To configure this vault you need to do the following:
Within your company's settings, you must select “Yes” in the field Download Withholding CFDIs and save.
Once the previous process is completed, the information from up to 5 years ago will be downloaded in the withholding CFDI vault for viewing.
To access the withholding vaults you need to follow this path:
Main menu, click on CFDIs.
Then click on received or issued CFDIs respectively.
And continue to the withholding CFDI vault.
Within it, a pre-filter will appear where you can select the period to consult, short name, CFDI status, retention key.
And that's it, you will have the complete view of withholding CFDIs that you have received or issued during the selected period with the following default fields:
- Issue Date
- UUID
- Recipient RFC
- Short Name
- Recipient Legal Name
- Issuer Legal Name
- Total Operation Amount
- Total Withheld Amount
- Type of Complement
If you need to see the details of the CFDIs, it's as simple as clicking on each record to show you the corresponding information.
All the data of the CFDI will be displayed, such as UUID, issuance date, status, type of complement, issuer data, receiver data, button to view the XML, etc.
You will also see a special filling depending on the type of complement attached to the retention invoice.
The download of these documents is done automatically every 3 days, so if you need it, you can generate a manual load from the utilities menu, select the download log vault indicating the range and in the process type select the option "CFDI Retentions and payment information".
