Before you can begin using the e-invoice services in the system, the following settings must be configured:

1. Go to the Import tab in the Settings for export/import procedure.
2. Select Supplier invoice under import type.
3. Check E-invoice CrossState.
4. Enter Company ID if you already have an account with CrossState. If not, you create an account with CrossState using the Create account button below. Once the account has been created, the company ID will automatically be filled in.
5. Select Production to use a production account with CrossState in order to import interpreted supplier invoices. Production accounts are given the extension @crossstate.se in the e-mail address.
6. Upload registers/Import invoices determines if registers should be uploaded, and if it should be possible to import invoices. The Activate e-invoice setting is automatically activated when you have created an account. By register is meant supplier register, order rows, and depending on selection of Ref.matching, signers. This concerns both uploading of registers from Monitor ERP and import of invoices. When you activate this setting it means Monitor ERP will start exporting the supplier register and the order register to CrossState at a fixed time (at 20:00 CET) each night. This is done to make it possible for CrossState to match the supplier on the invoices you receive. This concerns both e-invoices and interpreted supplier invoices.
7. Use the button Manual upload to manually upload the supplier register. This button is suitable to use the first time when you activate the account to make sure everything can be uploaded as it should. If a problem should occur during the uploading, you will be shown a notification about this and information about which supplier cannot be uploaded.
8. Last invoice import shows the date and time of the most recent import of supplier invoices.
9. Last update of registers shows the date and time of the most recent register update sent to CrossState.
10. Select Activate manual verification and interpretation of invoices via e-mail, which determines if manual verification and interpretation of invoices should be used.

11. In the E-mail for invoice interpretation field you enter the e-mail address that should be used during manual verification and interpretation of invoices via e-mail. The domain part of the e-mail address is obtained from CrossState.

    It is recommended that you enter an e-mail address according to the following format: companyname_abbreviatedcompanyname@crossstate.se.

    Please note! The e-mail address can consist of a maximum of 21 characters (not including @crossstate.se).

    Leave the e-mail field using Tab when you have entered the address. Two e-mail addresses will then be created for separate invoice types and application ID. This is done to be able to handle both expense invoices and material invoices (order invoices).

    Please note! The addresses will automatically be updated with art and omk before @ in the address (see the yellow highlight in the image below). The image in the example is from a test account. In test accounts @efaktura.net is used instead of @crossstate.se which is used by the production account (the live account).

    

    Please note! Orderfaktura (Order invoice) – används ENDAST av Workflow-kunder. Expense invoice is used by EIM customers.
    Read more in the Invoice types and how they are handled topic.
    

12. In the E-mail for deviation notification field you enter the e-mail address for messages about deviations in CrossState. That is, when CrossState receives attachments for interpretation that are not supported/cannot be processed. We recommend that you enter an address here to ensure you don’t miss any information if something goes wrong when uploading invoices to CrossState.

13. Activate invoice-received notification – Here you decide if you should receive an e-mail with a confirmation for each invoice you send in to CrossState for interpretation/verification. This checkbox is not checked by default.

14. You can select the recipients of error messages by clicking the Notify when error occurs button. These messages will be shown if something goes wrong when exporting registers or importing supplier invoices. The error messages are shown as notifications for the affected users in the system.

15. Use the Create account button to register an account with CrossState if you do not already have an account with them. In the dialog shown you first have to select a partner type. Select Monitor to create a Monitor-partner account with CrossState. Monitor is selected by default. The option OptoSweden should only be selected in exceptional cases if an independent customer account should be created with CrossState. This is if you are an existing customer to CrossState and want to start importing invoices in Monitor ERP.
    Make sure the company information is correct and enter a contact person and that person's contact information. If you have a GLN number registered, please contact the Monitor Support Center to get help to activate it on your account (Global Location Number).

    Select Activate e-invoice in order to activate e-invoice for import of actual supplier invoices to Monitor ERP.
    

    Check the setting Register my party in Peppol directory if you want to register your company as receiver of e-invoice in the official Peppol register. This registration can be done directly when creating a new account, or it can be done later on if you already have an account. The corresponding setting for Norway is Register my party in ELMA register. This is used on order to be shown as being a receiver of e-invoice in the ELMA register.
    Check the I have read and accepted the terms/conditions for this service box.
    The account becomes created when you click the Create account button. The account is created via an API connection to CrossState. If everything works correctly you will automatically receive your company ID. Now the account registration is completed.

16. Save.

Show registered information

This button is available when you have entered your company ID or created an account. Here you see the registered company information and information registered regarding the e-invoicing.

Activate e-invoice

This button is active even if you have NOT chosen to activate yourself when you created the account above. A red message appears if it was not possible to create an account with e-invoice recipients when registering.

The reason create e-invoice account failed is because your organization information is associated with a different operator. This might for example occur if your company has been using e-invoice in a different ERP system and was then using a different operator.

If that is the case, you MUST contact your old operator and ask them to release your organization information. You must actively notify your old operator that you want to change operator. This is similar to a mobile phone number which is tied to an operator and you must ask them to move the phone number to a different operator.

Once the information is released you can click Activate e-invoice again.

It is wise to plan ahead regarding changing the operator, so you are sure you have the correct operator on the go-live date and you use e-invoice. You must then notify your current operator that you are terminating the agreement and on which date they should release the information for the new operator to activate.