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pl:ksef

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Nowa wersja		Poprzednia wersja
pl:ksef [2026/02/26 15:34] – utworzono lidapl:ksef [2026/03/02 08:25] (aktualna) – lida
Linia 1: Linia 1:
-FIXME **Ta strona nie jest jeszcze kompletnie przetłumaczona. Pomoc mile widziana.**\\ //(po skompletowaniu usuń ten komentarz)//+====== KSEF ======
  
-====== KSEF 2026 ======+KSEF consists of two parts: 
 +  * Purchase invoices 
 +  * Sales invoices
  
-[isauth @lt_user,@user,@help] +If you want to use KSEF in the Directo system, please contact our support by email //__info@directo.pl__//
  
-**Internal comment** +Provide the following information: 
- +  * Name of the database and the company where you want KSEF to be enabled 
-  * ✔ PL firma +  * Which part of KSEF you would like to use: 
-  *  Firma zagraniczna +    * Receiving purchase invoices 
-  *  Brak identyfikacji klienta +    * Sending of sales invoices 
-  *  Waluta w nagłówku faktury +  * When you would like to start using it (each part if you need sales and purchase invoices).
-  *  Różne procenty VAT +
-  *  Faktura korygująca (bez danych z faktury koregowanej) +
-  *  Opóźnione wysyłanie +
-  *  Numer faktury w polu danych +
-  *  Blędy +
-  *  Ponowne wysyłanie faktur --> Tylko META i SUPER +
- +
-[/isauth] +
- +
-===== 1. Settings ===== +
- +
-  * **Master Settings** +
-    * **MANDATORY** ''Master Settings→Sale settings→e-invoice sending is selectable on invoice'' - **yes** +
-    * **MANDATORY** ''Master Settings→Common settings→Transport parameter types to printout'' append the transport parameter type **SAFT_JPK** +
-    *  **MANDATORY** ''Master Settings→Common settings'' +
-      * Company legal address +
-      * Company legal name +
-      * Company VAT no (only numbers) +
-    * ''Master Settings→Transport→Polish e-invoice (KSeF) sending delay in hours (0-24)'' - the interval of sending information to KSEF after invoice confirmation is: +
-      * if **0** or empty → ''0-15 minutes'' (**by default**) +
-      * otherwise → ''hour in setting + (0 – 15) minutes'' (the value is specified without minutes) +
-      * if the setting ''Invoice datafield for external invoice number'' is used - the time is calculated from the latest confirmed invoice, where the value of the data field matches. +
-    * **MANDATORY** ''Master Settings→Transport→Polish e-invoice (KSeF) authentication token'' - generated token number from KSEF for integration +
-      * In KSEF **Select the role to which the token is assigned** added rights: +
-        *  access invoices +
-        * issue invoices +
- +
-:?: KSEF page information: +
- +
-First, grant permissions to send and view invoices, and then generate a token. Below you will find instructions on how to assign permissions in the KSeF system. +
- +
-{{:lt:dqu08bvceu.png}} +
- +
-{{:lt:2c6efkh7u4.png}} +
- +
-To check the status of shipping a token, go to the **List of tokens** tab.\\  **Attention!** The token number is displayed only once. Please save it before leaving the page. +
- +
-{{ :lt:token_generation.png }} +
- +
-{{:lt:ksef_2.png}} +
- +
-{{:lt:ksef1.png}} +
- +
-  * ''Master Settings→Receipt settings→Invoice datafield for external invoice number'' - if invoice No. must be taken from sales invoice datafield - choose correct datafield with the invoice No. **By default** it is empty and document No. is from sales invoice header field **Invoice** +
