- Newsletter
- May 22
May Newsletter: SAT Compatibility, New Features & More!
Newsletter May 2022
New feature alert!
Details on the company’s history!
Every invoice in Mexico has the option to be canceled. You will now have the ability to see the amount and value of all canceled invoices, credit memos, payments, and expenses, which will help you better comprehend the company’s history. The information will be provided at the customer, supplier, and company analytics levels.
*Two rows for canceled invoices have been added. in the company analytics
*New section in the analytics page
Know everything about the businesses you provide credit to!
Location data feature
By July 1st, a new version of Cfdi form (4) will be required by SAT for all companies. The new file format includes address data. We’re already compatible with the change, and we are automatically gathering location and the zip code data. It will appear on the map of the platform, as well as in the business and supplier information section.
For existing companies:
To update this functionality, existing businesses must request monitoring. If you’re not familiar with monitoring, look for the button next to the business you want to update the info for on the dashboard.
For new companies:
This service will be available to all businesses automatically.
The webinar “Fintech Landscape: Israeli-Mexican Collaboration” with the FinTech community of Israel was a success!
We would like to thank everyone who assisted and participated in the webinar. If you weren’t able to attend, we will be hosting many more in the future!
Stay tuned
Getting wiser with CRiskCo
6 benefits of Open Finance in Financial Entities
Open Finance is a model recently becoming popular in the economic realm, but do you know what it is about and why it is a trending topic in that environment?
Some of the benefits of working with Open Finance are:
1. Simpler opening of a bank account
2. Thorough clients’ profile
3. Better Credit Risk Assessment
Would you like to learn more about Open Finance?
Contact us |
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