Integration with e-invoicing systems for VAT tracking

Purpose

1.1. Enable seamless, auditable integration between tax authority backends and e-invoicing systems for compliant VAT monitoring, reporting, and enforcement.
1.2. Automate real-time VAT tracking to flag discrepancies, validate invoice data, and ensure immediate, rules-based compliance responses.
1.3. Streamline transaction data collection for statutory record keeping as mandated by Italian Agenzia Entrate regulations.
1.4. Minimize manual intervention and reduce error risks in VAT compliance workflows.
1.5. Facilitate direct API communication between revenue service databases and third-party or national e-invoice/SDI nodes.

Trigger Conditions

2.1. New e-invoice submission to national SDI platform.
2.2. Receipt of e-invoice and VAT record from integrated ERP/accounting software.
2.3. Scheduled audit or VAT reconciliation period.
2.4. Detection of invoice field anomalies or validation mismatches (e.g., VAT mismatch, incomplete recipient info).
2.5. E-invoice rejection or status update from government SDI platform.

Platform Variants

3.1. SAP
• Feature/Setting: VAT posting interface in FI module; enable BAPI_INCOMINGINVOICE_CREATE in Finance.
• Configure with SII/SDI integration add-on for real-time tax transmission.

3.2. Oracle Cloud ERP
• Feature/Setting: Configure e-invoicing adapters; activate REST API /fscmRestApi/resources/latest/receivablesInvoices.
• Enable tax reporting tasks under Tax Configuration.

3.3. Microsoft Dynamics 365 Finance
• Feature/Setting: Electronic Reporting (ER) for SDI; configure VAT validation and e-invoicing output.
• Enable scheduled batch jobs for outbound/inbound invoice syncing.

3.4. Zuora
• Feature/Setting: Enable Invoice Settlement; use REST API (GET/POST /v1/invoices).
• Route XML/JSON to SDI-compliant middleware.

3.5. QuickBooks Online
• Feature/Setting: Activate VAT tracking; connect via API (GET /invoices, POST /invoices).
• Add automated triggers for new invoice export.

3.6. Xero
• Feature/Setting: VAT (IVA) automation; use GET /invoices endpoint.
• Schedule automatic invoice push to SDI integration tool.

3.7. SAGE Business Cloud
• Feature/Setting: Enable Digital VAT submissions; configure e-invoice module.
• API endpoint: GET/POST /v3/invoices.

3.8. Fatture in Cloud
• Feature/Setting: SDI integration toggle; use POST /invoices/sendElectronic endpoint.
• Link with government VAT registry.

3.9. Aruba e-Invoicing
• Feature/Setting: Enable agency access for received/sent invoices; use API calls /rest/InvoiceList.
• Scheduled fetch of all VAT-impacting documents.

3.10. DocuSign CLM
• Feature/Setting: Integrate CLM with e-invoice flows; enable webhook for completed (signed) contract invoices.
• Use DocuSign Connect to push data out.

3.11. Salesforce
• Feature/Setting: Salesforce Billing e-invoicing enablement; custom Apex triggers for SDI integration.
• External Service: Platform Event streaming on invoice object.

3.12. Bill.com
• Feature/Setting: Enable VAT fields for Europe; use GET/POST /v3/invoices API.
• Connect to SDI via middleware.

3.13. FreshBooks
• Feature/Setting: IVA (VAT) automation; endpoint GET /invoices.
• Export/Push invoices on new entry trigger.

3.14. Intuit Data Services
• Feature/Setting: Activate e-invoicing API provisioning; batch sync with SDI using /v4/invoices endpoint.

3.15. IBM Sterling B2B Integrator
• Feature/Setting: Configure B2B flows for standard FatturaPA export; scheduled FTP/API outbound.

3.16. Basware
• Feature/Setting: E-Invoicing module; define SDI as output channel.
• Automated routing for government compliance.

3.17. TradeShift
• Feature/Setting: Trading Partner Integration; enable Italy-specific e-invoicing package.
• Configure with SDI API credentials.

3.18. OpenText Active Invoices
• Feature/Setting: E-invoicing compliance rules; activate Italian SDI channel.
• Audit log for VAT validation.

3.19. SAP Concur
• Feature/Setting: VAT tracking in Expense; custom export for e-invoicing tools.
• Scheduled file feed to SDI system or API transfer.

3.20. Invoicera
• Feature/Setting: Enable tax settings for Italy; configure e-invoice format per FatturaPA.
• API endpoint for push/upload to SDI: /api/v4/invoices.

3.21. Infocert Legalinvoice
• Feature/Setting: Activate SDI integration; webhook configuration for status.
• API endpoint: /invoices/received.

Benefits

4.1. Enables full audit trail of VAT-related documentation and transactions, ensuring compliance with Monitoring obligations.
4.2. Eliminates human error and reduces overhead in periodic reconciliation.
4.3. Flags discrepancies instantly for rapid enforcement and potential investigation.
4.4. Accelerates statutory VAT data gathering and cross-checking tasks.
4.5. Supports multi-system, scalable government revenue assurance and e-invoice validation.
4.6. Adapts to shifts in Italian or EU e-invoicing standards with configuration updates.