- +
-  * **Common settings** +
-    * Sales invoice dates in tags ''P_1'' and ''P_6''  are according to settings: ''SETTINGS → COMMON SETTINGS → TRANSPORT PARAMETERS:'' +
-      * CODE - ''DataWystawienia'' +
-      * TYPE - ''SAFT_JPK'' +
-        * If ''PARAMETER 2'' has value **2**, information should be: +
-          * **Date** → ''P_6'' (//Description: Data dokonania lub zakończenia dostawy towarów lub wykonania usługi//) +
-          * **Sent** → ''P_1'' (//Description: Data wystawienia//) +
-        * Otherwise, if ''PARAMETER 2'' has value **1** or the value is empty or the transport parameter does not exists, information should be: +
-          * **Date** → ''P_1'' (//Description: Data wystawienia//) +
-          * **Sent** → ''P_6'' (//Description: Data dokonania lub zakończenia dostawy towarów lub wykonania usługi//) +
- +
-  * **Finance settings** +
-    * **MANDATORY** **VAT code** (''Setting→Finance Settings→VAT codes'') +
-      * VAT% (**by default**) +
-      * datafield **KSEF Stawka podatku** (code: ''KSEF_STAW_PODAT'') if needed +
- +
-  * **Customer card:** +
-    * **MANDATORY** Name +
-    * **MANDATORY** Street +
-    * **MANDATORY** Country +
-    * City (can be empty) +
-    * Postal code (can be empty) +
-    * Vat reg no - without country code, otherwise **BRAK** (can be empty) (:!: must be without country code) +
- +
-===== 2. Sending ===== +
- +
-:!: In KSEF there is no checking of duplicates. +
- +
-==== 2.1. Sending of the invoice ==== +
- +
-IF sales invoice should be sent to KSEF before confirming, checkbox in sales invoice document **e-sending** should be marked. :!: It will be marked automatically. +
- +
-{{ :lt:esending.png }} +
- +
-After confirm the invoice there will be mark: **Waiting for electronic dispatching : KSEF-E-INVOICE 24.11.2023 11:25:14** and checkbox **e-sending** will not be marked. +
- +
-When the invoice will be send to KSEF, mark will have KSEF document No: **Electronically dispatched : KSEF-E-INVOICE 1111111111-20231127-0ACC7EDA1280-69 27.11.2023 8:12:01**\\  KSEF No. ''1111111111-20231127-0ACC7EDA1280-69'' +
- +
-{{ :lt:electronically_dispatched.png }} +
- +
-==== 2.2. Errors ==== +
- +
-While confirming of the invoice, Directo checks if the settings are filled correctly. If there is something incorrect - there is no possibility to confirm the invoice with checkbox **e-sending**. You may confirm invoice with out the checkbox **e-sending** - it will not be send to KSEF. +
- +
-For example, in the picture we see error message.\\  The error is in field ''AdresL1''\\ +
- +
-In wiki part **3. Sales invoices tags** you have to find ''AdresL1'' field and check the setting according to the description: +
- +
-^ Name ^ Description ^ +
-| **Podmiot1** | Information about the seller | +
-| Adres/AdresL1 | ''Setting→Master Settings→Company legal address'' | +
-| **Podmiot2** | Information about the buyer | +
-| Adres/AdresL1 | Customer fields: **Street, City, Postal code** | +
- +
-{{ :lt:ksef_errors2.png }} +
- +
-If you are using datafield for invoice No. - some errors may be seen in document after confirmation: +
- +
-{{ :lt:ksef_errors3.png }} +
- +
-===== 3. KSeF report ===== +
- +
-KSef report is in ''Main meniu→Finance→REPORTS→KSeF report'' +
- +
-**In report are only sales invoices documents that:** +
- +
