Import Invoices: General Area

Use this area to select e-invoicing or EDI formats according to which e-invoices will be imported into the system, specify the service provider responsible for storing and uploading e-invoices, trigger the processes of invoice retrieval and conversion.

Purchase invoice import settings


Used for


Select an e-invoicing or EDI standard according to which e-invoices will be converted into purchase invoices.

Service provider

Select a service provider integrated with Codejig ERP to be able to receive e-invoices that were stored but not yet downloaded to Codejig ERP directly from the selected service provider.

By default, Codejig ERP provides its Finnish users with the integration with the Apix service provider. However, to use this integration, you have to sign a service agreement with Apix, select it as your default service provider in My company settings, under the settings tab and provide your registration information in the Apix settings directory. If at least one of the mentioned above conditions is not met, automatic transfer of e-invoices to Apix will fail due to the inaccessibility of the service provider.

If you use any other service provider and wish to integrate it with Codejig ERP, please contact us to discuss integration possibilities since custom integration can be performed only by Codejig developers.

Settings button

On pressing the button you will be redirected to define APIX Settings.

Date from

A start date of a period based on which e-invoices to be converted will be retrieved.

Codejig ERP retrieves e-invoices with a date between a specified date range (between a date from and a date to).

Date to

An end date of a period based on which e-invoices to be converted will be retrieved.

Codejig ERP retrieves e- invoices with a date between a specified date range (between a date from and a date to).

Load data button

Click the Load data button to receive all e-invoices and transfer them to this page/record.


Purchase invoice status


Used for


Serial number is assigned automatically when you save the record based on the selected numerator.

Users with the appropriate permissions can override the auto-generated number and enter it manually.

After overriding the record number, automated numbering will proceed in the same manner but using the manually set number as a start value.


Date field is automatically assigned the date when the new Import invoices record was created.

The date specified designates the record date, and the date when e-invoices were uploaded from a forwarding service provided.

You can override the auto-generated date and time and enter them manually.


Status of an operation. Since the operation may involve/process several invoices, the general status of the operation is provided based on the status with the highest priority that has been assigned to an invoice. The status is assigned to the operation after it has been saved. There are three operation statuses that coincide with invoice statuses:

  • Recognized - this status is assigned to the operation when all e-invoices have passed the validation conducted by the forwarding service and the system recognized the company that sent the e-invoice.
  • Unrecognized - the operation acquires this status if at least one e-invoice has not passed the validation conducted by the forwarding service.
  • Already imported - the operation acquires this status when e-invoices have already been imported from the forwarding service.


Add any extra details or comments about your purchase invoice import entry.

Provider-related information


Used for

Create invoices button

Click the Create invoices button to convert retrieved e-invoices into purchase invoices.

All retrieved e-invoices are parsed and invoices are generated according to the selected e-invoicing or EDI standard. Created invoices are displayed within the same line items as received e-invoices.

Service provider message

The field displays an acknowledgement you receive from Apix upon uploading your e-invoices into the system stating that data sent is either correct (passed the validation) or contain errors (didn't pass the validation). Validation status is represented by status codes established by Apix. Validation status is provided specifically for each invoice sent. For the explication of status codes, go to Apix WIKI.

If the data contain errors, you have to correct errors in purchase invoices that did not pass the validation and click the Create invoices button again.

In case you have custom integration with any other service provider, the structure of response messages may differ and you will have to familiarize yourself with it using help resources of your service provider.

  • The field is uneditable, you can only view the information received from the provider.

Parse protocol

Parse protocol field contains additional information about the import and in case import was successful states the imported invoice number and date.

  • The field is uneditable, you can only view the information received from the provider.

More information