Exporting financial data
To support the export of financial data for SAF-T, Recreatex provides two options:
Automatic export via the Close terms functionality using the new Export data type named SAFT.
Module Sales admin > Financial administration
Manual export via the SAF-T menu, allowing users to generate the XML files required by the tax administration manually.
Module Various
The following applies to both export options:
To export financial data in XML format, you must first create the terms using the Create terms functionality (located under Sales admin > Financial administration > Terms) in Recreatex.
Each time financial data is exported, the XML file is automatically validated against the official XSD schema provided by the Norwegian Tax Administration and available on their website.
Closing terms automatically
SAF-T parameters
To generate financial data, configure the SAF-T related parameters under Sales admin > Financial administration > Parameters > tab Close terms > subtab Export data:
Select SAFT in the Type dropdown to display the SAF-T-related settings.
Specify the Fiscal archive folder where the SAF-T file will be generated when closing terms (both monthly and yearly).
Close terms
This method generates SAF-T XML files automatically when closing financial terms.
To access the export functionality, go to Sales admin > Financial administration > Terms > Close terms.
When a term period is closed, Recreatex generates an XML file corresponding to that period.
The file is saved in the Fiscal archive folder configured in the Financial administration parameters.
Exporting financial data manually
This method allows users to manually generate SAF-T XML files on demand, based on previously created financial terms.
To access the export functionality, go to the module Various > SAF-T > Export data. Then, on the SAFT export screen, open the tab Financial data (1).
Specify whether to export data for the current division only or for all divisions. (2)
Select the financial terms you want to export. (3)
Choose the folder where the generated XML files should be stored. (4)
Click Export financial data to generate the files. (5)
If the export fails, error messages will be shown on the form to indicate issues such as incorrect data or configuration problems.