard (B2B) and simplified (B2C) tax invoices.
  
• The downloaded zip file organizes data into multiple folders for each branch/store on the ClearTax E-Invoicing platform.
  

• Fixed the issue of incorrect unique identifier used while generating an edited invoice from web portal. This eliminates duplicate copies of the same invoice on the web portal and avoids confusion.
  

• Custom fields sent through the API will now be included in the E-Invoice payload when the invoice is edited and regenerated from the web UI.
  

• Values forming the ‘Tax subtotals’ object are now validated at an aggregate level corresponding to each tax category codes against the aggregate value computed for the same tax category code from the line items. This is done to enable users to pass multiple 'Tax subtotal’ object for the same tax category codes.
  

• The web portal now shows numbers in universally recognized comma-separated format, enhancing readability
  

• If a failed invoice is retried without correction, a new error message indicating duplication is returned. Also, the original error messages are now shown alongside to aid users in correcting validation errors effectively.
  

• Validations for improved experience:
  

• Relaxed validation on buyer country code for all invoices in line with ZATCA update. Now export invoices with country code ‘SA’ can be generated
  
• Added a validation to prevent the generation of another document with the same document number in the same financial number irrespective of the type i.e. invoice/credit/debit note/prepayment receipt
  

• Print PDFs can now be generated or converted using the APIs for prepayment or advance invoices
  

• Updates to the ICV generation logic
  

• For all cases where there is a genuine validation error from ZATCA which is corrected then a new ICV will be assigned otherwise the same ICV will be used
  
• In case of retriable errors or if the ZATCA server has issues, or if there are validation errors from Clear, then a new ICV will not be assigned
  

• Increased the number of digits that are accepted in the invoiced quantity field to avoid conversion of the value to scientific format
  

• Fixed issues in all CSV reports where error messages are not populated correctly for failed invoices
  

ClearTax E-Invoice utility for POS systems: Generate ZATCA compliant E-Invoice from anywhere without the requirement of continuous internet connection

A truly offline utility that functions without internet to validate your invoice data, add mandatory fields and generates a ZATCA compliant E-Invoice with signed QR code that can be readily shared with the buyers on the spot. This offline utility is compatible with any POS system and can be installed easily to register devices to generate E-Invoices and also to generate E-Invoices itself. Accepts input data directly from the POS system and enriches it to make it a buyer sharable compliant E-Invoice. Reporting can be done to the government systems subsequently via a file upload strategy. All the E-Invoices generated would be visible on the ClearTax web portal and reports/corrections can also be made if required.

More Improvements and fixes:

• Added support to print/generate PDF for prepayment invoices
  
• Added support to convert normal PDF to ZATCA compliant PDF/A-3 invoices for type prepayment invoices
  
• Now force retry is accepted for invoices that are in ‘Pending’ status due to ZATCA server being unresponsive. Retry happens from our cron every 1 hour but in case a taxpayer retries a pending invoice then it will be attempted immediately
  
• Updated the ICV logic for invoices that are failed by ZATCA with a blank error message. New ICV will not be generated and the previous one will be reused during subsequent reattempts
  
• Updated the logic of business hierarchy API calls to handle 4040 errors in async E-Invoice generate calls
  
• Updated the error message for cases where ZATCA error message is blank or in a different format so that no error messages in the response or reports is blank
  

Be audit ready: Archive and store all your E-Invoices at a single place

As per ZATCA regulations, E-Invoicing data should be stored and archived by taxpayers for a period of six years plus one year which includes the financial year to which the document belongs to. Now, ClearTax offers you the option to easily access all the stored data which is older than 365 days from the new 'Archives' section. Access lite, detailed and offline reports from the archives page while pdf with embedded xmls can be accessed in the upcoming release.

In case you have not yet opted for the data storage option then do it from the option available in the archives page or reach out to your account manager.

More Improvements and fixes:

• Updated the ZATCA SDK to the latest version 3.2.6
  
• New feedback module to capture the user’s experience with major flows within the E-Invoice product
  
• Updated the QR Code generation step to match the timestamp in QR Code with the Invoice Issue time in XML which has to be in KSA local time
  
• Detecting the branch code or store code from the filename of xmls
  

Features:

• Emails triggered to your buyer to share E-Invoice copy after generation will have attachments instead of download link for size less than 18 mb. For attachments larger than 18 mb it will continue to be a download link
  

• Attachments don’t have expiry and can be downloaded anytime
  
• The content of the email is updated for easy understanding
  

• New print template with support for all additional fields related to advance/adjustment invoices and payable rounding amount has been created
  

Enhancements:

• Requirement of ‘Instruction note’ while raising credit/debit note has been enforced
  
