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General store bill format for corporations

good morning everyone um my name is Max uh from smart so today I will be doing the E invoice online training for this session let's start okay so uh for our e training module mainly we will cover uh three parts we cover for maintenance and validation where we will do the EO store setup the customer and also supplier uh Team validation update and also the classification for uh validation then we will have the invoice transaction flow where we will show you for our our retailer B2B and b2c our e-commerce for self build disbursement and also employee uh claims and benefit and after that we will also show you uh our system where we uh do the submission flow and also the dashboard then we will have our EO dashboard then we will show you the mon end consolidate invo submission flow and also the grace period consolidate invo submission flow so how invoice works so this is uh an overview of the workflow of the invoice so uh we will issue invoice like normal okay we isue an invoice then after that once we show out we will validate the invo voice okay once uh validated then we'll have the notification once everything is done then we will share out the E invoice okay so if let's say we have rejection canellation then we will uh need to check uh what's the issue then after that uh once everything is done your supplyer and buyer they can check from their my uh my invoice port so uh they will have a summary of the transaction in the my my invoice portal okay so how uh smart e invoice works we have to assign the intermediate taxpayer portal then we have the p2c cash sales then we have self Buu solution okay then we have third party Consolidated submission we also have Marketplace sales our B2B our eore and also the six Monon Consolidated submission okay so this is the overall flow including for our uh post okay we have accounting Marketplace inventory the party Manion then our post then everything will go to our dynamote and then from dynamote we will send to RCN for the validation okay so uh during the first batch we also have few customers that we already implemented okay like AA Pharmacy China Airlines Mega Kim and also Z Gat to to use our uh dyam EO mostly the first thing that you need to check whether the version that you are currently using is it the latest one if not the latest at least the version have to be in two 202 24.3 okay our current latest version is 202 24.4 so if your software is not updated please do the update or if you're not sure how can ask your agent to help you to do okay also another thing is for you to use the E invoice you have to uh get a valid invoice module subscrition because if you do not have that then you are not able to use our e invoice uh subscription so if you don't have then you have to uh get it from your agent you you can talk to them now uh we will show you how to do the maintenance and also validation on our system so e invoice maintenance and meditation so mainly we need to set up the E invoice store company profile location profile then your customer or supplier te number update and validation then also classification code update and also some uh utility tools that you can use okay right so first thing is we need to uh enable the emo setting okay so we have to go to Common module setup then company default settings so from company settings you'll see number five E invoice so from here you have to take enable e invoice Malaysia okay so the effective date you put it as of at as of that day that you enable this okay then you save it so once you save when you go back to the system menu then you'll find you'll see that you have a new uh module called invo Malaysia okay so now we have to set up the store so we go to invoice Malaysia set up and then invoice store so uh from here we add on a new record we add a a store ID usually we'll put it as HQ then your description okay after that go to more then we click on set production URL then we set intermediary configuration okay so at the bottom here you can see you have the client ID and the client secret okay make sure the the client login option we you set it as intermediary option okay so what is intermediary and how to set uh smart as intermediary in my invoice portal so um Ln they provide two option for businesses to issue invoice okay one is through the my invoice portal manually the second one is the API integration which uh smart is using so if you're using API integration then you need to obtain the software company information like the tin brn and the Soul name to set it as intermediary in the HDM invo portal So Below uh you can see the steps to add in the intermediary so you have to access your my uh my invoice portal okay so you click on your text player profile go to the bottom there you can see representative where you can add in the intermediaries Okay click on ADD intermediary then you g uh the T number the brn and also the name then you can click on search then can continue so in case if you type in the name sm-c solution but if you unable to find you can try to use the alternative way which is the S _ to search so usually uh you will be able to find so once click on continue then you have to set the representation from and to so representation to the DAT uh you put it as long as possible so maybe 2050 or maybe you can put to uh 2099 okay so at the bottom here the permission make sure to enable all if you're not sure you can just follow this uh picture all of this is already take to enable Okay so once everything enable then we click on ADD intermediary so this is the example so you can see the status is active all right after that's done then now we need to set up our uh en invoice project so we go to en invoice Malaysia set up and then en project so what is invoice project this is uh actually