MyData - Revision history

Kallia at 08:23, 17 January 2022

2022-01-17T08:23:16Z

Kallia at 08:49, 26 August 2021

2021-08-26T08:49:15Z

Kallia at 08:47, 26 August 2021

2021-08-26T08:47:28Z

Naya: /* Productive Environment */

2021-08-24T11:36:25Z

‎Productive Environment

Naya: /* MyDATA mappings in hoteliga */

2021-08-24T11:22:21Z

‎MyDATA mappings in hoteliga

Naya: /* MyDATA matches in hoteliga */

2021-08-24T11:22:04Z

‎MyDATA matches in hoteliga

Naya: /* Deadlines */

2021-08-24T11:21:32Z

‎Deadlines

Naya: /* Deadlines */

2021-08-24T11:21:06Z

‎Deadlines

Naya: /* Deadlines */

2021-08-24T11:19:48Z

‎Deadlines

Naya: /* Introduction */

2021-08-24T11:13:25Z

‎Introduction

@@ Line 47: / Line 47: @@
 === Productive Environment ===
-<s>In case of using the normal environment (true data), the user must do the following:
+In case of using the normal environment (true data), the user must do the following:
 # Go [http://www.aade.gr/epiheiriseis/mydata-ilektronika-biblia-aade/emporika-logistika-programmata-diaheirisis-erp here] and click on the '''"Login to Application"''' button at the bottom of the page.
 # The new page that will appear must be entered with the '''company's Taxisnet codes'''.
@@ Line 56: / Line 55: @@
 # In the small window that will appear you must fill in a username, a password (2 times) and an e-mail.
 # If all goes well, a user dashboard should appear at the bottom of the screen. This table contains the '''API code''' and '''username''' which you must use below in hoteliga.
-# The A.A.D.E. will also send a confirmation e-mail for the creation of the new user, so you should not miss the opening of this e-mail and clicking on the confirmation link.</s>
+# The A.A.D.E. will also send a confirmation e-mail for the creation of the new user, so you should not miss the opening of this e-mail and clicking on the confirmation link.
 === Test Environment ===
-When using the test environment, the user must do the following:
+<s>When using the test environment, the user must do the following:
 # Go to the developers page [https://mydata-dev.portal.azure-api.net here]
 # Then you have to click on the '''"Register User"''' button.
 # In the new page that will load, you must fill in the required information and click on the '''"Register"''' button.
-# If all goes well, the '''"Login Key" (API Code)''' should appear at the bottom of the screen, which in combination with the username will be used later in the hoteliga.
+# If all goes well, the '''"Login Key" (API Code)''' should appear at the bottom of the screen, which in combination with the username will be used later in the hoteliga.</s>
 == Enable myDATA Functionality ==

@@ Line 29: / Line 29: @@
 After activating the special myDATA functionality in hoteliga, a series of fields and functions that were not previously seen appear in the system. These are:
 # Creation of companies and branches for each company. The existence of the concept "Company" did not exist in the hoteliga until now, but it was deemed necessary, as the Tax Identification Number of the issuer of the document needs to be sent to myDATA.
-# Matching document types in hoteliga with myDATA document types. Also, for each document type, a document line type must be matched with the possible options allowed by myDATA.
+# Mapping document types in hoteliga with myDATA document types. Also, for each document type, a document line type must be mapped with the possible options allowed by myDATA.
 # A third '''"myDATA"''' tab has been added to the invoice window. Through this tab one can:
 ## Send this individual document to myDATA for the first time.
@@ Line 86: / Line 86: @@
 == MyDATA mappings in hoteliga ==
-Match the types and lines of documents issued by hoteliga with the appropriate types supported by myDATA. Navigate to the mappings from the '''Options ⇒ Tools ⇒ myData ⇒ myDATA accounting doc. mappings'''
+Map the types and lines of documents issued by hoteliga with the appropriate types supported by myDATA. Navigate to the mappings from the '''Options ⇒ Tools ⇒ myData ⇒ myDATA accounting doc. mappings'''
 = Restrictions =