-  * Are confirmed +
-  * Are marked **e-sending** +
- +
-**Filters:** +
- +
-  * **From** and **Until** - invoice date according invoice field **Date** +
-  * **Number** - invoice No. (if datafield is used - datafield invoice No.) +
-  * **Customer** - customer code +
-  * **Has external ID?:**: +
-    * **Yes** - invoices that has KSeF No. +
-    * **No** - invoices that has not KSeF No. Invoices may have some errors or are in sending progress +
- +
-**Report information:** +
- +
-^ Invoice number ^ Customer ^ KSeF number ^ Verification link ^ acquisitionTimestamp ^ +
-| Directo invoice No | Customer code | KSef number | Is the same as QR code informatio - opens GOV page **Access to invoices**→**Invoice information**\\ Example: [[https://ksef-test.mf.gov.pl/web/verify/1111111111-20231220-CFD9D7DC1724-5F/mlwHL9kQOqrT82nK7lVw5Xvuhxtn7KAhz7vxYiSOXY4%3D]] | Date and time when the KSEF No. was receive | +
- +
-[isauth @lt_user,@user]  +
- +
-**Internal comment** +
- +
-Column **XML** has XML information according last confirmed invoice information. :!: It may not be the same XML as was send to GOV if there was added some changes in sales invoice after the sending to GOV. +
- +
-[/isauth] +
- +
-===== 4. Sales invoices tags ===== +
- +
-^ Name ^ Description ^ +
-| **Naglowek** || +
-| KodFormularza | **FA (3)**, kodSystemowy="FA (3)" wersjaSchemy="1-0E" | +
-| WariantFormularza | **3** | +
-| DataWytworzeniaFa | Current date at time of sending | +
-| SystemInfo | **Directo** | +
- +
-^ Name ^ Description ^ +
-| **Podmiot1** | //Information about the seller// | +
-| DaneIdentyfikacyjne/NIP | ''Setting→Master Settings→Common settings→Company VAT no'' | +
-| DaneIdentyfikacyjne/Nazwa | ''Setting→Master Settings→Common settings→Company legal name'' | +
-| Adres/KodKraju | ''Setting→Master Settings→Special→Country'' | +
-| Adres/AdresL1 | ''Setting→Master Settings→Company legal address'' | +
- +
-^ Name ^ Description ^ +
-| **Podmiot2** | //Information about the buyer// | +
-^ DaneIdentyfikacyjne ^ Buyer identification details ^ +
-| NIP | If in customer field **Country** code is **PL** and field **Vat reg no** is not empty or filed with value **BRAK** - customer field **Vat reg no**, otherwise - tag is not displayed (:!: must be without country code) | +
-| KodUE | If in customer field **Country** code is not **PL** and field **Vat reg no** is not empty or filed with value **BRAK** - customer field **Country** code, otherwise - tag is not displayed | +
-| NrVatUE | If tag ''DaneIdentyfikacyjne/KodUE'' is displayed, customer field **Vat reg no**, otherwise - tag is not displayed (:!: must be without country code) | +
-| BrakID | If customer field **Vat reg no** is empty or filed with value **BRAK** - **1**, otherwise - tag is not displayed | +
-| Nazwa | Customer field **Name** | +
-^ Adres ^ Address details ^ +
-| KodKraju | Customer field **Country** | +
-| AdresL1 | Customer fields: **Street**, **City**, **Postal code** | +
-| JST | FIXME Possible values: 1 or 2. \\ Znacznik jednostki podrzędnej JST.\\ Wartość "1" oznacza, że faktura dotyczy jednostki podrzędnej JST. W takim przypadku, aby udostępnić fakturę jednostce podrzędnej JST, należy wypełnić sekcję Podmiot3, w szczególności podać NIP lub ID-Wew i określić rolę jako 8. Wartość "2" oznacza, że faktura nie dotyczy jednostki podrzędnej JST | +