for you to set the system to help you automate the process flow so in case if this is not done then the system will not help you to automatically submit okay so you can see uh these are all the things that the automation F will do for you okay so you uh add new record you C your project ID your description and also effective date okay then choose the store ID the one where we set up just now and then click populate task once everything is done then we can save so company and location uh these are things that you will need to uh fill so basically is actually the same thing for company and location uh so you have to have their registration name the team number and then their uh business reg uh business registration number the new one not the old one okay then uh if they have SS number or if they have tourism text they have to key in then their contact number the email address msic code business activity description and also their company address so what is msic code so basically it's a five-digit numeric code that represent the tax perer uh business nature and activity so when you can find the msic code so uh we have two links for you first and second one you can also get it from your taxpayer income tax return form or you can also uh get it from your company SSM document okay the other one is uh from our system you can also check the msic code okay you can get it from E invoice Malaysia and a set up invoice code tables and the E invoice msic okay so now we need to set up the company's uh information for invoice so you notice that um the invoice tab here is you can see now because you have already enabled the invoice uh function if you cannot see that means you you haven't activate the emo yet so we need to double check first then from here once you have this e invoice tab so you need you will need to key in your information okay then take note that the msic ID and so state ID uh you are required to choose and fill in okay so the company registration number like I mentioned just now you have to use the new one okay not the old one you have to use the new one so once everything here is already beinging fill in okay you can click on this small uh icon here to validate the team number so if successful then done so if not successful got uh some issue then you need to check back so maybe uh you miss out some uh number you need to check okay and then this one is the comp compulsory field that you need to fill in okay the poster Zone city name state ID and also country ID okay country ID is M uh is a default by lhdn so uh for those that you are unsure okay you can either put it as na 00 or 5 Z okay next we need to set up the location so uh for location normally the information will be the same as the company okay so in case is the same so you can see uh at at the right here there is two option here okay the first one is to copy the company location to uh the company information to this location only the second one is if if all of the location also sharing the same information as the company then you can use the second one where it will copy the company's uh information to all of the location okay so you don't need to K manually one by one okay now you go to supplier and uh customer so these are the information that uh you need to prepare you need to ke so you have uh Supply name their T number their brn or identification number okay then uh SS number if they have tourism text the email msic code business activity description address and also contact number so the difference between supplier and buyer is only the tourism text number okay so for supplier we need to C the information okay it's under supplier module set up and then supplyer so same thing under e invoice tab you need to K in the information okay compulsory fi that need to fill in registration name the T number the register type register number whether they are Malaysian or not then SS registration number if no then you can put any tourism text if no then you can also put in a their email msic ID postal Zone city name Cate ID and Country ID so for foreign supplier or self build supplier you can take the check boox here for self buil in supplier if it is self buil if it's not then you need to dick okay is it all cannot here or some of you can hear so maybe for those that are not clear maybe you can uh check your internet connection yeah or else you can just try to log out and then log in again okay and continue okay so if uh let's continue so for supplier if let's say say local supplier state ID uh we have to choose to fill in so when we fill in the country ID it will automatically populate for you okay so let's say this is a foreign supplier so we can use uh 17 not applicable and then the country ID it will show as uh S S NA okay all right now for uh customer so the same thing we'll go to customer module set up and then customer then under e invoice tab AFF all the information same thing as uh supplier you need the name the pin number the register type register number and then if this is Malayan or not if yes then you take malan if not then you don't need to take SST if they have no then you put it na then the email msic ID poster Zone city name set ID okay so uh our system we have we already uh have the uh General number okay so as you can see at the side here we have GT 10 20 30 and 40 okay so what's the difference so for GT1 it is a general public te which this formation okay then we have gt20 which is for non Malaysia okay foreign bio te then we have gt30 which is foreign Supply 18 and then we have GT40 which is for government only okay so these are the difference all right now we have some utility tools that uh you can use okay we have uh Team validation and also B update tools for customer and supplier so the team number validation you can access through uh invoice man transaction and then taxpayer team validation