@@ Line 21: / Line 21: @@
 According to the text "Frequently Asked Questions - Answers myDATA * Business Issues" published [https://www.aade.gr/sites/default/files/2021-07/FAQS_epixeirisiakathemata_02.07.2021.pdf here] on '''02.07.2021''', ''"...the year 2020 is a year of education and '''2021 is a year of tolerance for late and inaccurate transmissions'''. The primary goal of the project is to enable businesses to transmit through the '''five''' transmission channels. In any case for 2021 and until the submission of the Income Tax Return for the tax year 2021, companies have the obligation to transmit all their data accurately in relation to the data of their books and E3… "''
-'''ATTENTION:''' While in the first phase the invoices that will be issued will not be sent in real time, the transmission will be done in bulk per month, so '''the invoices issued from 1/1/2021 must be issued correctly and, above all, in order without negative amounts''', as required by A.A.D.E. (see below in "Configuring myDATA in hoteliga")
+'''ATTENTION:''' While in the first phase the invoices that will be issued will not be sent in real time, the transmission will be done in bulk per month, so '''the invoices issued from 1/1/2021 must be issued correctly and, above all, they must have series and no negative amounts''', as required by A.A.D.E. (see below in "Configuring myDATA in hoteliga")
 = myDATA & hoteliga =
@@ Line 28: / Line 28: @@
 = New Features =
 After activating the special myDATA functionality in hoteliga, a series of fields and functions that were not previously seen appear in the system. These are:
-# Creation of companies and branches for each company. The existence of the concept "Company" did not exist in the hoteliga until now, but it was deemed necessary, as it now needs to be sent to myDATA of the Tax Identification Number. of the issuer of the document.
+# Creation of companies and branches for each company. The existence of the concept "Company" did not exist in the hoteliga until now, but it was deemed necessary, as the Tax Identification Number of the issuer of the document needs to be sent to myDATA.
 # Matching document types in hoteliga with myDATA document types. Also, for each document type, a document line type must be matched with the possible options allowed by myDATA.
 # A third '''"myDATA"''' tab has been added to the invoice window. Through this tab one can:
 ## Send this individual document to myDATA for the first time.
 ## To see on the spot the unique U.RE.N (Unique Registration Number) and UID assigned by myDATA to this document.
-## To see the shipping history of the document in myDATA and any errors that occurred.
+## To see the upload history of the document in myDATA and any errors that occurred.
 ## Re-send the document to myDATA to the extent permitted.
 # In the '''Reports''' there is a special group myDATA with various reports regarding the historicity of sending documents to A.A.D.E.
@@ Line 74: / Line 74: @@
 About the recipients of the documents:
-To send documents to myDATA you will need the TIN, the city, the postal code and the country of the recipient of the document. Also, in the customer window (in the billing details), the branch code is displayed, a field that is optional when creating a customer. The same field can be seen through the booking window, through the "Customer" tab. If this field is left blank in hoteliga, then when sending a document to which this customer will be the recipient, the value "0" will be sent to myDATA, as myDATA requires a value for this field. The value "0" corresponds to the headquarters of the recipient.
+To send documents to myDATA you will need the TIN, the city, the postal code and the country of the recipient of the document. Also, in the customer window (in the billing details), the branch code is displayed, a field that is optional when creating a customer. The same field can be seen through the reservation window, through the "Customer" tab. If this field is left blank in hoteliga, then when sending a document to which this customer will be the recipient, the value "0" will be sent to myDATA, as myDATA requires a value for this field. The value "0" corresponds to the headquarters of the recipient.
-== Pricing settings in hoteliga ==
+== Invoicing settings in hoteliga ==
 The steps to follow in order to prepare your hoteliga account for myDATA are as follows:
-# In the '''Counters''' through the menu '''Options ⇒ Settings ⇒ Invoicing ⇒ Counters''' should be adjusted based on the new fields that have been added. Specifically, '''for all series/ counters that are active:'''
+# The '''Counters''' through the menu '''Options ⇒ Settings ⇒ Invoicing ⇒ Counters''' should be adjusted based on the new fields that have been added. Specifically, '''for all series/ counters that are active:'''
 ## The field '''"Series"''' must be filled in with some letters so that '''the series and the invoice number are distinct''', as required by A.A.D.E. In case you already have a character in the "Format" field that is essentially the series, new counters should be used for 2021, and the old/ problematic ones should be turned off.
-## In the field '''"Type"''' a price should be set and the “Invoice item type” should be linked to what item will be invoiced in this counter, i.e. goods, services or both.
+## In the field '''"Type"''' a document type should be set and the “Invoice item type” should be linked to what item will be invoiced in this counter, i.e. goods, services or both.
-## In the '''"Branch"''' field, a price should be set based on the companies and branches defined in the previous step.
+## In the '''"Branch"''' field, a branch/headquarters should be set based on the companies and branches defined in the previous step.
-# In the '''Extra Charges''', if you use them, you must specify for all active registrations the type of the registration, i.e. define whether it is a good or a service. For example, a soft drink is a good thing, while an airport transfer is a service.
+# In the '''Extra Charges''', if you use them, you must specify for all active registrations the type of the registration, i.e. define whether it is a good or a service. For example, a soft drink is considered to be a good, while an airport transfer is a service.
 # In '''Templates''', in the official documents (i.e. receipts for the provision of services, invoices for the provision of services, etc.), the field “Series” (completed in the previous step) should be added before the invoice number or in another place on the document. This field is <pre>{{ series }}</pre>

