Access UBS eInvoicing
FAQ

What is the Access Software TIN number and company details?

Company name: Access Software Sdn Bhd
BRN: 199701025891 (441389-K)
TIN: C1858042040

What is Access UBS eInvoicing?

Access UBS eInvoicing is a digital invoicing solution that streamlines the process of sending and receiving invoices electronically. It helps businesses improve efficiency, reduce errors, and ensure compliance with regulatory requirements.

What are the benefits of using Access UBS eInvoicing?

The benefits include:

  • Reduced carbon footprint through paperless transactions
  • Reduced paperwork and manual entry errors.
  • Faster processing times and quicker payments.
  • Enhanced accuracy and compliance with tax regulations.
  • Improved cash flow management.
How does Access UBS eInvoicing work?

Access UBS eInvoicing automates invoicing by generating, sending, and receiving invoices electronically. It integrates with your existing accounting and finance systems to streamline operations and record all transactions accurately.

Can Access UBS eInvoicing integrate with my existing accounting software?

Yes, Access UBS eInvoicing is designed to integrate seamlessly with various accounting and ERP systems, ensuring a smooth transition and uninterrupted workflow.

Is Access UBS eInvoicing compliant with local tax regulations?

Yes, Access UBS eInvoicing complies with the latest tax regulations and standards, ensuring that all electronic invoices meet legal requirements.

How secure is Access UBS eInvoicing?

Access UBS eInvoicing uses advanced security measures, including data encryption and secure transmission protocols, to protect your financial information and ensure the security of all transactions.

Can we amend the invoice before transmitting it if it has already been approved?

Yes, you can amend the invoice. The status will change from “Approved” to “Review.”

After the transaction is validated, is it possible to amend it?

No, you cannot amend a validated transaction. However, you may issue a credit note to adjust the invoice.

Do we need to re-enter existing customer information?

No, you do not need to re-enter existing customer information. However, revisiting and updating existing customer information is advisable to ensure accuracy and completeness.

How do I get started with Access UBS eInvoicing?

To get started, you can contact our sales team for a detailed consultation. We will guide you through the setup process and help you integrate the solution with your existing systems.

What kind of support is available for Access UBS eInvoicing users?

Access UBS offers comprehensive support, including user guides, online resources, and a dedicated customer support team to assist with any issues or questions you may have.

Is the self-billing function available in the UBS system? Can we import self-billing directly from LHDN to UBS?

Yes, the self-billing function is available.

If we are paying annual maintenance, which is Access Cover, do we need to pay extra for the latest software version and eInvoicing functions?

No, as long as you keep your Access Cover up to date, you have access to every new release of the software without extra cost.

Can Access software use free Gmail.com or Yahoo.com accounts to transmit invoices to LHDN and send e-invoices to customers?

You must have Outlook installed on your machine. Alternatively, you can download the attachment from UBS and email it externally.

How do I issue an eInvoice (Cash Sales) for a walk-in customer without customer information?

UBS has a Cash Sales feature that allows you to issue eInvoices for walk-in customers without needing their information.

How does the system handle invoices that have been rejected by LHDN?

The reason for rejection can be viewed in UBS. You can opt to resubmit the invoice or issue a new one. 

Is it necessary to have Microsoft Windows 10 to support the latest version of Access?

Yes, the minimum requirement is Windows 10.

We only have the Accounting & Billing package. Can we use the eInvoicing function, or do we need to have the Inventory & Billing package?

The eInvoicing function is also available in the Billing package.

Can Access UBS eInvoicing handle multiple currencies and languages?

Yes, Access UBS eInvoicing supports multiple currencies and languages, making it suitable for businesses operating in international markets.

Can the UBS eInvoicing system be used for multiple companies?

Yes, the UBS Nine license supports unlimited companies.

Does the test mode show real-time data, and can we issue invoices in real-time while testing before going live?

No, there are two separate databases. Initially, the system will copy the live database to the test database folder. After that, actions in test mode do not affect the live database.

Can we include “The document is computer generated. No signature required”?

Yes, this is already available in our template.

Are all customer setting fields compulsory?

Please check with LHDN or your tax agent, as different businesses may have different required fields.

How do we add a service in UBS?

If you are referring to a service item in UBS, you can go to Maintenance > Service Maintenance 

For customer email addresses, is only one email address allowed?

Currently, the LHDN API supports only one email address, but UBS supports multiple email addresses.

Do we need to re-enter all current items/products from UBS Billing into the eInvoicing module?

No, there is no need to re-enter them.

How can we check if our Access Cover maintenance is active?

You can check the software’s status by going to the license details screen in the settings. Alternatively, you can contact Access or your partner for assistance. Access Cover is paid annually, so you are covered if you have paid for it in the last 12 months.

What should we do if we buy from an overseas seller who does not use eInvoicing? Can that overseas invoice be taken as expenses?

Yes, you can use a self-billed invoice for this purpose.

Is the eInvoicing feature only available in Modern View? We are currently using Classic View.

The eInvoicing feature is only available in Modern View.

For transmitting data to LHDN, when should we use Peppol vs. Direct API to LHDN?

UBS currently supports only LHDN direct submission. Read more on Peppol vs MyInvois Portal.

Is there a mobile app available for Access UBS eInvoicing?

Currently, Access UBS eInvoicing is designed for desktop use, but the platform is continually being updated to meet the evolving needs of our users. Check our website for the latest updates on mobile compatibility.

If I don’t have Access Cover maintenance, do I have to pay for every upgrade version?

No, if you currently don’t have Access Cover, we have a cashback offer ending 30th June 2024 that allows you to upgrade to the latest version and receive 12 months of Access Cover. At the end of these 12 months, we recommend renewing your Access Cover to continue having access to the latest software versions.

What capabilities will the UBS eInvoicing feature include?

The UBS eInvoicing feature will include:

  • Plus, more features to enhance efficiency and productivity.
  • Submission of eInvoices to LHDN through their API.
  • Monitoring the status of eInvoices.
  • Approval or rejection before transmission to LHDN.
  • Ability to modify invoices until validation.
  • Data mapping to comply with ISO standards.
  • Generation of PDF invoices with QR Codes and Unique Identifier Numbers (UINs).
  • Options for individual, batch, or consolidated invoice sending.
  • Handling self-invoicing from AP invoice entries.
  • Supporting email delivery of PDF invoices.
  • Automatic storage of PDF invoices with transaction records.
  • Utilizing iAssist for transaction management. 
  • Quick retrieval and resend of PDF invoices. 
How can businesses verify the validity of their eInvoices?

Businesses can verify the validity of their eInvoices through the LHDN MyInvois Portal using the provided QR Code and Unique Identifier Number

When will the beta testing for the eInvoicing feature begin?

Beta testing for the eInvoicing feature will begin in June 2024 with selected customers.

Can UBS eInvoicing handle the volume of transactions for a client generating 1800 to 2000 invoices monthly?

UBS eInvoicing functionalities are available in the Billing module. Consider how you plan to submit e-invoices to LHDN—whether piecemeal or in batches, daily or monthly.