okay so when you're in ready you click on the refresh data okay so once you once it's done then you have a list at the bottom okay so you can select the record that you want to validate you click on it and then you can right click and then you'll have this uh option for you to choose right you can uh submit for taxpayer team validation set to not validated validated enable tax payer team validation or disable Okay this process is the same for location supplier and customer so in case if you do want to select one by one you can actually highlight one and then on your keyboard you press control+ a it will select all right click and then you can select the action that you want okay so this is for cab uh customer and supplier same thing all right now we have the uh box update tools so you can access through invoice Malaysia setup then utility so uh have ire customer or ire supplier so for example um for customer so you click on the drop down here so let's say if you're in import customer when you click on the Arrow here it will only show you customer so if you're under supplier when you click on the drop down arrow it will only show you supplier it won't show both okay so you click drop down you select the format ID and then you click on export data and you press yes and then you click on export data then you click save to save the Excel file okay so this is the example of the template okay so this Excel file you can use it to uh update your customer uh invoice information so once everything is updated then you can go back to the modu there okay same click on the drop down arrow select the format then you click browse file then you select the template that you have already done where is the where is it located click okay and then you click process to do the import okay it's the same process for both supplier and also customer okay so now we have classification code update so classification code update uh we have two play that need to do one is in your stock code another one is in your TR account if you're using account code to create your invoice okay so what is classification code so uh this code is actually uh to define the category of product or Services being built for commercial transaction so uh is a uh three digigit code and currently we have uh 45 categories by hdn so you can you can find it from this link from my invoice or from our system you can go to E invoice Malaysia setup invoice Code table invoice classification code so how you uh update this classification code into your uh item your stock item so to access your stock item you go to inventory module set up then stock you call out your item which item that needs to add in the ID then you can see from En tab there you have item classification ID and also item text type ID okay so by default in our system we already help you to change all into using 022 for others and text type ID is not applicable so if you know the item what is the code and also the text ID then you can change it for your account code you have to access through the accounting module setup and then cha account so you actually don't need to maintain all just identify which one that you'll be using and then you add in the classic vision code a text type ID for the account code okay so now uh we show you the transaction flow so for the transaction flow we have for retailer business to business or and also business to Consumer then we have for uh e-commerce Marketplace also for self build for overse purchase then uh disbursement and S reimbursement for employee and uh expresses claim so uh this is the transaction flow for our system all right so we have uh different types of invoice okay we have the normal invoice then we have the self buil invoice and also the Consolidated e invoice so this is the workflow for the uh invoice where we will create and submit the invoice and then the validation then we have the notification of validated then sharing of the invoice and then if let's say there's a rejection or cancellation of e invoice and then finally the summary of e invoice where we can obtain from the my invoice portal okay invoice transaction flow for retailer so we have uh B2B where we have customer invoice deit note credit note and refund note as for b2c we'll have uh our FR in the post cash sales okay so this is the flow for B2B so we issue the invoice for our customer okay it's either invoice credit note debit note or refund note then our system will submit it to hdn for the submission then after that hdn will return the validation result for us so uh what is the difference between uh invo credit refund and debit so for cred usually is for reduction of amount for previous issued invoice including uh sales Discount sales return okay to be used when reduction of invoice does not involve uh returning of Monies to buyer okay so for de note is to increase the amount on a previous issued invoice wellas for refund note refund note is a uh document issued by seller to confirm the refund on buyer payment so this is typically used when it involve the return of uh money so this is the difference for credit note and refund note so for credit note sold off his shair and issue the EM1 okay so eight units of share is 40 return back so Mr Li we only need to reue uh credit note this this is credit note so for refund mode same thing sold 200 office share then paid 2,000 eight units of Shar is 40 and return back to me selling so they will need to refine ethering it okay so for our invoice you can access through customer module transaction and then customer invoice so uh in our system we have two uh document flow for our invoice okay one is open and other one is ready to sub submit so what is the difference ready to submit is if you set it is ready to submit our system will automatically help you to submit this document to hdn okay for open if you say is open meaning