@@ Line 48: / Line 48: @@
 === Productive Environment ===
 --- Attention: The possibility of switching from test to production environment is in the final stage of testing. You can only use the test environment at this time ---
 === Test Environment ===

@@ Line 77: / Line 77: @@
 == MyDATA mappings in hoteliga ==
-Match the types and lines of documents issued by hoteliga with the appropriate types supported by myDATA. Navigate to the mappings from the '''Options ⇒ Tools ⇒ myData ⇒ myDATA accounting doc. Mappings'''
+Match the types and lines of documents issued by hoteliga with the appropriate types supported by myDATA. Navigate to the mappings from the '''Options ⇒ Tools ⇒ myData ⇒ myDATA accounting doc. mappings'''
 = Restrictions =

@@ Line 20: / Line 20: @@
 According to the text "Frequently Asked Questions - Answers myDATA * Business Issues" published [https://www.aade.gr/sites/default/files/2021-07/FAQS_epixeirisiakathemata_02.07.2021.pdf here] on '''02.07.2021''', ''"...the year 2020 is a year of education and '''2021 is a year of tolerance for late and inaccurate transmissions'''. The primary goal of the project is to enable businesses to transmit through the '''five''' transmission channels. In any case for 2021 and until the submission of the Income Tax Return for the tax year 2021, companies have the obligation to transmit all their data accurately in relation to the data of their books and E3… "''
 '''
-ATTENTION:''' While in the first phase the invoices that will be issued will not be sent in real time, the transmission will be done in bulk per month, so '''the invoices issued from 1/1/2021 must be issued correctly and above all in order without negative amounts''', as required by A.A.D.E. (see below in "Configuring myDATA in hoteliga")
+'''ATTENTION:''' While in the first phase the invoices that will be issued will not be sent in real time, the transmission will be done in bulk per month, so '''the invoices issued from 1/1/2021 must be issued correctly and above all in order without negative amounts''', as required by A.A.D.E. (see below in "Configuring myDATA in hoteliga")
 = myDATA & hoteliga =

← Older revision		Revision as of 11:19, 24 August 2021
Line 20:		Line 20:

	According to the text "Frequently Asked Questions - Answers myDATA * Business Issues" published [https://www.aade.gr/sites/default/files/2021-07/FAQS_epixeirisiakathemata_02.07.2021.pdf here] on '''02.07.2021''', ''"...the year 2020 is a year of education and '''2021 is a year of tolerance for late and inaccurate transmissions'''. The primary goal of the project is to enable businesses to transmit through the '''five''' transmission channels. In any case for 2021 and until the submission of the Income Tax Return for the tax year 2021, companies have the obligation to transmit all their data accurately in relation to the data of their books and E3… "''		According to the text "Frequently Asked Questions - Answers myDATA * Business Issues" published [https://www.aade.gr/sites/default/files/2021-07/FAQS_epixeirisiakathemata_02.07.2021.pdf here] on '''02.07.2021''', ''"...the year 2020 is a year of education and '''2021 is a year of tolerance for late and inaccurate transmissions'''. The primary goal of the project is to enable businesses to transmit through the '''five''' transmission channels. In any case for 2021 and until the submission of the Income Tax Return for the tax year 2021, companies have the obligation to transmit all their data accurately in relation to the data of their books and E3… "''
		+	'''
		+	ATTENTION:''' While in the first phase the invoices that will be issued will not be sent in real time, the transmission will be done in bulk per month, so '''the invoices issued from 1/1/2021 must be issued correctly and above all in order without negative amounts''', as required by A.A.D.E. (see below in "Configuring myDATA in hoteliga")

	= myDATA & hoteliga =		= myDATA & hoteliga =

@@ Line 1: / Line 1: @@
 = Introduction =
-myDATA, i.e. '''my Digital Accounting and Tax Application''', is the name of the new electronic platform, with which A.A.D.E. introduces E-Books into the daily lives of businesses. Through it, the revenues and expenses transactions of companies and other entities that keep accounting records according to the Greek Accounting Standards "(ΕΛΠ)" are monitored and the accounting and tax result of companies is reflected, derived by the data of the E-Books. '''It concerns all companies''' that keep accounting records according to the ΕΛΠ and in accordance with the specific provisions of the law.
+myDATA, i.e. '''my Digital Accounting and Tax Application''', is the name of the new electronic platform, with which A.A.D.E. introduces E-Books into the daily lives of businesses. Through it, the revenues and expenses transactions of companies and other entities that keep accounting records according to the Greek Accounting Standards (ΕΛΠ) are monitored and the accounting and tax result of companies is reflected, derived by the data of the E-Books. '''It concerns all companies''' that keep accounting records according to the "ΕΛΠ" and in accordance with the specific provisions of the law.
 === Deadlines ===
 From '''October 1, 2021''', income and expense receipts must be sent to the myDATA platform.