Step by step to get started with the e-FACT service

Method 1: Through the EACAT portal

It allows connection to the invoice reception portal through the EACAT in the "Applications" tab and from there you can manage invoices, such as registering them in RCF, rejecting them or indicating that they are paid.

Method 2: By adapting your accounting management software

Allows connection from your own accounting management software.

With this option, once the registration is complete, we will return the connection credentials for the environment.
PRE-PRODUCTION in order to carry out the necessary integration tests.

Once the integration into the PRE environment is complete, you must inform us of the date on which you will put your system into PRODUCTION and this will be when you will be sent the connection data to the real environment.

For more details, see Integration with e-FACT.

Modality 3: Through a private platform provider of electronic invoice services or accounting software for local entities

Since the provider that will be used is already integrated into e-FACT, once registration has been carried out, only the connection credentials for the PRODUCTION environment of the service will be provided.

There are two possible scenarios:

1. Through the integration of electronic invoice services provided by your private electronic invoice services platform provider :

• • Currently, the accounting management systems SICALWIN (AYTOS CPD), CGAP (ABSIS), SICAP TAO (T-Systems), SICAL Genesys (AUDIFILM), Aiperon Software or Plataforma Gestiona d'esPublico are integrated, among others. In these cases, integration into e-FACT is very easy and fast, because they are systems that are already integrated.
  • In cases where your supplier is not integrated, if you wish, you can request it by consulting the Documentation for integration in e-FACT

2. By integrating an accounting software provider for local entities:

• • It is possible that this is a supramunicipal entity, such as provincial or regional councils, that offers this invoice reception and management service to their entities. In this case, the management of your invoices and the connection is done by the supramunicipal entity.

If you are a department of the Generalitat or a body dependent on it

To request the service, in the case of public sector bodies of the Generalitat, you must contact the Competence Center for Electronic Invoicing Support (CCSeF).

You will find more information on the Electronic Invoice website of the Department of Economy and Finance.

If you are a local entity

You will find the procedure for requesting the service, at EACAT Procedures > provider Consortium AOC, CAOC Service – Request for services > Procedure “Request for registration and modification of AOC services”.

It is important that you consider:

• That the form must be downloaded from the entity requesting the service.
• That in order to download the registration form, the EACAT user manager must have assigned you permissions for the “CAOC service – Service Request”.
• That, once the form has been completed and validated, it must be signed electronically and sent through the “Send” button on the form itself or through EACAT Procedures > Registration Window.

Through the EACAT portal

1. Publish the URL of the delivery box on your website or electronic site in a visible manner so that your suppliers can easily find the place from where to send you invoices.

2. Assign EACAT permissions for the e-FACT service to users so that they can access the Receiver Portal from EACAT. This task must be done by the entity 's EACAT user manager .

The available roles are:

• • Admin: this role allows access to the Receiver Portal to manage invoices with their corresponding status changes.
  • Service manager: in this case, for this modality, it is not applicable to assign this role.
  • DIR3 Manager : This role allows you to manage the relationships of the entity's DIR3 codes in e-FACT.

3. Inform your regular suppliers how they can send you electronic invoices ( delivery mailbox ) and the address of the business support portal.

4. Access the receiving portal using the EACAT

By adapting your accounting management software

1. Publish the URL of the delivery box on your website or electronic site in a visible manner so that your suppliers can easily find the place from where to send you invoices.

2. Configure your tool with the FTP data provided in the service registration email in order to be able to receive the invoices sent to you by suppliers.

3. Manage access to the applicant entity's own tool.

4. Inform your regular suppliers how they can send you electronic invoices ( delivery mailbox ) and the address of the business support portal.

5. Assign EACAT permissions for the e-FACT service to users so that they can access the Receiver Portal from EACAT. This task must be done by the entity 's EACAT user manager .

The available roles are:

• • Admin: if you have delegated custody of the invoices to the AOC Consortium, you will have to assign yourself this role to be able to consult them from the receiver portal (no status changes will be possible).
  • Service manager: whoever is assigned this role will be able to receive FTP data by email whenever they request it.
  • DIR3 Manager : This role allows you to manage the relationships of the entity's DIR3 codes in e-FACT.