to say maybe this document you still need your higher up or another person to double check before is ready for submission so this is the difference so you can see the buy information when you issue the invoice it will automatically help you populate based from the customer profile that we initially set up for the customer so once all information is verified correct then we can save and we can submit the invoice already okay either we can do it manually or we can do it automatically uh through the system so let's say if you want to uh submit manually so once you save this uh document you can go to more and then e invo section click on submit document and then you submit the document this is how you do it manually so once you click submit document it will show you submit document process completed the setatus already changed to valid so if let's say it is submitted successfully so lhdn will return the status document as valid okay the compulsory 55 field will also be sted and then we can generate the uh the document with the U ID using our inv format okay so this are our Eno sample format all the required 55 Fields info will be shown in the format the U ID will also be shown okay the unique identifying number and at the bottom you have the QR code for customer to scan for issuing customer uh okay so I'll show you a video on how to B uh simple video on how to do the invoice for issuing customer invoice you can just key in your transaction is usual when finished save the transaction then go to more e invoice action click submit document and proceed fore invoice submission the system now is getting results from irbm and is done the transaction status will become validated success you can print out the E invoice format and give it to your customer all right so now uh we have the uh cancellation and rejection flow so we have 72 hours of Ru for rejection and cancellation okay so for supplier uh they can self perform cancellation of e invoice within 72 hours with valid reason okay so upon cancellation notification will be sent to the buyer okay for buyer site they can request rejection within 72 hours same with valid reason okay for uh let's continue so for Byer uh uh they can request uh rejection within 72 hours same thing with valid reason okay if supplier accept rejection from buyer hey uh I repeat again H so for the 72 hours rule rejection or cancellation for supplier they can self perform cancellation of the invoice within 72 hours with valid reason okay upon cancellation notification will be sent to the buyer okay SPS for buyer same thing they can request rejection within 72 hours with valid reason if supplier accept the rejection from buyer we can cancel the invoice within 72 hours if supplier did not cancel the invoice no cancellation is allowed after 72 hours okay so e invoice it will be automatically accepted after 72 hours okay so once accepted okay any subsequent adjustment would have to be made by issuing either query note debit note or a refund note okay so for cancellation transaction uh we did within 72 hours so if you have amendments or cancellation can be requested within 72 hours okay in in ance to invoice rules so uh from the invoice okay we go to more invoice section and then we cancel document okay uh make sure to fill in the cancel reason press okay and then cancel the document once editing is complete then we proceed with the submission as usual okay so if let's say uh you already exit 72 hours so once you exceeded then you cannot do anything to this invoice already okay so as such you will need to use uh credit note okay so for sales credit note you can go to a customer module transaction and then customer credit Noe okay so same thing either we set as open or ready to submit and then remember that the knockof invoice must be applied to the original invoice okay so the submission process flow is the same as customer invoice so the original e invoice validated U ID will be displayed when not of invoice are applied to the original invoice so you can see the validation link and also the original invoice validated U ID okay uh so uh show you a video for cred note for issuing credit note you can just key in your transaction and match with an invoice as usual when finished save the transaction then go to more e invoice action click submit document and proceed for a invoice submission the system now is getting result from irbm and is done the transaction status will become validated success you can print out the E invoice format and give it to your [Music] customer okay so for sales refunded hold on give me five minute um I try to change to another line you hold on e e e okay so sorry uh all right uh maybe I repeat again the video hold on for issuing credit note you can just key in your transaction and match with an invoice as usual when finished save the transaction then go to more e invoice action click submit document and proceed fore invoice submission the system now is getting result from irbm and is done the transaction status will become validated success you can print out the E invoice format and give it to your customer [Music] okay all right so uh for sales refund note okay you can access through the uh customer module transaction then customer refund note okay so uh the invoice number must be SED and the reason must be filled in okay so you have to key in your reason okay then you enter the price or quantity uh for the stock ID or account code to process the refund okay then you select the payment method such as uh cash or Bank in the payment details section okay then after that the document is ready to submit okay the processor is the same as the customer credit note okay so uh now is for b2c okay business to Consumer transaction type so for first scenario supplier obtain the buyer detail okay supplier will issue and validate the E invoice with irbm okay