1c electronic document management. Connection "1C-EDO. Checking the connection of the counterparty

"1C-EDO" is a 1C service designed to exchange legally significant documents, electronic invoices and other documents directly from 1C programs, without using other applications through operators of electronic document management (EDM).

Many companies keep records economic activity and for the execution of transactions, they create documents in the 1C program. Thus, the accountants print and sign paper documents, after which they are sent by mail or courier. And vice versa, they receive from counterparties, record and return signed documents. After the transaction is completed, the employee of the enterprise creates in the information base the primary documents and the invoice received from the counterparty.

Using the 1C-EDO service allows you to exchange legally significant documents with counterparties in in electronic format instantly, and this is not the only advantage.

Advantages of the 1C-EDO service

  • Generate, sign and send a document is one button.
  • You can exchange all types of documents - invoices, invoices, acts, orders, etc.
  • Incoming documents in the accounting system are generated automatically based on electronic documents- they only need to be carried out.
  • The EDM operator guarantees the delivery of electronic documents to the addressees in accordance with all the requirements of regulatory enactments that regulate the activities of electronic document flow operators supporting the 1C-EDO technology.
  • The service works with any number of users who have a certificate electronic signature.
  • If necessary, electronic documents can be sent to the Federal Tax Service using the 1C-Reporting service.
  • For signing electronic documents, it is possible to use a qualified electronic signature certificate (ES) issued by any certification center, if it is accredited by the Ministry of Telecom and Mass Communications of Russia.

Paperless exchange of electronic documents is:

  • Reducing the time for exchanging documents with your counterparties by 75%.
  • Acceleration of entering the incoming documentation into the accounting system.
  • Reducing the number of errors due to the automatic generation of documents.
  • Reduction of various costs of document management (payment for paper, labor, storage of documents, cartridges, etc.), a general decrease in company costs by 2%.
  • There is no need to keep a paper archive, documents are stored electronically.

Organizational advantages of the 1C-EDO service:

  • Refusal to "manually" enter data from incoming documents into the 1C program
  • Automatic filling of the journal and register of incoming / outgoing documents.
  • To exchange electronic documents with a counterparty, you just need to send him an invitation directly from 1C: Enterprise and receive confirmation.
  • Automatic matching of buyer and seller items.
  • An exchange with firms using other accounting systems (not 1C) has been implemented.
  • It is possible to create several accounts of EDF participants at different operators EDF and set up an exchange with various counterparties under different accounts.
  • You can use an ES certificate issued by any certification center accredited by the Ministry of Telecom and Mass Communications of Russia. And also, you can use the certificate obtained with the "1C: Signature" product or when connecting to the "1C-Reporting" service. For users of ITS of the PROF level, the services "1C: Signature" and "1C-Reporting" are provided free of charge.

Technical advantages of 1C-EDF in comparison with other EDF solutions:

  • Implemented the ability to exchange documents directly in standard solutions 1C, which does not require uploading incoming / outgoing documentation to external modules, which means that the task of integrating 1C-EDM with an accounting program has been solved in advance for many users who use 1C software.
  • The service also works in client-server mode, namely, it supports any number of users with the right to sign.
  • You can configure access control: the functions of signing and preparing documents can be separated.
  • For a manager, you can set up a selection of documents using a flexible filter system to sign a group of electronic documents at once.
  • Mechanisms for working with electronic document management (search, storage, filtering by status, type, mass signing) also work directly in the 1C software.
  • Storage of electronic documents is part of the 1C program.
  • In the course of standard work on backing up your infobase, you can upload a backup copy of the electronic archive of documents.

To connect and configure the 1C-EDO service, you must:

  • be a registered user of 1C programs;
  • register the program in the "Personal Account" of the 1C portal;
  • have valid contract(1C: ITS) with a partner 1C or purchase a package of services "StartEDO".

Price

The license for "1C-EDO" is included in 1C: ITS of the PROF level in the amount of:

  • free connection;
  • free receipt of any number of documents;
  • free sending of 100 sets of documents per month;
  • the cost of sending a set of documents, starting with 101 sets - 10 rubles. per set.

For users who have purchased a package of services "

Electronic document flow - exchange of legally significant documents (and not only) in electronic form.

I can lead simplest example electronic document management - exchange of "Word" documents by companies by e-mail.

Of course, such a workflow is not structured, a letter with a file can simply not be noticed in time, and, most importantly, it does not have a valid signature and seal.

In addition, in our article we are talking about the exchange of documents between 1C programs. Therefore, the document must have a certain structure so that the receiving program could correctly recognize it and “sort it out”.

For this, there are certain exchange rules, some of which are approved by law (for example, the form of an electronic invoice).

It is for this reason that I want to describe in this article the procedure for setting up the transmission and reception of an invoice in electronic form based on the configuration of 1C 8.3 Accounting 3.0.

Setting up an electronic configuration document 1C: Enterprise Accounting 3.0.

For more effective work with the electronic exchange of documents, the 1C company decided to enter into cooperation with the long-proven and reliable Taxcom company. As a result of such cooperation, a module has appeared that is integrated into most of the popular 1C configurations.

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This made it possible to achieve the organization of not only the exchange of data, that is, simply transferring them from one contractor to another, but also to form objects of the 1C system on the basis of these data. These are just invoices, Acts, receipts and sales documents, warehouse documents and so on.

In addition, one cannot fail to note a number of other advantages of this approach:

  • the user does not have to switch to another program and does not even have to change the familiar interface;
  • there is no need to additionally install the program of the operator of electronic document management and monitor its updates.