-| GV | FIXME Possible values: 1 or 2. \\ Znacznik członka grupy VAT. Wartość "1" oznacza, że faktura dotyczy członka grupy VAT. W takim przypadku, aby udostępnić fakturę członkowi grupy VAT, należy wypełnić sekcję Podmiot3, w szczególności podać NIP lub ID-Wew i określić rolę jako 10. Wartość "2" oznacza, że faktura nie dotyczy członka grupy VAT | +
- +
-^ Name ^ Description ^ +
-| **Podmiot3** | Information about the third party - required when **JST** = 1 or **GV** = 1 | +
-^ DaneIdentyfikacyjne ^ Identification details of the third party ^ +
-| NIP | FIXME | +
-| IDWew | FIXME | +
-| KodUE | FIXME | +
-| NrVatUE | FIXME | +
-| KodKraju | FIXME | +
-| NrID | FIXME | +
-| BrakID | FIXME | +
-| Nazwa | FIXME | +
-| Rola | ''8'' - when **JST** = 1 \\ ''10'' - when **GV** = 1 | +
- +
-^ Name ^ Description ^ +
-| **Fa** || +
-| KodWaluty | Invoice header field **Currency** | +
-| P_1 | According settings: ''SETTINGS → COMMON SETTINGS → TRANSPORT PARAMETERS:'', ''CODE'' - **DataWystawienia**\\ //Description: Data wystawienia, z zastrzeżeniem art. 106na ust. 1 ustawy// | +
-| P_2 | According mastersettings ''Master Settings→Receipt settings→Invoice datafield for external invoice number'' selected datafield, if not selected from innvoice header field **Invoice** | +
-| P_6 | According settings: ''SETTINGS → COMMON SETTINGS → TRANSPORT PARAMETERS:'', ''CODE'' - **DataWystawienia**\\ //Description: Data dokonania lub zakończenia dostawy towarów lub wykonania usługi lub data otrzymania zapłaty, o której mowa w art. 106b ust. 1 pkt 4 ustawy, o ile taka data jest określona i różni się od daty wystawienia faktury. Pole wypełnia się w przypadku, gdy dla wszystkich pozycji faktury data jest wspólna// | +
-| P_13_1 | Sum of invoice row fields **Total** where VAT code VAT% is 23% or 22% | +
-| P_14_1 | Sum of invoice row differences of fields **RS VAT - Total** where VAT code VAT% is 23% or 22% | +
-| P_14_1W | If invoice header field **Currency** is not **PLN** = **P_14_1** value * invoice header field **Rate**, otherwise - tag is not displayed | +
-| P_13_2 | Sum of invoice row fields **Total** where VAT code VAT% is 8% or 7% | +
-| P_14_2 | Sum of invoice row differences of fields **RS VAT - Total** where VAT code VAT% is 8% or 7% | +
-| P_14_2W | If invoice header field **Currency** is not **PLN** = **P_14_2** value * invoice header field **Rate**, otherwise - tag is not displayed | +
-| P_13_3 | Sum of invoice row fields **Total** where VAT code VAT% is 5% | +
-| P_14_3 | Sum of invoice row differences of fields **RS VAT - Total** where VAT code VAT% is 5% | +
-| P_14_3W | If invoice header field **Currency** is not **PLN** = **P_14_2** value * invoice header field **Rate**, otherwise - tag is not displayed | +
-| P_13_4 | Sum of invoice row fields **Total** where VAT code VAT% is 4% or 3% | +
-| P_14_4 | Sum of invoice row differences of fields **RS VAT - Total** where VAT code VAT% is 4% or 3% | +
-| P_14_4W | If invoice header field **Currency** is not **PLN** = **P_14_4** value * invoice header field **Rate**, otherwise - tag is not displayed | +
-| P_13_6_1 | Sum of invoice row fields **Total** where VAT code data field **KSEF Stawka podatku** (code: ''KSEF_STAW_PODAT'') is set to **0%_KRAJOWE** | +
-| P_13_6_2 | Sum of invoice row fields **Total** where VAT code data field **KSEF Stawka podatku** (code: ''KSEF_STAW_PODAT'') is set to **0%_WDT** | +