after that supplier will share the validated e invoice to buyer okay buyer May scan the QR code to view the E invoice validity okay then buyer will be able to substantiate the transaction for tax purposes all right so for second scenario supplier issue normal receipt to buyer okay same like what we are doing now current business practice then supplier will consolidate or receip on a monthly basis then supplier will issue and validate Consolidated invoice with IBM okay so there are two scenarios one is either directly they give the issue out to the buyers or second one they will do it by consolidate on monthly basis okay for formulation individuals they will need to provide either te number my c number or they can provide both okay where else for non Malaysian individuals they can either provide their team number or they provide the team number and also passport number okay so take note if we use General team number we must also key in their passport number okay so this is the flow for first method okay customer will request invoice from post so click reprint and customer details okay so they'll print out the E invoice and then they'll pass it to the customer okay then the E invoice will send back to our Dynam and then dynamod will submit the voice to hn okay so for post okay so when they complete the post sales transaction okay once everything done they continue to The Next Step okay so they go to uh receip and then at the bottom you can see invoice button so once you click on it you need to ke the information okay the T number or IC number or if they don't provide you any te number you can use the general thing and then you click on submit invoice okay so those FS with Aster you have to fill in before you save okay so once the document submitted okay so the E receip information we can send it either by email or also by WhatsApp but in order to send by WhatsApp this is actually a uh third party paid uh subscription so if you need it you can uh talk to your agent they will assist you for this okay so you can see if by WhatsApp it will show you the receipt and also U basic greetings okay okay this is for method two so customer by from you okay you'll print a receipt with a QR code then they can scan the QR code and they fill in their details okay once it do is everything is key it will sing the information to our dynamote dynamote will submit the invoice once get the validation details then the inv invoice is created then customer will will receive Ino via uh email or WhatsApp so this is uh for our SCP our emo platform so customer scan the code to SCP fill in the information sync to dynamote dynamote will SN to hdn and hdn will get back the validation to DN this is the flow so this is the sample of the C the receipt QR code is at the bottom so when you scan the QR code it will redirect you to our SCP then from here you will have to key in your information okay so now is the transaction flow for uh e-commerce so we have for Marketplace and also so for e-commerce so actually for uh e-commerce like um Tik Tok shopy naada uh we actually don't need to issue invoice for our Customer because the invoice will be issued by the respective uh respective Marketplace okay so how do we set it in our system so let's say uh we take Lazada for example okay this Marketplace customer at the eny stab at the bottom here you can see there is a check boox for not applicable for E invoice okay so those that not require e invoice generation you can take this one not applicable for invoice okay then you can save it so for Marketplace transaction uh customer modu transaction then customer invoice so when you ke everything you can actually see from for the invoice treatment it already have with to th as not applicable so it will generate the emo for you right go for uh web store so uh for this one we will use uh manent Consolidated invoice to submit for the E invoice okay so uh same thing you need to C the invoice information okay the T number we can use uh general public T number either gt10 or gt20 gt10 for local buyers gt20 for foreign buyers okay so same thing information they need to fill in the registration name the T number Register type register number is Malaysian if it's not Malaysian don't need to take the SS tourism tax not applicable just put in a they email msic ID poster Zone city name and state ID okay the transaction falls under customer module transaction then cast M wise so for eore invoice transaction require e invoice generation and submission so the submission process you can do one or two ways okay you can either do manual submission follow the usual process flow okay just like how you submit for customer invoice or you can do money consolidation so we'll consolidate the invoice at the end of the month for submission so now we have uh transaction flow for self bu okay we have uh self B invoice for overse purchase of goods and service another one is for other allow transaction so what is the difference difference between uh e invoice and also self build okay normal e invoice is uh supplier they will show invo to buyer okay when the so goods and service rendered but for self Buu uh self Buu invoice why we call it self Buu self Buu is for uh one those that uh still haven't falls under the Ino batch like batch three okay or those uh um those uh roadside sellers like those uh antis that don't have uh this information so they don't they won't issue the invoice to you so you have to do a self bu invoice okay to record the purchase and also the spending transaction so these are the list of allow transaction to issue the self Buu invoice okay transaction like payment to agents Goods or service rendered by Foreign suppliers importation of goods imported service profit distribution uh like dividend distribution e-commerce transaction uh payout to batting and gaming winners transaction with