National e-Invoice System (NeIS) in Microsoft Dynamics AX/D365
Polish Ministry of Finance introduced the National e-Invoice System (NeIS) in 2022 as a voluntary solution, but from 2026 its use will become mandatory. The new system is not only an IT tool, but first and foremost a change in the approach to the circulation of accounting documents, requiring the adaptation of processes and tools in the company.
NeIS for Microsoft Dynamics AX / 365
For our clients, we have developed a proprietary solution for the integration of Microsoft Dynamics AX/D365 applications with the Polish Ministry of Finance system allowing the automation of e-invoice circulation processes.
As part of the solution, the following options are available in the system:
- Storing the NeIS identifier in the system after a correct export
- Storing additional information about the NeIS in the customer table (customer acceptances)
- Saving infologs from the connection
- Saving xml files in the archive
- Report of sent/unsent invoices
- Printing the invoice in several formats
- Verification of compliance of the invoice with the Ministry's xsd schema.
Suits all versions
We offer a proprietary NeIS solution for all versions of Microsoft Dynamics:
- Microsoft Dynamics 365 for Finance and SCM
- Microsoft Dynamics AX 2012
- Microsoft Dynamics AX 2009
- Axapta 4.0
- Axapta 3.0
What is included in the NeIS for Microsoft Dynamics?
Depending on the number of sales and purchasing processes, we have adapted NeIS's functionalities to suit individual needs.
Sales module
Allows for the sending of sales invoices according to Ministry of Finance regulations configured in AX, along with authorisation and status downloads from the Ministry. The solution includes sales invoices, advance invoices (standard advance invoice mechanism), discount invoices, independent invoices, project invoices and correction invoices. Posted invoices are exported to NeIS in an xml file format taking into account legal requirements.
Purchasing module
Enables the retrieval of purchase documents assigned to a particular company. The module covers all purchase invoices in the system: purchase order-related invoices, cost invoices, adjustment invoices. Our solution allows import into both invoice sheets and Microsoft Dynamics purchase orders.
What do we offer as part of the implementation?
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Questions? Would you like to know more about our solution? Contact us and talk to one of our specialists!
