Issuing a new document

Open New document from the menu. The screen has two tabs: Form and JSON. This article covers the form; for JSON, see Working with JSON.

With Save draft the document stays in Drafts in the “In progress” section. Click the draft when you want to continue editing. Drafts are kept only on this computer and are not signed.

Header

• Document type: from the UJP code list. For a regular invoice, leave it at “Фактура” (invoice).
• Number (docNumber): your invoice number. Required.
• Internal ID (docId): your own reference, for example the number from your accounting software. Optional.
• Date and Supply date: today by default.
• Note: free text on the document.

Seller and buyer

1. Under Seller, press Fill from my EDB. The data comes from the UJP register, based on the tax number (EDB) in Settings.
2. Under Buyer, enter the buyer’s EDB and press Fill from register.

The data is filled in exactly as it appears in the UJP register. Don’t change it by hand: UJP rejects a document whose seller or buyer doesn’t match the register.

A foreign buyer has no EDB in the register. Enter it in the JSON tab, in the fields buyerForeignTin (foreign tax number) and buyerCCode (country code).

Payment

• Payment method and Currency: from the UJP code lists.
• Due in (days) or Due date: when payment is due.
• Exchange rate (if not MKD): the rate on the day. You can find it in Code lists, in the exchange rate section.

Items

1. Press + Item for each line.
2. Fill in Description, Unit (unit of measure), Qty, Price excl. VAT and, if there is one, Discount/unit (discount per unit).
3. Choose the Indicator, the tax indicator from the code list. The VAT group is set automatically from the indicator. Check the VAT %.
4. Delete a line with ×. The lines renumber themselves.

Calculate

Press Calculate. The app calculates the amounts on each item, the VAT per indicator and the document totals. The totals appear in the Totals tab.

If something is missing, a Validation list appears below the form. The most common messages:

• the document number, type or date is required;
• the seller’s EDB is required, or the buyer isn’t filled in;
• an item has no description, or no tax indicator and VAT group;
• totals are missing: press Calculate.

When there are no errors, it says “Calculated, no errors.” The next step is Sending to UJP.