One step closer to e-invoicing in Costa Rica

One step closer to e-invoicing in Costa Rica

On February 14, Costa Rica is starting up its e-invoicing pilot project, which will include six large taxpayers and plans to spread this system throughout the country. The announcement of the breakthrough comes after the issuing on 7 October of Resolution DGT-R-48 on Authorization for use of e-invoicing and associated electronic documents. In addition, on November 3 the selection criteria for taxpayers required to issue e-invoicing once the pilot plan starts up were also published in the official state gazette.

The Directorate General of Taxation (DGT) has now defined the mandatory features for e-documents. The formats and technical specifications are detailed in the annexes and XML structures listed in the DGT web portal. In addition, the method for delivery, validation and preservation of electronic receipts is also stipulated (mandatory for a 4-year period).

Who will be required to issue e-invoicing in Costa Rica?

For the moment, the DGP has not revealed how migration to e-invoicing will take place, although it is foreseeable that it will be done gradually, in stages, as occurred in practically all the Latin American countries where e-invoicing use is now compulsory. Nevertheless, there is still no definite timeframe. What will be announced on December 15 will be the list of taxpayers required to start issuing e-invoicing from the start of the pilot scheme in February 2017.

In this regard, the DGT selection process will take into account the criteria published in the Gazette on November 3. Among them, the income level and activity sector of the taxpayers. These taxpayers will receive notification by email in the case of large companies, or through the Gazette for smaller taxpayers.

However, taxpayers who are prepared to face this technological leap can apply to join the pilot scheme voluntarily. To do so, they must send an e-mail to fe@hacienda.go.cr.

A system with great benefits

The spread of e-invoicing in Costa Rica will bring benefits, both for the public sector and private companies. With this technology, the DGT will be able to improve control and reduce tax evasion, as all the business transactions will be declared in real time. In addition, taxpayers will simplify tax compliance and automate part of their administrative procedures, which will increase productivity and cut economic costs. In fact, the savings from e-invoicing may reach 90% compared to the traditional process on paper.

Looking forward to seeing you at the PIH Show

Looking forward to seeing you at the PIH Show

EDICOM is taking part in next week’s big UK healthcare event: the PIH Show. The event is being held on September 28 at the Olympia in London from 9 in the morning. Around 4000 professionals involved in the healthcare sector value chain will be attending the sessions, seeking technology solutions and responses to the NHS e-Procurement Strategy.

The initiative by the Department of Health (DoH) is the most ambitious public e-procurement project launched in Europe. The aim is for business relations between all NHS trusts and their suppliers to become 100% electronic. Results anticipated include greater efficiency, enhanced security and an economic saving between £5000 and £8000 per bed.

Answers to NHS e-Procurement Strategy at stand 238

During our participation in the PIH Show, EDICOM will be at stand 238 to present a comprehensive solution fully adapted to the technological requirements of the NHS e-Procurement Strategy developed by the DoH. Bear in mind that stakeholders making up the UK public healthcare supply chain are facing a technological leap on three levels:

  • Synchronization of communications between hospitals and their service providers through an electronic data catalogue.
  • Exchanging orders, shipping notes and invoices electronically by means of the XML-PEPPOL standard.
  • Encoding of product master files with GS1 coding (GLN and GTIN) which will serve to identify and monitor the movement of goods throughout the entire NHS supply chain.

This adaptation also entails other essential requirements to ensure safety and interoperability in communications, with which technology providers must comply. EDICOM is ready for all of them:

  • The firm holds GS1 certification as a Datapool, which enables it to operate in the GDSN network (the one used in product data synchronization).
  • It is an accredited PEPPOL Access Point, so has connectivity to the NHS EDI platform.

These certificates such as GDSN Datapool and PEPPOL Access Point, coupled with strong technological capabilities, have enabled the EDICOM team to develop a complete solution for the NHS e-Procurement Strategy. The solution consists of a platform integrated with the company’s ERP, which automates communications in accordance with the standards required.

Moreover, we should add that it is a scalable solution for other B2B2G projects worldwide. EDICOM has extensive international experience in EDI initiatives with the public sector and particularly in the field of health. Notable success stories in this area include those of the Andalusian Health Service in Spain or creation of the B@M Pharma platform, which helped us become a benchmark for the pharmaceutical industry today. In fact, large laboratories such as Lilly, Bayer or Merck, among many others, now place their trust in EDICOM technology.

More about NHS e-Procurement Strategy in this White Paper

How to take part in PIH Show?

Procurement in Health (PIH) Show kicks off at 09:00 am on September 28 and runs until 16:30. At the meeting, attendees can visit the various stands and take part in several conferences and workshops. To do so, all you need to do is register for PIH Show free of charge through the event website. You can also arrange a meeting with EDICOM experts using this contact form to see a live demonstration of the solution.

Fiscal dematerialization in France in the frame of Directive 2014/55/EU

Fiscal dematerialization in France in the frame of Directive 2014/55/EU

Within only 4 months, French public administrations and their larger suppliers and service providers will be required to issue e-invoicing in their business relations. This measure was already regulated by the French government in 2014 with the approval of Ordinance Nº 2014-697. But this digital race does not only affect France.

A few months before the French executive approved its ‘dematerialization’ order, the European commission announced Directive 2014/55/EU. This regulation came about in response to the plethora of standards used in the different member states and which hamper interoperability between markets. With this ruling, the European Union aims to set a common standard to streamline cross-border trade, simplify e-billing and ensure security.