individual who are not conducting businesses then uh interest payment except for uh businesses that charge interest okay and the last is the claim compensation or benefit payments from the insurance business of an insurer okay self build uh invo transtion flow so once we issue out the self P invoice uh system will automatically uh system will submit to for the Emy submission okay so once validated you will start the transaction okay so for surface transaction we'll have for uh Supply invoice uh Supply debit note Supply credit note and also Supply refund note okay so for importation of goods and also importation of service okay let's say for example uh the importation is on uh month of October the last day for you to issue the self build e invoice is on end of next month okay so either goods or services is also the same thing okay so for self view supplier profile info okay same thing we go under supplier module setup and then supplyer okay like I mentioned just now if it's a self self bill or foreign supplier we are required to take the self Bill uh emo supplier okay then the information that we need to fill in their registration name their supplier te okay for foreign Sal te we can put s gt30 okay then there register type register number formation we need to take then SST and and so tourism text we can put it as na if not applicable then the email then msic ID will put as 5 Z for foreign supplier okay bsiness activity also we put this as na a for foreign supplier then we then the poster Zone city name state ID will key in as 17 for foreign supplier then country ID your foreign supplier it will show as an so self bu invoice same thing we go to supply module transaction Supply invoice so once everything key in you can assign the document flow is either open or ready to submit okay then you can see that you automatically help you to put it a self view inv then you can see the supply team we're using gd3 general the general ID then double check your msic ID your supply MSC ID with 5 then set ID is 17 and the country ID is any so once all this information is correct then you can save then you can submit for the invoice same process flow similar to customer invoice okay same thing for Supply credit note refund note so for refund note uh need to take note is the invoice number must be selected reason you have to fill in okay then you have to uh ke the price of quantity for the stock ID or account code then select the payment method in the payment details section so submission flow same thing as customer refe for so uh we will show you a video on how to do the self bill for issuing self- bu invoice you can just key in your transaction as usual and make sure the e invoice treatment is marked as self-build invoice when finished save the transaction then go to more e invoice action click submit document and proceed fore invoice submission the system now is getting result from irbm and is done the transaction status will become validated success you can print out the E invoice format [Music] okay so uh for transaction involving payments to agent dealers or distributor so we have two methods of uh doing this so one is a self VI moist okay we process this through the supply invoice flow like the one I show you just now or the second one will be using uh payment vure so we use this method for direct payment transaction okay so how to go to the payment voucher you can go to supply module transaction and then payment voucher so the type you will need to select as other payment okay Enter the pay details the information and any relevant remark then set the payment method under detail payment method ID can select uh what payment method that you'll be using Okay cash bank then you specify the account code that you'll be using okay in the other payment field okay so because for uh pay Watcher we use as other payment so the information you need to K man okay so uh FS that you need to K uh fill in same thing registration name Supply thing okay so if it's a local seller then you can use GT type if a foreign seller you can use uh gt30 okay the register type register number is Malaysian if they're Malaysian okay SS and tourism text if not applicable just put any email and then MSC ID you put SP spy Zer if for foreign supplier with activity you put as na if for foreign supplier then the poster Zone city name and set ID so set ID same thing for foreign supplier 17 so country ID ver any oh you can see the set this so the submission process flow is the same thing as apply wise so once submitted successfully HDM will return the status document as value okay so same thing the5 field will rest and then you can generate the emo format with the U ID so this is a sample okay same thing we have the uid and so the QR code for issuing payment so uh show you a video on how to do the uh payment voucher for issuing payment voucher you can just key in your transaction as usual and make sure the E invoice treatment is marked as self- buil invoice when finished save the transaction then go to more e invoice action click submit document and proceed fore invoice submission the system is getting result from irbm and is done the transaction status will become validated success eventually you can print out the E invoice format and give it to your [Music] customer so now talk about dispersment and reimbursement and also the employee benefit and uh caim so displacement and reimbursement okay for dispersement we are not required to issue invoice to recover the money okay whereas for reimbursement we are required to issue invoice to recover the money so this is uh dispersment okay is it better now or still not clear so Supply a issue invoice in the name of customer for the good s or service render okay so my company make payment on behalf of customer and then recover the payment from customer so it's not required to issue invoice