Downloading NAV data and labelling invoices
Downloading invoice data and additional data from NAV, refreshing the invoice kind and reference, and assigning labels to invoices by hand.
The NAV data exchange downloads the data reported to the Hungarian tax authority (NAV) into the system: the additional data of the invoice and its lines, and whether the invoice is a normal, storno or modifying invoice. Here you can also assign labels to invoices. The function needs a subscription.
Before you start
The invoice's owner company must have its NAV technical user set up. Without a subscription the buttons show a padlock.
Downloading data
- Open Finance → Invoices and tick the invoices.
- Click the cloud icon (Download from NAV). For one invoice you can also use the same icon in its row.
- The system shows the result per invoice, for example: “NAV download: 8 of 10 invoice(s) succeeded.”
- View and correct the invoice's additional data with the row icon NAV extra data (invoice) (tags), the lines' data with NAV additional data (branching diagram). This does not change the line reported to NAV.
Refreshing invoice kind and reference
- Click NAV references.
- If you selected invoices, only those are refreshed; without a selection, every invoice of the filtered list.
- Up to 20 invoices are refreshed at once. Above that the system does the work in the background and tells you so; the result shows after reloading the list.
Assigning labels by hand
- Tick the invoices and click Assign label to selected (for one invoice: Assign label).
- Start typing the label name into Search a label… and pick it from the list.
- Remove a label with Remove label.
Example
150 incoming invoices of Sample Ltd. were imported. Without selecting rows, the accountant clicks NAV references on the filtered list. As there are more than 20 invoices, the refresh runs in the background; later the storno invoices show in the list together with the original invoice they refer to.