Formerly SOAP - can now be switched to REST.

Requirements: A current version of the eFile WebService in this programme.

The switch from SOAP to REST generally has speed advantages when exchanging data, uploading and downloading files from the eFile.

If a document management system such as d.3 or ELO is used, the connection is entered here.

The connection to a certain archiving system results in a changed behavior of the eFile.

Clients in other time zones have the option to correct the time stamp for documents on the eFile tab in the order.

This applies to the document date as well as the file date.

In this field you can enter the difference from the local time in minutes.

• If you would like to deduce minutes from the current time, enter a positive value (e.g. 120).

• If you would like to add minutes to the current time, enter a negative value (e.g. -360).

Example

If this field is not filled, the eFile uses the local time.
Depending on the location and configuration of the eFile server, you may have to consider a minute value different from the time zone difference.

This selection is only relevant if a data management system is connected.

The display of documents in the eFile from the DMS takes place through defined pre-allocations.

In the case of d.3 as a DMS, the following settings are available:

Open

This selection is only relevant if a data management system is connected.

The display of documents in the eFile from the DMS takes place through defined pre-allocations.

In the case of d.3 as a DMS, the following settings are available:

• Pre-assignment of the title/comment when storing a voucher in the eFile

An example:
If the placeholder [CONTNR] is stored, the container number of the order is displayed as a title/comment.
This default is defined with the field Incoming invoice rule for file description.
The desired placeholders for naming the document in the eFile can be stored here using the search function.

In addition to the existing placeholders that are already used in ADMIN → Forms in Forms in ADMIN in the fields Email file rule and Email subject, there are the following new address placeholders:

1. ADRNR address number

2. ADRAT address type

3. ADRKZ address short name

4. ADRNM address name

These placeholders refer exclusively to the address of the invoice issuer.

ATTENTION: These four new placeholders are also displayed in the fields Email file rule and Email subject in the forms.
However, they cannot be used here at the moment.                   

External documents or CS forms that do not have a form category setting in the basic data are stored in the eFile with the standard category stored here.
If nothing is entered, documents are stored in the eFile without category.

→ Pls see eFile tab in the order → Select form category.