• All advance invoices with invoice type code ‘386’ are renamed as 'Prepayment Receipt'
  

• One of either Buyer VAT or other buyer ID is required to generate standard tax invoice in phase 1 a well as per the VAT regulations
  
• Modified validation on Supply end date, where supply end date can be same as supply start date
  

Bug Fixes:

• Picking and displaying VAT breakdown in case of multiple VAT categories in the invoice
  
• Returning correct error message in case the prepared xml from user input data is greater than 10 mb as this is not accepted by ZATCA
  
• Updated the logic of QR code generation for phase 1 invoices in which trailing zeros were added to 2 fields when scanned from the VAT application. Updated result
  

Apart from the above, some minor bug fixes have been made to improve your overall experience. All the above features, updates, and enhancements are available on sandbox and production for your use. Value-added features like auto-retry, email APIs with external domains can be activated for your license to alleviate the E-Invoice experience.
In case you need more assistance or information, kindly reach out to your account manager or email us at [email protected].

Features:

• Configurable auto-retry for specific ZATCA failures that can be retried
  

• These failures happen when ZATCA systems are slow or load is high
  
• In case of such failures with random error message ClearTax will retry 5 times
  
• This is a paid value-added feature & can be enabled by your account manager
  

• Creation of advance and adjustment invoices now possible through excel data upload
  
• Payable rounding amount in the detailed view of the invoice
  

Enhancements:

• Additional fields in the E-Inv detailed report
  

• Essential Fields - ICV, PIH and UUID
  
• Error and Warning Summary - Giving details at an invoice level
  
• Fields related to advance and adjustment invoices
  

• Updated the filter behaviour to only display selections made after ‘Apply Filters’ button is clicked. Also, clicking the ‘Filter’ button opens or closes the filter options
  

• The icon in the complete summary view is updated to the store invoices icon
  

• Updated error message for detailed and lite report downloads for more than 500k invoices which is not supported currently
  

Bug Fixes:

• Now you can search by branch name in the business hierarchy dropdown
  

• The table in MIS dashboard displays the correct numbers in case of branch selection
  

• Editing and correcting mistakes in multiple fields from web view of invoice is now fixed for payment means code, charge indicator and custom fields at line level
  

Apart from the above, some minor bug fixes have been made to improve your experience on the portal. All the above features, updates, and enhancements are available on sandbox and production for your use. Value-added features like auto-retry, email APIs with external domains can be activated for your license to alleviate the E-Invoice experience. In case you need more assistance or information, kindly reach out to your account manager or email us at [email protected].

Features:

• Support for sharing E-Invoices from enterprise/company hosted email servers or domains
  

• Users can configure their email servers and trigger email notifications of E-Invoices generated on ClearTax
  
• The emails would contain the details of the enterprise and all responses would go to the selected mailboxes making it efficient communication between the seller and buyer and fulfill compliance requirements as all standard tax invoices have to be shared in PDF/A-3 format with the buyer
  

Enhancements:

• Additional VAT exemption reason codes and reasons have been added for VAT category codes ‘Z’ (zero-rated)and ‘O’ (Out of scope). The added reason codes are:
  

•  VAT exemption reason code for ‘Z’ - VATEX-SA-MLTRY
  
• VAT exemption reason - supply of qualified military goods
  
• VAT exemption reason code for ‘O’ - VATEX-SA-OOS
  
• VAT exemption reason - Any free text up to 127 characters
  

Bug Fixes:

• As per the latest release from ZATCA, exact values are expected in ‘TaxExclusiveAmount’ and ‘TaxInclusiveAmount’ fields. Earlier a deviation of 0.01 was accepted without warnings which now leads to errors.
  

• Calculations have been revamped to always be exact match with zero tolerance
  

Apart from the above, some minor bug fixes have been made to improve your overall experience. All the above features, updates, and enhancements are available on sandbox and production for your use.
In case you need more assistance or information, kindly reach out to your account manager or email us at [email protected].

Features:

• New GetBulk Lite API to fetch latest E-Invoice status of invoices from database. The API would support 500 invoices in one call and 10 parallel calls
  
• Sending both Arabic and English values in xml to ZATCA/government wherever applicable and available. Arabic value is mandatory for those fields which will be displayed on the face of the invoices. The format in which they would be sent: 
  

• <cbc>:Tagname> Arabic | English</cbc:Tagname>
  
• Ex: <cbc:CityName> الدمام | Dammam</cbc:CityName>
  

Enhancements:

• Improved the auto-scaling feature of folders and pods for xml FTP processing to support larger volume per hour
  
• Added retry capability based on configuration and modified the processing logic based on datetime of file picking in xml FTP to make it near FIFO. This will reduce the time required for processing
  