Directive 2014/55/EU also calls upon the entire European public sector to be ready to work with this technology by November 2018. This requirement is estimated to affect over 100,000 public administration offices and millions of suppliers across the union. In this regard, France is getting ahead of the challenge to a great extent, as by November 2018 its central administration and the vast majority of suppliers will already be used to e-invoicing.

Nevertheless, transposition of the European regulation also means implementing the new common standard. For now, state IT financial agency AIFE (Agence Financière pour l’Informatique de l’Etat) allows the use of two international XML schemas: INVOICE UBL V2 and UN/CEFACT CII (CCTS/NDR v3.0). The next step for the French administration will be to adapt the interoperable standard issued by the European Standardization Committee (CEN).

Towards global digitization

As occurred in France, other European countries have also brought the directive forward and are already gearing up to handle e-invoicing. This is the case of Spain, Portugal or Italy, where the system is already mandatory for the public sector and its suppliers.

The European Union is making headway towards a paperless horizon. Nevertheless, this just part of a generalized trend worldwide. Latin America is already at the forefront of this technology and some Asian countries are also starting to implement it. The Billentis report: E-invoicing/E-billing. Entering a new era, states that this year as many as 30 billion electronic invoices could be exchanged.

The main aims of this technological quantum leap are to improve tax controls, automate administrative tasks, boost efficiency and, most of all, lower economic costs. In France alone, where it is estimated that some 95 million invoices will be issued electronically each year, annual savings could reach €710 million euros. Of this figure, 335 million would be in the private sector only.

Download the White Paper on e-invoicing in France for further details on this system and its application in the European scope [available in French and English].

Shared Services Center – How to adapt to tax compliance in LATAM?


More and more multinationals around the world are deciding to centralize their tax systems and operations through what are designated Shared Services Centers. The aim is to enhance efficiency and save on economic costs. However, many of these centers find it hard to comply with certain regulations, such as electronic invoicing or e-accounting, especially in Latin American countries.

Mexico, Brazil, Chile and Argentina already require taxpayers to use e-invoicing to prevent tax evasion and boost efficiency. Other countries, such as Colombia, will also be rolling out this system in the near future.  The difficulty for Shared Services Centers is that each of these regions demands very different technical and fiscal requirements. Moreover, the standards change and evolve periodically.

How can Shared Services Centers adapt to tax compliance in Latin America?

Think of a multinational that has centralized its systems in a Shared Service Center and has to provide service to its subsidiaries in Mexico, Brazil and Argentina, for example. To streamline tax compliance (invoice, payroll, e-accounting, etc.), EDICOM offers the centers the option of outsourcing these processes through the Global e-Invoicing platform.

The way it works is really simple. This solution is integrated with the centralized information system of the multinational, automating the issuance, delivery, storage and sending of electronic invoices, in accordance with the legislation in force for each subsidiary. The platform is adapted to the requirements of more than 60 countries worldwide. In other words, a single solution is enough to operate in any region.

Bear in mind that thanks to the work of the Permanent Observatory on e-Invoicing, the Global e-Invoicing platform is constantly updated whenever any regulatory change takes place. It also gradually includes the new countries that decide to join this technology. This way, Shared Services Centers always have the guarantee of full compliance with the requirements and regulations of each of the company’s subsidiaries without needing any modification.

With this platform, multinationals can take maximum advantage of the benefits of e-invoicing. In addition, it is possible to achieve the savings and efficiency initially foreseen when rolling out their Shared Services Center.

Worldwide e-Invoicing use set to grow in 2016


In 2016, e-invoicing will continue to spread worldwide. This is confirmed in an update from the Billentis report “E-invoicing/E-billing. International Market Overview & Forecast”, citing Mexico, Chile and Brazil as front runners in the rollout of this technology. Forecasts estimate that Latin American countries will exchange some 22 billion e-invoices, most of them (19 billion) in the B2G area.

Although e-billing volumes in Brazil and Mexico are unlikely to undergo such remarkable growth as in recent years, the technology is now well established and the proportion of bills on paper is dwindling. Moreover, other regions such as Colombia, Ecuador, Argentina, Peru and Uruguay plan to expand this system soon, so the rate of penetration will rise significantly.

The European market will also be highly dynamic in this sense. European Union member states are gearing up to apply Directive 2014/55/EU, which requires the public sector to receive electronic invoicing as of 2018. In view of this, some regions such as Italy, Spain or Portugal have already implemented the mandatory use of this system in the B2G segment. Others such as France, Lithuania or Estonia will do so in 2016 and early 2017.

All over Europe, Billentis foresees 14% growth in e-invoicing in B2B/B2G/G2B scopes and 11% in B2C. Bear in mind that the economic crisis is now more than ever driving both public administrations and the private sector to cut their economic costs and become more efficient. A task in which e-invoicing is proving to be an indispensable ally.

North America will also see similar growth rates to those in Europe. For this region, the report drafted by Bruno Koch forecasts figures that could exceed 4 billion B2C e-invoices and reach 3.2 in the B2B/B2G segment. In fact, the United States plans to impose mandatory e-billing use as of 2018 for public sector suppliers.

The full report “E-invoicing/E-billing. International Market Overview & Forecast” from Billentis, sponsored among others by EDICOM, will be published next May. The dossier will reveal further details on the status of e-invoicing worldwide.