UAE E-Invoicing Integration via Orchida osTax

Overview

NamaERP supports sending electronic invoices to the UAE Federal Tax Authority (FTA) through the Orchida osTax service provider. Orchida acts as an Accredited Service Provider (ASP) in the UAE's Peppol-based 5-corner e-invoicing model.

The system sends invoices in JSON format to Orchida, which validates them, reports tax data to the FTA, and routes them to the buyer through the Peppol network.

Prerequisites

Before starting the setup, you need:

• An account on the Orchida osTax platform (https://app.orchidatax.com)
• An API Key (Bearer Token) from the Orchida dashboard
• A Company ID from the Orchida dashboard

Getting Credentials from Orchida

1. Log in to the Orchida dashboard
2. Enter the OTP sent to your email
3. Select your tenant and company
4. Go to Security > Generate Key
5. Create a new key (set expiration date and name)
6. Copy the API Key and Company ID

System Setup

Step 1: Global E-Invoice Settings

From Global Configuration > Page 2:

• Set e-Invoice Page To Show to UAE Page
• After changing the value, perform a Regen UI

Step 2: Tax Payer Configuration

Create a new Tax Payer Configuration or edit an existing one.

Basic Information

Integration Settings

Tax Code Configuration

UAE tax codes follow the UN/EDIFACT 5305 standard (Aligned Tax Category Codes).

Tax Type:

Tax SubType:

Step 3: Customer Setup

For each customer that will receive electronic invoices, fill in the following fields:

Tax Information

Address

Step 4: Unit of Measure Setup

Each UOM used in invoices must have a valid tax authority code following UN/ECE Rec 20:

Step 5: Currency Setup

Ensure a currency with tax authority code AED exists and is set as the default currency.

Sending Invoices

Creating a Tax Authority Submission Document

1. Go to Tax Authority Submission Document
2. Click "Collect Documents" to add the invoices to be sent
3. Click "Send" to submit the invoices to Orchida

Submission Statuses

After sending, the document status is set to:

• Sent: Orchida accepted the invoice for processing
• NotValidSent: The invoice was rejected — check the errors field for details

Checking Invoice Status from Orchida

After submission, you can check the final status of the invoice with the tax authority:

1. From the Tax Authority Submission Document, click "Check Documents Status"
2. The system calls Orchida and retrieves the current status
3. The following fields are updated automatically:
   • Status In Tax Authority: valid, invalid, or pending
   • Tax Auth Entity Status Type: updated based on Orchida's response

Supported Document Types

Maximum Days to Send

The default number of days allowed to send an invoice after its value date is 14 days. This can be changed in the Tax Payer Configuration under "Max Days To Send Invoice".