• Updated the percentage calculation logic on ‘Dashboard’ page to include offline generated document count as well
  

Updated ‘Dashboard’ page with corrected percentage calculations

• Suppressing the json output in the xml FTP output section on demand to reduce load and improve performance of FTP servers
  
• Increased the number of custom fields at line item level from six to to ten in order to provide more flexibility with E-Invoice creation
  
• Added capability to process more than 5,000 invoices per excel/csv file imported via FTP method
  
• Improvements in analytics tracking for tracking usage and success rate for all modes
  

Bug Fixes:

• Not allowing upload of data to generate E-Invoices with a suitable error message in case of license expiry
  
• Updated the percentage calculation logic on ‘Dashboard’ page to include offline generated document count as well
  
• Billing reference id and reason for issuance of credit/debit note which was not getting populated in Lite report has been added
  

Apart from the above, some minor bug fixes have been made to improve your experience on the portal. All the above features, updates, and enhancements are available on sandbox and production for your use.
In case you need more assistance or information, kindly reach out to your account manager or email us at [email protected].

Features:

• New complete summary view of all documents has been introduced to help with analytics and reconciliation with source
  

• The complete summary shows all the documents generated for a business entity for the selected time period
  
• The breakdown is present by E-invoice status as well as online and store generated invoices
  
• Specifically ‘Discarded’ invoices are excluded from the total to avoid double counting as these are the copy of edited invoices
  

Complete Invoice summary that can be accessed from the ‘Documents’ page

Additional filter of ‘Method of Generation’ is available on the ‘Documents’ page to help differentiate between invoices generated from online devices vs. those generated from stores

Enhancements:

• Relaxed the validation of duplicate check on documents for certain error codes of ZATCA. It has been observed that these documents get successful upon retry and the validation relaxation has been done to enable retries
  

• Pending and Discarded E-invoice status are now included in the summary on the Documents page for completeness. Specifically ‘Discarded’ invoices are excluded from the total to avoid double counting as these are the copy of edited invoices
  

• Offline invoices count is now included in the Dashboard view
  
• Sending zero in place of null or empty values for allowance charge or price fields which are mandatory for a few scenarios to improve success rate of generation
  

Bug Fixes:

• A valid error message will be returned in case number of  line items in the invoice generation payload instead of status code 500
  
• Saving values of VAT category tax amount in the edit invoice flow has been fixed
  

Apart from the above, some minor bug fixes have been made to improve your experience on the portal. All the above features, updates, and enhancements are available on sandbox and production for your use.
In case you need more assistance or information, kindly reach out to your account manager or email us at [email protected].

Features:

• Improved load time and presentation of the Documents page with new filter view and table view of invoices
  
• Support for new field ‘Payable Rounding Amount’ to account for halala differences in invoice level calculations
  
• Documents in the list view will be sorted with latest at the top
  
• Improved performance on the MIS dashboard page with new filters and optimisations
  

Revamped Documents page with new table and filters

Updated MIS dashboard page with new filter view

Enhancements:

• Updated validations as per the new ZATCA update:
  

• Allowing country code other than SA in buyer details of simplified non-export invoices
  
• Additional building number is now optional in both buyer and seller address
  
• State/Province code or country subentity field is now optional in both buyer and seller address
  
• Sending 0 in line level allowance charge amount in case of null value to avoid failures from ZATCA
  
• Seller or buyer postal code cannot start with 0 if country code is 'SA'
  
• Item gross price will be printed with 2 decimal places always instead of one
  

• Entire object of postal address is now optional for all invoices in seller and buyer details. Postal address contains: Street, Building number, City, Postal code, Province/State, District, Country code
  
• Updated the SDK version to the latest one of 3.2.1
  
• Updated enums for ‘Allowance charge reason code’ field as per ZATCA
  

Bug Fixes:

• Optimised report downloads by suppressing multiple API calls triggered upon action
  
• Fixed the issue of counts not loading on the dashboard in some instances
  
• Fixed an issue of new user invitation flow running in loop for invited users
  

Apart from the above, some minor bug fixes have been made to improve your experience on the portal. All the above features, updates, and enhancements are available on sandbox and production for your use.In case you need more assistance or information, kindly reach out to your account manager or email us at [email protected].

Features:

• Reporting device for signed XMLs will be picked automatically in case device information is not provided in E-invoice generation at store level
  
• Get the status and all information of invoices in bulk from multiple sources through Get Bulk API. 
  

Enhancements:

• Device information is now available in Detailed View of invoices for usage and corrections if any
  
• Lengthy numeric fields in the csv reports have an escape character to prevent conversion to scientific format. This improves usability of the reports in any tool
  

Bug Fixes:

• Bar chart in the MIS report is ordered in ascending order for easier data visualization.
  