-| P_13_6_3 | Sum of invoice row fields **Total** where VAT code data field **KSEF Stawka podatku** (code: ''KSEF_STAW_PODAT'') is set to **0%_EKSPORT** | +
-| P_13_7 | Sum of invoice row fields **Total** where VAT code data field **KSEF Stawka podatku** (code: ''KSEF_STAW_PODAT'') is set to **ZWOLNIENIE_Z_OPODATK** | +
-| P_13_8 | Sum of invoice row fields **Total** where VAT code data field **KSEF Stawka podatku** (code: ''KSEF_STAW_PODAT'') is set to **NP_WYLACZ_ART100UST1PKT4** | +
-| P_13_9 | Sum of invoice row fields **Total** where VAT code data field **KSEF Stawka podatku** (code: ''KSEF_STAW_PODAT'') is set to **NP_NA_ART100UST1PKT4** | +
-| P_13_10 | Sum of invoice row fields **Total** where VAT code data field **KSEF Stawka podatku** (code: ''KSEF_STAW_PODAT'') is set to **ODWROTNE_OBCIAZ** | +
-| P_13_11 | Sum of invoice row fields **Total** where VAT code data field **KSEF Stawka podatku** (code: ''KSEF_STAW_PODAT'') is set to **MARZA** | +
-| P_15 | Invoice header field **Total** | +
-^ Adnotacje ^ Other notes on the invoice ^ +
-| P_16 | If document is POS invoices - **1**, otherwise - **2** | +
-| P_17 | Always **2**\\ //Description: W przypadku faktur, o których mowa w art. 106d ust. 1 ustawy - wyraz "samofakturowanie" -  **1**; w przeciwnym przypadku - wartość **2**// | +
-| P_18 | If at least in one row, the VAT code data field **KSEF Stawka podatku** (code: ''KSEF_STAW_PODAT'') is value **ODWROTNE_OBCIAZ** - **1** , otherwise - **2**\\ //Description: W przypadku dostawy towarów lub wykonania usługi, dla których obowiązanym do rozliczenia podatku od wartości dodanej lub podatku o podobnym charakterze jest nabywca towaru lub usługi - wyrazy "odwrotne obciążenie", należy podać wartość "1", w przeciwnym przypadku - wartość "2"// | +
-| P_18A | If header field **Total** (with VAT) * header field **Rate** is more then 15 000 PLN - **1**, otherwise - **2** | +
-| Zwolnienie \\ /P_19N | Always **1**\\ //Description: Znacznik braku dostawy towarów lub świadczenia usług zwolnionych od podatku na podstawie art. 43 ust. 1, art. 113 ust. 1 i 9 ustawy albo przepisów wydanych na podstawie art. 82 ust. 3 ustawy lub na podstawie innych przepisów// | +
-| NoweSrodkiTransportu \\ /P_22N | Always **1**\\ //Description: Znacznik braku wewnątrzwspólnotowej dostawy nowych środków transportu// | +
-| P_23 | Always  **2**\\ W przypadku faktur wystawianych w procedurze uproszczonej przez drugiego w kolejności podatnika, o którym mowa w art. 135 ust. 1 pkt 4 lit. b i c oraz ust. 2, zawierającej adnotację, o której mowa w art. 136 ust. 1 pkt 1 i stwierdzenie, o którym mowa w art. 136 ust. 1 pkt 2 ustawy, należy podać wartość "1", w przeciwnym przypadku - wartość "2" | +
-| PMarzy \\ /P_PMarzyN | Always **1**\\ //Description: Znacznik braku wystąpienia procedur marży, o których mowa w art. 119 lub art. 120 ustawy// | +
-| RodzajFaktury | **KOR** - if in sales invoice header field **Total** is negative and in header field **Credited invoice** is invoice No.\\ Otherwise - **VAT** | +
-^ DaneFaKorygowanej ^ :!: Tags are displayed if in tag ''RodzajFaktury'' value is **KOR**, otherwise - tags are not displayed ^ +
-| DataWystFaKorygowanej | Header field **Credited invoice** document field **Date**\\ \\ :?: Tag displayed if in tag ''RodzajFaktury'' value is **KOR** | +