Let's move on to the technical side of setting up the procedure. It consists of four stages:

  1. First, let's make sure that the 1C: Enterprise system meets the necessary requirements, namely, the program platform must be at least version 2.15, and the release of the configuration used must contain a document management module. This information can be found on the 1C website or from partners. The partners can also make the necessary updates.
  2. To connect the service, you need to submit an application. As I wrote before, the document module is already in the program. But it is not active yet. Its functionality will be activated after consideration of the application (usually it does not take much time). The application should be filled out in your " personal account"At the address: http://users.v8.1c.ru.
  3. As soon as the application is considered and approved, the functionality of the document management module will be fully available.
  4. Now you can proceed to setting up 1C: Enterprise.

For an accountant

Receipt invoices and invoices are automatically created in the 1C program based on incoming electronic documents - quickly and without discrepancies in details.

All electronic documents are stored in the 1C program - you can quickly find and send Required documents to the Federal Tax Service in response to a request. In this case, the inventory is generated automatically.

The 1C program tells you which of the counterparties is already connected to EDF. You can invite a counterparty to work via EDM directly from the program.

CFO

The exchange of electronic documents between their organizations in the group of companies and with external counterparties takes place in minutes. Reduced terms - purchases, VAT refunds, payments from customers.

Reduction of direct costs (paper, cartridges, manual entry of documents) and indirect (storage of documents, risks of non-refund of taxes, accrual of fines and penalties, etc.)

IT Director

The 1C-EDO service is built into the standard 1C: Enterprise programs and does not require integration. Thanks to this, for companies using 1C solutions, implementation costs are reduced and the risk of problem situations is reduced.

Users work in familiar 1C programs - they do not have to be taught how to work in third-party interfaces.

Possibilities

Organization of electronic document management with counterparties

  • registration assistant as an ED participant;
  • invitation of counterparties to the EDF exchange from the 1C program;
  • automatic roaming with operators supporting 1C-EDO technology;
  • the ability to create several accounts of the EDF participant with different operators;
  • differentiation of access rights and signing documents.

Operations with electronic documents

  • creation of an electronic document from the implementation document of the 1C information base;
  • signing of an electronic document by several employees;
  • sending and receiving electronic documents, checking the response signature;
  • creation of corrective documents or cancellation;
  • automatic generation of accounting documents for incoming electronic documents;
  • automatic matching of seller and buyer items;
  • work with all electronic documents in one window ("Current EDF cases");
  • storage of electronic documents in the 1C program ("Archive EDM");
  • quick search with the help of filters and selections when preparing a response to a request from the Federal Tax Service.

Terms of Use

The service works in programs:

  • 1C: Accounting 8, ed. 2.0 and 3.0 (including base)
  • 1C: Managing Our Firm
  • 1C: Holding Management
  • 1C: Trade Management 8, ed. 10.3 vs 11
  • 1C: Integrated Automation 8th ed. 1.1 and 2.0
  • 1c accounting state institution ed. 1.0 and 2.0
  • 1C: Management manufacturing enterprise 8
  • 1C: ERP Enterprise Management 2.0
  • 1C: Retail 8, ed. 2.2 (including basic)

The 1C-EDO service can be integrated into any other applications on the 1C: Enterprise 8 platform.

The service requires Internet access.

Price

Service included in1C: ITS of the PROF level in the following volume:

  • sending up to 100 sets of documents per month;
  • price sending a set of documents, starting with 101 sets - 10 rubles. per set, for more details see the tariffs "1C-EDO" in the news release of the company "1C"№ 19598 .

For users1C: ITS of the TECHNO level "1C-EDO" is available on following conditions:

  • registration of any number of organizations as an EDF participant with one or several EDF operators;
  • receiving any number of documents;
  • sending up to 50 sets of documents per month;
  • price sending a set of documents, starting from 51 sets - 10 rubles. per set.

For users who have purchased the "StartEDO" service package, the service is available on the following terms:

  • registration of any number of organizations as an EDF participant with one or several EDF operators;
  • receiving any number of documents;
  • sending up to 20 sets of documents per month;
  • the cost of sending the kit documents, starting with 21 sets - 10 rubles. per set.

For users working with 1C programs on "1C: Rent" terms, the service is available on the following terms:

1C: Document management. Automated document management

Do you need to automate office work in your organization? Do you want to learn how to work with documents correctly and effectively? Explore the possibilities of an integrated organization automated system electronic document management based on "1C: Document Flow 8"... We present an updated version of the popular course, which discusses the possibilities of the new version of the program - 2.1.

The course is designed for clerical professionals - secretaries, archivists, as well as managers who want to acquire skills modern governance flow of documents in the organization.

Today, for efficient and fast work, organizations simply need electronic document management... Document management of an enterprise requires a properly organized workflow system. With its help, you can lead Electronic archive, control the movement of documents, the execution of orders and much more. Electronic document flow in "1C: Document Flow 8" simplifies joint work employees with documents and files, increases the efficiency of the team and the organization as a whole!

After completing the course, you will explore the possibilities of an integrated organization of an automated electronic document management system based on the 1C: Document Management (version 2.1) program. You will navigate the settings, configure the program, classify documents. You will be able to register incoming and outgoing documents, internal files, control their movement within the organization, archive and create reports. Not a single document will be lost, and you will become an irreplaceable employee in the company!

The course is part of the certification exam preparation program

 

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