• Accepting input of multiple payment means code for export credit notes
  

Apart from the above, some minor bug fixes have been made to improve your experience on the portal. All the above features, updates, and enhancements are available on sandbox and production for your use.In case you need more assistance or information, kindly reach out to your account manager or email us at [email protected].

Features:

Invoice Summary Report

• Invoice summary level reports are now available at MIS Dashboard under Reports section - which will allow consuming daily count and VAT amount of invoices enabling faster reconciliation & filing.
  
• Report Download scope can be selected through filters on MIS Dashboard and is exportable in CSV format.
  
• Last 5 generated reports are available in logs which can be accessed at any point of time with no delay in report compilation.
  

Enhancements:

Updated Lite Report

• Additional fields specific to Online or B2C Offline mode of E-invoice generation - have been added
  
• Report fields have been organized as per the categories present and similar fields have been grouped together for better usability
  

Store information capture

• For offline XML reporting users, store names can be captured when included with XML file names. This can be used to segregate invoice data on store level in future. It will further help with reconciliation for offline invoices too.
  

Features:

New report for all invoices generated from stores/billing counters

• A report of all the invoices generated from stores/billing counters is available for download from the ‘Documents’ page
  
• The report will contain both successful and failed invoices from stores
  
• This report is specifically for offline invoices where signing is done at the store
  
• The report will be downloaded for the time period selected on the page
  

‘Starts with’ search on document number

• Now you can do a ‘Starts with’ search on ‘Document Number’
  
• All invoices or documents starting with the characters mentioned in the text input will be fetched and displayed on screen
  
• This will help in searching invoices or documents easily based on invoice series
  
• You can refine the search results by adding more characters to the search and press ‘Enter’
  
• The search results will not include invoices successfully generated by stores and can be checked from the separate offline report
  

Attempted datetime for all e-Invoices and its usage

• Attempted datetime is now available for all invoices and documents
  
• For generated invoices ‘Attempted Datetime’ refers to the time at which the invoice is generated
  
• For invoices in other statuses ‘Attempted Datetime’ refers to the time at which the invoice is last updated
  

Enhancements:

Handling duplicate invoice reattempts via different modes

• Duplicate invoices are not validated by ZATCA and directly accepted which will lead to double tax liability for the same invoice
  
• ClearTax already validated all invoices generated through online method and throw an error in case a successful invoice is tried again
  
• This has been extended to cover both online and offline modes
  
• ClearTax will now validate all invoices irrespective of the source and throw an error if a successful or in process invoice exists in the system
  
• Also if an already failed invoice with validation errors is retried without any changes then it would not be sent to ZATCA as it would fail again
  

Accepting dates in yyyymmdd format

• Now you can send dates in yyyymmdd format. This is to let users upload date fields easily without separators and errors
  
• Please convert the date field to string in the excel file before uploading to keep the formatting intact. Example: 10/04/2023 → 20230410
  

Bug Fixes:

Updated thumbnails for default templates

• The thumbnails in the print preview for the default templates have been updated to reflect the correct invoice type
  
• The updates are only for template 39 and 40
  

Features:

Sorting devices in the ‘Device Settings’ page basis attempted time

• Devices in the ‘Device Settings’ page would be sorted on the basis of the time at which the device registration was attempted
  
• Sorting would be applicable for devices in all statuses
  
• This would help users understand when a particular device was registered for ease of use
  

API to add VATs and branches in the business hierarchy

• VATs and branches can be added directly into your ClearTax account via APIs
  
• This will help marketplaces and distributors to setup new businesses for e-Invoicing quickly in their systems without using the web portal
  

Enhancements:

Updated Device registration process

• Updates and modifications to device registration process to improve the success rate of device registration
  
• Trimming leading and trailing spaces in text fields which are not accepted by ZATCA
  
• Not accepting special characters (~!@#$%^&*()+<>?/) as per ZATCA mandates
  
• Updated sample XMLs based on the latest guidelines
  

Updated Detailed Report (Excel)

• More informative and structured detailed report is now available for use
  
• Includes additional fields specific to Phase 2
  
• Includes more fields in Arabic wherever applicable
  
• Organized fields as per the categories and grouped similar fields together for better usability
  
• Added attempted datetime and method of generation fields to the report
  

Updated summary counts on the 'Documents' page

• Excluded ‘Discarded’ invoices from the total count so that there is no mismatch
  

Bug Fixes:

Workspace Component update for all pages

• Fixed issue of workspace switcher overlapping with help section
  

Support for export transactions with different accounting and invoice currency

• 2 additional fields are not required anymore to support export transactions with different accounting and invoice currency
  
• Now export transactions will be processed similar to normal transactions without any requirement of any special or additional information