Invoice Demat: What will partner platforms be used for in the future? – Transformation and process > BI

In the electronic invoicing process, for which the deadline is approaching*, companies will be given two choices: to submit their invoices directly to the public invoicing portal (PPF) with or without a dematerialization operator (OD), or to go through a partner dematerialization platform (known as PDP). .

Future partner platform for electronic invoicing

“For AIFE, this is a way to release its own invoicing portaln, to better distribute the load”, Frédéric Massy, ​​marketing director of Itesoft, a company specializing in software for the dematerialization and automation of business processes, emphasizes that it plans to register as a PDP in the future.

These future so-called PDP platforms originate from the fact that many companies in the automotive, optical or distribution sectors have already invested heavily. EDI type electronic invoice flowOften for purchasing their produce. “However, the public invoicing portal was not designed to support these numerous EDI formats, which are very specific. The idea then arose to capitalize on this existing ecosystem and integrate it into the system to facilitate the adoption of reforms by companies that have already invested in dematerialization”, Frederick Massey specifies.

Platforms are registered for 3 years

Specifically, these Future Partner Dematerialization Platforms (PDPs) will be registered for 3 years. The decree should be published as soon as 2022. They will be intermediaries between suppliers and customers. These will be service providers Responsible for sending invoices In dematerialized form from the supplier To the customer And to extract specific data from these invoices to send them to the tax authorities (Identification of supplier and customer, amount excluding VAT of operation, amount of VAT due etc.).

They will be able to process invoices in formats other than the 3 pivot formats (UBL, CII, Factur-X) accepted by PPF., such as EDIFACT, Gallia or other shipments. As such, these PDPs will have the eligibility but obligation to provide all e-invoicing, e-reporting and processing status data (invoice received, rejected, collected etc.) to the administration on behalf of the clients. they work “Ultimately, the responsibility is wider than the simple transmission of a PDF, issuing it to the administration instead of the taxable person, receiving invoices and doing the work of sending data and status. », Frédéric Massy, ​​Marketing Director of Itesoft specifies

Fight against VAT fraud

This reform scheme is one of the best ways for the state to fight against VAT fraud. According to the Court of Auditors, VAT fraud is presumed in France 15 billion euros per year. This is a significant deficit for the state budget. Thanks to the real-time collection of data and invoicing status, the tax administration hopes to change the situation. Finally, this information should also be allowed Pre-completion of VAT declaration. “It’s like filling out your tax form in advance.”As mentioned by Frederick Massey.

Accurately map its accounting process and invoice flow

Is this type of platform suitable for all companies?“It is not exclusive. If 100% of the invoice flow is EDI (transmission and reception), companies may ask themselves the question of whether they actually want to go through PDP.”, Refers to Frederic Massey. “But so is he Mixing between transmission and reception is possible, depending on its flow, different options: direct connection to PPF, through a dematerialization operator (OD) or through one or more PDPs. For this, above all it is necessary to map its accounting process and flow, type, volume, origin of its invoices and thus assess the best mode of linkage with PPF ». He advises Daf Digitize their accounting process without delay And start their digitization through the process Agree to pay. A way to prepare your organization to receive electronic invoices, while benefiting from the benefits of automation beyond the sole invoicing scope included in the reform: order processing, order reconciliation, invoicing, distribution, validation workflows. …

About a dozen actors are registered as PDP

For future applicants for registration as PDP (in September 2023), The process seems long and tedious. Being within the constraints imposed ISO 27001 certifiedMust be able to connect to PPF and other PDPs but must be “Safe in the Cloud”, i.e. working with the infrastructure of a sovereign operator. A state audit should be done after one year. Today the future market players of these PDPs are working on implementing additional services to stand out from their competitors. “For example we can imagine archiving, validation and accounting allocation services”, Refers to Frederic Massey. Actor (Editor of Automation Solutions) is also starting PDP. ERP players are not left out and are asking themselves the question of getting into this field. Between ten and twenty of these PDPs should be recorded. The future will tell.

^{*From July 1, 2024, everyone will have to accept electronic invoices, as well as issue this format for large companies. On January 1, 2025, it will be the turn of medium-sized companies to issue invoices in electronic format and on January 1, 2026, this obligation will also concern SMEs and VSEs. Source: Order dated September 15, 2021}