Fundamentals
Target audience
- Finance Managers
- IT Managers
2 day
New training
Electronic Invoicing Training
Prerequisites
No prior knowledge is required.
Objectives
◗ Identify the requirements applicable to paperless processing and electronic invoicing.
◗ Ensure the legal, tax, and technical security of electronic documents (invoices, accounting records, administrative documents).
◗ Choose solutions that are tailored to your organization and its document workflows.
◗ Lead a project to transition to paperless processes and electronic invoicing.
◗ Adapt accounting processes to the new procedures for data exchange and auditing.
Training program
This program is continuously updated to reflect changes in electronic invoicing reform, e-invoicing and e-reporting requirements, electronic archiving requirements, and the impact of digitized tax audits.
◗ Understanding the challenges and scope of digitization
– Why Go Paperless Today? Regulatory, Organizational, and Economic Challenges
– Going Paperless, Digitization, and Electronic Archiving: Understanding the Differences
– Documents Involved: Invoices, Accounting Documents, Contracts, Purchase Orders, Administrative Documents
– 2026–2027 Electronic Invoicing Reform
• Who is affected?; detailed timeline and impacts by business type; new requirements: e-invoicing, e-reporting, structured formats; workflows: issuance, receipt, transmission, status; key players: PPF, PDP, OD, ERP
– Impacts of the reform on purchasing, sales, and accounting processes
◗ Ensure that your practices are legally and tax-compliant
– Evidential Value and Compliance of Electronic Documents
• Authenticity, integrity, legibility, traceability: how to ensure them on a daily basis; electronic archiving: rules, retention periods, responsibilities
– Electronic Invoicing: Strengthened Requirements
• Mandatory information, retention, and auditability; the role of the Public Invoicing Portal (PPF) and partner digitization platforms (PDP) in ensuring compliance; impacts on tax audits: Accounting Records File (FEC), audit trail, and disclosure requirements
✔ APPLY | Practical exercise: Verifying the compliance of an electronic invoice (formats, required information, data flows, archiving)
– Companies’ liabilities in the event of non-compliance or failure of electronic data flows
◗ Tools and Solutions: Choose, Compare, Implement
– Overview of solutions
• EDM & workflow: automating approval workflows; legally compliant electronic archiving (NF Z42 013); electronic invoicing platforms: PPF, PDP, OD; formats: Factur X, UBL, CII, EDI
– Security and Access Management
• Rights, authorizations, traceability; risks to manage: tampering, data loss, unauthorized access
– Workflow Automation
• Scanning, LAD/RAD; EDI and ERP integration; automatic reconciliations (orders, receipts, invoices)
✔ IMPLEMENT | Examples of solutions on the market: how to compare them without being an IT expert? Selection criteria: usability, integration, compliance, costs, scalability
– Criteriafor selecting a PDP and key contractual considerations
◗ Making Your Paperless and E-Invoicing Project a Success
– Operational Project Approach
• Initial assessment: maturity, tools, processes; scope definition: customer and supplier invoices, contracts, accounting documents; prioritization: quick wins vs. structural initiatives; project governance: roles, responsibilities, internal communication
– Requirements Specifications and Solution Selection
• Key considerations; how to anticipate reform requirements; integration with the ERP and existing tools
– Implementation of electronic invoicing
• Configuration of incoming and outgoing workflows; choice between PDP and PPF: criteria, impacts, costs; alignment with the regulatory timeline; management of statuses, rejections, and anomalies; impacts on accounting processes
– Supporting users and driving change
✔ APPLY | Practical exercise: developing a roadmap for a digitization and electronic invoicing project
Why choose this course?
The digitization of accounting and administrative documents is becoming a key driver of performance, compliance, and security in financial processes.
This training course helps participants master the legal, tax, organizational, and technical aspects of the project and ensure that the project complies with the new requirements.
Teaching and assessment methods
Before the training: Submit your expectations via your online portal 15 days before the training begins and complete a self-assessment of your skills.
Teaching Methods: A variety of teaching methods to cater to different learning styles, encourage active participation, and reinforce learning through experimentation and practice.
Educational materials: presentation materials, reference materials (summary sheets, tables, etc.), and other resources available in your account.
During the training: theoretical concepts are alternated with examples drawn from real-life cases. Participants are given the opportunity to engage in role-playing exercises. Numerous practical exercises allow participants to demonstrate their mastery of the skills as the training progresses.
Training monitoring and evaluation: attendance sheet and certificate of completion. Immediate and post-training evaluations conducted using the LearnEval platform.
Price
€1,630 (excluding tax)