Dashboard

The following illustrates the Dashboard for the Reachware Fatoora portal:

Filtering Date

You can view invoices data by choosing specific date ranges for analysis:

The following shows:

• Total invoices posted on the platform

• Total number of branches is the number of brands your business has

• Total devices that have been onboarded and used to communicate with ZATCA

Invoice Data

The following shows the invoice data in general or based on the filtered data as a pie chart with 5 sections:

• Total Generated Invoice 

• Reported (ZATCA reply of the sent B2C (Business to Customer) invoice status)

• Cleared (ZATCA reply of the sent B2B (Business to Business) invoice status)

• Not Reported (the invoice is not accepted by ZATCA because of missing required fields needed to be filled)

• Failed (an error in the system)

Recent Invoices

The following shows the recent invoices that have been posted with a QR code, Order Id, Final Total, Status of the invoice, and a view option of the invoice as a .pdf file:

Branches

View Branches

Your created Branches will appear here:

You can search for a Branch name or VAT number by clicking on the following search bars:

The following shows the branch details which include:

• Branch ID 

• Branch Name

• Address

• VAT Number

• Brand Name

When you click on the more options in ‘Actions’ you can view or edit your branch:

Create Branch

1- To create a branch click on ‘Create Branch’

2- Fill in the details of your branch

3- When you are done click on ‘Submit’ to save the branch

Devices

View Devices

Your created Devices will appear here:

You can search for a device by typing the Device Number or selecting a Branch by clicking on the following:

You can also search for a device based on the type of invoice by clicking on the following:

The following shows the branch details which include:

• Device Name 

• Branch Name

• Industry

• Device Number

• Invoice Type

• Location

• Onboarded

When you click on the more options in ‘Actions’ you can view or edit your Device:

Create Device

1- To create a device click on ‘Create Device’

2- Fill in the details of your Device

Note: 

• The device number should be in this format : 

     1-SystemName|2-SystemName|3-000000 for example: 1-Oracle|2-Netsuite|3-000035

• ZATCA Modes are: 

1. Developer-Portal Environment: Testing environment, the OTP can be any six digits 

2. Simulation Environment: Sandbox environment, the OTP is generated from ZATCA Fatoora Portal

3. Core: Production environment, the OTP is generated from ZATCA Fatoora Portal

3- When you are done click on ‘Submit’ to save the device

Device Onboarding

To onboard a device click on ‘Action’ then onboard.

Verify all of the below:

Invoices

All your invoices will appear here:

Filter

You can search for invoices based on the Order ID:

Filtering Date

You can view invoices by choosing specific posting date ranges:

Advance Filtering 

For advance filtering, you can click on ‘Filters’. 

You will have the ability to filter by:

• Invoice date

• Invoice type

• Invoice status

• Transaction type

• Invoice Source

• By branch

When you click on the more options in ‘Actions’ you can view the invoice as a .pdf file or invoice QR Code or download the invoice as a .xml file:

Import Invoice

Export Invoices

You can export the invoices (by any filtered date) as a .csv file by clicking on the ‘Export Invoices’ button:

Settings

API Integration

You can generate a token. 

Note: As a user, if you have generated a token, kindly inform Reachware team as this action will affect the integration. 

Email Settings

You can add emails where the error notification will be sent to.