Two levels of configuration are required at your reporting entity: the settings specific to your Company, and the identity of the accredited platform (PA) that will transmit your files.
The fields on the Company
Field | Role | Values |
|---|---|---|
E-reporting - VAT Scheme | Determines the exact filing frequency and dates (see the article The filing calendar). Without a value, no automatic generation is possible for this entity. |
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E-reporting - VAT Chargeable Event | On collection (default value): flows 10.2/10.4 are generated normally. On invoicing: an indicator is added to flows 10.1/10.3, and flows 10.2/10.4 are no longer generated for this entity — since VAT becomes due at invoicing, the collection date then has no fiscal relevance to report. |
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How these fields fit together
Your Company carries the scheme that determines the calendar, your invoice carries the classification that determines the flow, and your payments carry the date that determines the period. It is the combination of these three elements that lets the module automatically generate, at the right time, the XML file transmitted to your accredited platform and then to the authorities.
Official reform calendar
The identity of your accredited platform
⚠️ This configuration only applies to Ecosio, Frisbii's partner offering — it does not apply if you use your own accredited platform (see below).
If you use Ecosio, the identity of the PA is defined once for your entire organization, via a custom metadata type, on its Default record.
To access this configuration in Salesforce:
Click the ⚙️ Setup icon in the top right, then click Setup.
In the Quick Find box on the left, type Custom Metadata Types.
Click Custom Metadata Types in the results.
Find the EReporting Sender Config row, then click Manage Records next to it.
Click the Default record, then click Edit.
Fill in the two fields below, then click Save.
Field | Content |
|---|---|
Sender Name |
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Sender Id (PA registration number) |
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If you have chosen your own PA, do not configure this metadata: it only applies to the Ecosio integration. The configuration to set up depends entirely on the accredited platform you have chosen — it is up to your integrator or your Salesforce administrator to follow the specifications and settings required by that PA.