okay for reimbursement so Supply a isue invoice in the name of my company okay my company make the payment to supplier a and then my company recover the payment from customers e invoice is required to do the submission okay it should the transaction as normal process like customer invoice flow okay so this is an example okay so uh e invoice issued by event planner to assignment so event planner a incur 30,000 to rent a hotel banquet hall for a product launch event the hotel is should invoice to event planner a for the rental so uh event planner a will recover the rental cost and charge a service fee to assignment so the E invoice detail will be okay plan a will issue invoice to assignment okay the invoice will include a separate line item okay first one is the service fee okay the charges for services provided by event a second one is the rental cost the amount incurred for renting the hot banquet So Below is the example okay first line the service fee second line is the hotter Bank renter so we show custom main voice okay so first row the service fee second row is the rental fee okay so for classification code for the reimbursement we have to use uh 0 to7 okay for other services then we can use 0 to2 okay so uh these are the things that you need to fill in okay so if local seller then use CT 10 foreign seller use gt30 so same asiry so this is the EM sample format then this is the sample from uh my was water so you can see the classification code together with the description of product and service okay so employe benefit and also uh expenses claim now better or still the same okay I tried to speak Lou okay so these are the employee benefits okay uh telephone bill uh petrol parking toll uh refreshment entertainment claims car maintenance okay so on and so forth okay so this example so e invoice to be issued in the name of the employer okay employees are to request for the invoice to be issued to the employer for proof of expense for tax purpose so like let's say if you uh go to uh petrol station so you if you can claim then the receipt you need to request to be put under your company's name okay so in in case the receipt is issued under the employee okay thises will be allowed to proceed with the EO issued in the name of employee or existing supporting document as proof of expenses for tax purpose okay so the uh claim process okay if your staff want to claim back if no then no need invoice if yes okay then it's the invoice under your employer name yes then okay then if no then is is it under employees name yes then okay and if no then they have to provide any existing supporting document okay it's only applicable if the benefit are clearly stated in the employees policy and proof the employee is acting on behalf of employee where it cut the expenses so this usually you can find it on your company time okay so how you do it so you can either go to supply module transaction and then pay voucher or you can go to accounting module cashbook and then payment so same thing you will need to select as other payment then you enter the PE details the information then you select the pay method have your bank and then you specify the account code okay right so now we talk about our uh invoice dashport and submission flow so we have uh our dashboard where we have our process profile and so dashboard and then for submission we'll have a m consolidate invoice and also the great spirit Consolidated emo so how to access the dashboard you have to go to uh the Eno Mania session and then sorry this is the uh e invoice process profile so this e invoice process profile is uh you need to create for uh every month because when you do the consolidate it will base on this profile month to help you to generate so you have to go to uh invoice Malaysia transaction and then invoice process profile so for example like let's say you want to submit invo for uh November 2024 so the process profile you will need to create okay you can click on more and then new next EO process profile and then you click save okay so usually this one you can done you can do this uh beforehand so like let's say uh you can create it for uh next two years so you just click on more and then you next until you have 24 okay so for our dashboard you can access through invoice mation transaction and then invoice dashboard so for example you want to submit the invoice for November 2024 okay you can check the status of invoice transction document status so from the dashboard you can click on the profile ID for the month I say it's November you select for November then you click on refresh data okay it will retrieve the transaction for the month of November so this is the overview so uh remember for the document we have open so ready to submit uh status here we can see okay and then also those transaction that is uh inv validation valid and other status so you can check from here so for invalidation status this are transaction that is committed to Ln but still pending from their site for the result valid means that it is validated successfully by hdn invalid means that transaction that is rejected by lhdn not applicable status this uh the transaction that is not required to submit e invoice Wells were expired these are the transaction that exit the 20 uh the 72 hour submission so we also have uh report for you to preview okay you are allowed to print or preview the transaction invoice okay how to access we can go to invoice Malaysia report and then e invoice transaction listing so these are the filter these are the filtering option can select by you can filter by location date okay the invoice document over flow is uh you can also select like open ready to submit uh valid or invalid okay and then the invoice document type you can also check one check whichever you want or don't want okay after that you can click on preview so the report will