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Export Document as e-Slog
       
The Export document as e-Slog feature enables you to export individual (currently active) documents in XML format or in another prescribed e-Slog format. Export to XML file is enabled for all documents regardless of the selected business type set in the Subjects register.
You can access the feature through the Issue Document form by clicking the  (Import/Export Data) and selecting the option Export eDocument Issue Document.
When selecting the mentioned option, a Export Document as eDocument form opens.
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WARNING
To import to bizBox successfully, the following data must be entered into the Subjects registers:
- Tax number
- Registration number
- Address
- Postal Code
- Country
From 1.10.2020, the only valid type is e-Slog 2.0 e-Invoice. The use of e-Slog 2.0 can be set by selecting the checkbox e-Slog 2.0 in the Subjects register | General.
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Below, see a description of the form and its elements.
In this section, set the export method and storage place for the document.
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Path to XML Files
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Enter the path to the location on the computer, where you want to save the created XML files.
The path can be selected by clicking on the  icon that opens the window for selecting the folder (directory).
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Document
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The key of the document that is being exported. The data is automatically filled in from the document when running the feature and cannot be changed.
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e-Slog type
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In this field, the currently valid e-Slog standard for creating e-Slog documents is set.
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WARNING
From 1.10.2020, the only valid form is e-Slog 2.0.
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Send document by e-mail
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Check the checkbox if you want to simultaneously send the exported document via e-mail. At the bottom of the form, an additional section appears: Settings for Sending via E-Mail, for defining additional sending settings.
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Send to documentation
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Check this checkbox if you want to transfer the document to documentation. In this case, the Path to XML Files field disappears.
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Export XML
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Check this checkbox if you want to create the eDocument in XML format.
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Export PDF
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Check this checkbox is you want to create the document in PDF format.
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Export envelope
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Check this checkbox if you want to create the document envelope in XML format.
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Create
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By clicking this button, an XML file is created in the selected folder.
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In this section, select the document for export, review the document data and linked data, and track potential errors when exporting.
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Sel. (selected)
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If this checkbox is checked, the document will be exported with the method set with the fields in the General section (saved to a local disc or sent to documentation and sent via e-mail). Selected files will be created (XML, PDF, envelope).
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HINT
By default, all the lines that have not yet been exported are checked for export. (If a line has already been exported, the last two columns are filled in – XML file date and clerk).
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Document
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This field is populated with the key of the document you are exporting.
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Invoice date
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This field is populated with the invoice date from the invoice you are exporting.
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Customer
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This field is populated with information about the customer of the invoice you are exporting.
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Consignee
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This field is populated with information about the consignee of the invoice you are exporting.
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Value
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This field is populated with the value of the invoice you are exporting.
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Currency
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The field is populated with the currency value of the invoice you are exporting.
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Type
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In this field, select the document type for which encryption is prescribed by e-Slog.
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HINT
When exporting the selected invoice, the default document type 380 - Inovice is filled in. The invoice is exported using the wizard in issued invoices (see Import/export data - issue). If needed, you can change the document type to 381, 383 or 386.
When exporting a preliminary invoice to a customer, the default type filled in is 325 - Preliminary invoice. You can export them by using the wizard in sales orders (see Sales Orders - Import/Export Data).
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Error
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If errors appear while exporting a document, the export will not be carried out. The following error message appears: Document cannot be selected for export because it contains errors!
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HINT
Errors while exporting to file can be:
If you want to create an eDocument for a document after it had already been created, the program shows the following message: "e-Slog document has already been created, (but has not yet been transferred to documentation)". Despite this, you can still select the document and export it to e-Slog again.
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E-mail Address
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The e-mail address for sending the exported files. This field is filled in, if the Send Document by E-Mail checkbox is checked.
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Full Name
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The data about the contact person, as entered in the linked document that is being exported, appear.
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Date
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In this field, the date of creating the XML file is filled in, if the file has already been created.
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Packing Slip Date
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The data about the date of the packing slip that is linked to the document that is being exported.
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VAT Date
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Data about the VAT date of the document that is being exported.
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Clerk
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This field is filled in with data about the person that created the XML file, if the file has already been created.
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Default Report
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This field is filled in with the data about the default document report.
This field is filled in according to hierarchy settings:
- The report set in the Subjects register | Customer in the Document Printout section.
- The report set on the document type
- The last report used on the form from which the document is being exported
You can set the default report by selecting it from the list.
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(Customer) Bank Accounts
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This field is filled in with data about the bank account that is set as the default in the Subjects register. You can select any of the accounts entered on the subject.
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Reference doc. type
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The Reference doc. type field is populated with the data about the linked document type. E.g. if the issue document is linked to an order, this field is populated with the option Order. Other options are as follows:
- Order
- Packing slip – if a packing slip is linked to the document.
- Contract – if a contract is linked to the document.
- Invoice – if an invoice is linked to the document.
- Packing slip + Order – if a packing slip and an order are linked to the document.
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Linked document field
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Define the linked document you want recorded on the exported e-invoice.
- Document 1 – to the XML file, data from the headers of Linked document 1 and Linked document 2 are entered. The data is entered to the header level of the document.
- Linked document key – to the XML file, the number of the linked document (packing slips, invoices) are entered, if it exists. The data is entered to the header level of the document.
- Linked document 1 – to the XML file, data from the headers of Linked document 1 and Linked document 2 are entered. The data is entered to the header level of the document and its lines.
- Linked document 2 – to the XML file, only data from the header of Linked document 2 is entered. The data is entered to the header level of the document.
- Key + Document 1 – to the XML file, data about the packing slip is entered, if the document was created from a packing slip. The data is entered to the header level of the document.
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Recipient Name 2
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This field is filled in with the longer name of the recipient. The data is copied from the Name 2 field in the Subjects register.
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Prsn 3 Name 2 (Person 3 Name 2)
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This field is filled in with the longer name of the third person. The data is copied from the Name 2 field in the Subjects register.
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WARNING
When exporting documents to e-Slog, the data about the export is recorded in the Documentation | Links tab of a specific document.
To send e-invoices to Croatia, you must enter the PEPPOL code in the Countries register. For Croatia, this code is 9934, and for Slovenia, the code is 9949. The PEPPOL code can be set in the Countries register.
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The Settings for Sending via E-Mail section appears on the form if the Send document via e-mail checkbox is checked in the General section. In the section, you can enter accompanying text, define the e-mail address and other settings.
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Text
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In this field, enter custom text to be sent with the e-mail.
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E-Mail Address
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By checking the checkboxes, you define which contact data e-mail address type is filled in in the E-mail Address line of the document. This data is filled in from the data of the contact persons of a subject.
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Carbon Copy
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Into this field, you can enter the e-mail address of the recipient of the copy of the e-mail.
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BCC
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Into this field, you can enter the e-mail address of the recipient of the hidden copy of the e-mail.
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Add files for payment to attachments
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By checking the checkbox, you can also add a file with a payment order.
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