-| NrFaKorygowanej | According mastersettings ''Master Settings→Receipt settings→Invoice datafield'' for external invoice number selected datafield from credited invoice, if not selected from header field **Credited invoice**\\ \\ :?: Tag displayed if in tag ''RodzajFaktury'' value is **KOR** | +
-| NrKSeF | **1** if header field **Credited invoice** has KSEF No., otherwise - tag is not displayed\\ \\ :?: Tag displayed if in tag ''RodzajFaktury'' value is **KOR** | +
-| NrKSeFFaKorygowanej | If tag ''NrKSeF'' is displayed - header field **Credited invoice** invoice KSEF No.\\ \\ :?: Tag displayed if in tag ''RodzajFaktury'' value is **KOR** | +
-| NrKSeFN | **1** if header field **Credited invoice** does not have KSEF No., otherwise - tag is not displayed\\ \\ :?: Tag displayed if in tag ''RodzajFaktury'' value is **KOR** | +
-^ FaWiersz ^ Information about items/services ^ +
-| NrWierszaFa | Invoice row No. | +
-| P_7 | Invoice row field **Description** | +
-| P_8A | Invoice row field **Unit** | +
-| P_8B | Invoice row field **Qty** | +
-| P_9A | Invoice row field **Net price** | +
-| P_11 | Invoice row field **Total** | +
-| P_12 | If VAT code datafield **KSEF Stawka podatku** (code: KSEF_STAW_PODAT) is set to **0%_KRAJOWE**, then in KSEF is **0 KR**.  \\ If VAT code datafield **KSEF Stawka podatku** (code: KSEF_STAW_PODAT) is set to** 0%_WDT**, then in KSEF is **0 WDT**. \\ If VAT code datafield **KSEF Stawka podatku** (code: KSEF_STAW_PODAT) is set to **0%_EKSPORT**, then in KSEF is **0 EX**. \\ If VAT code datafield** KSEF Stawka podatku** (code: KSEF_STAW_PODAT) is set to **ZWOLNIENIE_Z_OPODATK**, then in KSEF is **zw**. \\ If VAT code datafield **KSEF Stawka podatku** (code: KSEF_STAW_PODAT) is set to **NP_WYLACZ_ART100UST1PKT4**, then in KSEF is **np I**. \\ If VAT code datafield **KSEF Stawka podatku** (code: KSEF_STAW_PODAT) is set to **NP_NA_ART100UST1PKT4**, then in KSEF is **np II**.  \\ If VAT code datafield **KSEF Stawka podatku** (code: KSEF_STAW_PODAT) is set to** ODWROTNE_OBCIAZ**, then in KSEF is **oo**. \\ If VAT code datafield **KSEF Stawka podatku **(code: KSEF_STAW_PODAT) is **empty**, then value from **VAT %** field. \\  Invoice row field **VAT** code field **REVERSE VAT %** if it is empty - **VAT%** Possible values: 23, 22, 8, 7, 5, 4, 3, 0 KR, 0 WDT, 0 EX, zw, oo, np I, np II | +
-| KursWaluty | If invoice header field **Currency** is nor **PLN** - invoice header field **Rate** (format: 0.000000), otherwise - tag is not displayed | +
-^ Platnosc ^   ^ +
-| TerminPlatnosci \\ /Termin | Invoice header field **Due date** | +
- +
-[isauth @lt_user,@user]  +
- +
-**Internal comment: META and SUPER** +
- +
-===== Resending ===== +
- +
-FIXME +
- +
-:!: There is no checking of duplicates. +
- +
-If there is need to send the invoice again, follow steps: +
-  * Go to report: **FINANCE→REPORTS→MAINTENANCE** +
-  * Part: **Check** +
-  * Report: **Send again to interface** +
-  * Fill: +
-    * Date from to +
-    * Choose **Invoice** +
-    * Inser invoice No and press **Check** +
-  * When sending date will appear, press on date in column **saadetud** and **OK** +
- +
-{{ :lt:send_again_to_interface1.png |}} +
- +
-If resending was started again, in sales invoice there will be mark **Waiting for electronic dispatching : KSEF-E-INVOICE 24.11.2023 11:25:14**  +
- +
-{{ :lt:send_again_to_interface2.png |}} +
- +
-[/isauth]+
  
  
pl/ksef.1772112893.txt.gz · ostatnio zmienione: 2026/02/26 15:34 przez lida
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