be shown as this as an example okay so for uh this report is under HQ so we have uh under open okay how many we have submitted for validation then valid and invalid okay any invoice I sure read on how a dashb look how to use in the invoice simulation page you can easily monitor your transactions by clicking the status tab you can also able to submit e invoice by right click on the transaction besides you can also monitor your transactions to avoid from exceeding the allowed submission window you can also doubleclick on the transaction to enter the edit mode of the transaction [Music] okay now is for the uh invoice man consolidate submission flow for our b2c so uh usually it needs to be done within s days after the end of the billing month so for example for uh month of October okay the last day for you to issue the consolidate voice is on 7th of uh November okay the earlier the better so how we do the consolidate so we go to uh invoice Mania transaction and then e invoice Consolidated invoice so for example now we want to do for November okay we click on more and then we click generate Consolidated invoices so we'll have a visit out here for you to follow Okay click on next and then we select the process profile for November click on next select our document type we select uh C okay then next then we select for wish location okay so that we click on simulate then ask you I us want to simulate click yes so once the record successfully generated the system will display the total number of the document and total submission amount for each location so for example you location that if you choose 10 so at here you also have 10 row then we click on next click on generate yes to proceed then click okay to finish so from here we put in a percentage on the document number uh column here then we search the record so it will show the one that we done just now okay select which record that you want to submit okay for example it's another PT we click on PT and then we click on more then we go to in section and then we click submit document so uh click on submit document it will ask you yes or no click yes then it will show you uh submit document process completed then we click okay so if successfully submitted and validated so the status will update to valid so from the same screen you can also see the document flow ID and also document status ID so is validated uh validated success and the St is valid so if you want to freint out then you can click on the pre method then you select your emo format so they will show you this information so the Consolidated invo by information will be as below the buyer name you will put as general public then by we use the uh public okay so uh the registration everything it will be put under any so this is for the consolid Theo so once the document is successfully submitted the consumer can scan the QR code to redirect to the SCP platform to download the E invoice so once they scan it will show us your e invoice is ready so they can download and keep it they can keep the copy for issuing cons uh I'll show you a video on how to do the consolidate invoice for issuing consolidate invoice click more and select generate consolidate invoice following by selecting e invoice profile document type location and click on stimulate button after verified the consolidate data save the consolidate invoice for submission click on the consolidate invoice which wish to submit his e invoice then go to more e invoice action click submit document and proceed for E invoice submission the system is getting results from irbm and is done the transaction status will become validated success eventually you can print out the E invoice format and keep it for your record purposes okay so uh these are the seven type of industries that are not allowed to issue Consolidated invoice okay the sales of uh motor vehicle the sales of eate and private Charter luxury goods and jewelry okay then uh construction contractor wholesalers and retailers of constrution materials like betting and gaming currently Exempted until further notice and then payment to agents dealers and distributor so all these are not allowed to issue Consolidated invoices right so this is the interim relaxation period six Monon grace period so during the interim relation period IBM has agreed to allow all taxpayer to adopt the foll okay they they can issue Consolidated invoice for all activities and transaction of Revenue they can also issue Consolidated self Buu invoice for self build circum censers allow input any information or details in description of product or services and they are not required to issue individual e invoice even request by buyer or individual self-build e invoice event request by supplier okay additionally irbm will not undertake any prosecution action under section 120 of ITA 967 during the interim relaxation period provided taxpayer comply requirement in and of the above okay right so for the uh in C period so we can access from uh invoice manager transaction and then E invo Period okay we have to either consolidate invoices or consolidate self invoices so for consolidate invoice we end a new record select so for this one we can create a customer code called general public for consolidate customer submission purpose key in your total sales amount of the month for each item and then click save okay so the consolidate invoice information follow the buy name will put general public the buer we use uh we will use the GT Pan then all the other information we'll put it as na so we uh think we submit for invoice okay yes for confirmation cck okay so once successfully submitted and validated you will update to valid the status same thing for self view invoice okay so the invoice here it will Mark as self view invoice and then the information it will show as uh general public bt10 number and the rest is any