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

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.

The benefits include:

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

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.

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

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

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.

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

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

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.

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.

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.

Yes, the self-billing function will be available soon.

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.

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

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

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

Yes, the minimum requirement is Windows 10.

The eInvoicing function is also available in the Billing package.

Access UBS eInvoicing is free of charge for active users of our UBS accounting, billing, and inventory modules, provided there are no third-party costs involved from government agencies or their partners. Please get in touch with our sales team for a customized quote.

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

Yes, the UBS Nine license supports unlimited companies.

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.

Yes, this is already available in our template.

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

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

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

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

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.

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

The eInvoicing feature is only available in Modern View.

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

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.

Active users of UBS accounting, billing, and inventory modules are eligible for the free eInvoicing feature, provided there are no third-party costs from government agencies or their partners.

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.

The UBS eInvoicing feature will include:

• 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. 
• Plus, more features to enhance efficiency and productivity.

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

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

Customers interested in participating in the beta testing phase can submit requests, and selected customers will be accommodated based on various criteria such as size, structure, and industry.

Customers concerned about their current provider's readiness for eInvoicing are encouraged to reach out to The Access Group for assistance and support through the transition to electronic invoicing.

Customers can find more information and resources in the Access Customer Lounge, including on-demand webinars. If you have any further inquiries, please contact our support team or visit our website for detailed information and updates on our eInvoicing feature.

Yes, emailing the LHDN-verified e-invoice to your buyer(s) is recommended. If you use Outlook, you can email directly from the UBS solution. You can download the document for other email clients and then email it.

LHDN allows Cash Sales of general buyers to be grouped into a Consolidated Invoice format for verification. Ensure compliance with the rules of 100 lines and 5MB.

No, the customer database should already contain the necessary billing information. Ensure these details are properly set up in the system before starting eInvoicing. TIN is the only new requirement.

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.

Yes, as long as they are part of business reporting under self-billed invoice arrangements.

Yes, eInvoicing ensures the government can validate billing legitimacy for payment.

Digital signatures are compliant with the Malaysia Digital Signature Act of 1997 and are aligned with LHDN e-invoice practices. Currently, based on LHDN requirements, UBS customers who are going live do not need a digital signature. Further details will be provided in our upcoming webinar in July.

Yes, errors during submission mean the invoice is not validated and can be edited and resubmitted.

Under e-invoice implementation, invoices not verified by LHDN are considered "Non Validated" and are akin to drafts.

Users must manually create self-billed invoices using the eInvoicing functions.

Customize current templates to include QR codes and other eInvoicing details. A guide will be provided later.

Currently, eInvoicing is only available in the Billing module.

Currently, direct submission to LHDN is supported.

This functionality is available within the eInvoicing functions.

Configuration and mapping fields are available within the eInvoicing functions for such updates.

It is scheduled for mid-July.

There is no specific approval process by LHDN; depth sandbox testing is conducted to ensure all requirements are met.

MSIC is not available in the Test Mode version. It will be included in the upcoming release.

A resolution of 100% or 125% is recommended.

In Phase 1 of the release, it is advisable to separate invoices and cash sales. Invoices will require a TIN, which is not mandatory for cash sales.

You need to apply for these credentials from LHDN.

Congratulations on your successful set up of your Workspace Account! You are now ready to submit your invoices to LHDN for validation and we strongly encourage you to proceed as required.

However, we would like to provide some recommendations here to guide you along with the submission:

1.       Ensure you have all the configurations and mapping completed. Failure to do so will result in rejection from LHDN during the validation process due to non-compliance.

2.       Decide on a cutoff date for your invoice submission to LHDN for validation and progress from thereon as one of your normal task

3.        Invoices issued from 01 Aug until the cutoff date (in point #2) are to be kept aside for the time being. When the Consolidate Invoice function is made available in due course, you may  use this function to batch all these invoices into the consolidated invoice and submit for validation.

Important Notes:

The use of Consolidated Invoices has its limitations imposed by LHDN:

1.       The file size must be below 300KB

2.       The number of item lines cannot exceed 60 lines (based on testing)

3.       The last day for consolidated invoice is on the 7^th day of the following month

Add Access Software as Intermediary to MyInvois Portal

For guidance, you can watch the MyInvois Portal User Guide (Chapter 12) – Intermediary Management video by LHDN.

Otherwise, you may follow the steps in the document below to access your Taxpayer profile and add Access Software’s information as an intermediary linked to your MyInvois Portal account.

> Guide on how to add Access Software Sdn. Bhd. as Intermediary in MyInvois Portal