Within this vault, we will monitor the downloads that the system generates automatically; we can also create our own logs manually if necessary.
When entering the download log vault, all request records that bFiskur® has sent to the SAT will appear.
The status of these records must be “completed”, once the record has this status, it means that it has finished downloading the requested information, whether they are CFDIs, monthly declarations, tax situation certificates, etc.
Glossary of download log columns
- Company: Company from which the information is being downloaded.
- Created by: User who created the record or sent the request; in this case, bFiskur® has a robot that automatically executes these download processes. If it is a manual download, the name of the user who made that request will appear.
- Start date: We will enter the start date from which we want the information.
- End date: We will enter the end date of the desired period to download.
- Status: The status of the records may vary. It will first start in status "Registered", this status means that the request has been registered, it will then move to status "In Process", which means that the information is being downloaded to the platform. Finally, the record will move to status "Completed", which means that our information is now available on bFiskur®︎.
- Date and time of upload: the day and time the request was sent.
- Date and time of completion: the day and time the download was completed.
- Type of upload: It indicates what information is being downloaded in that record.
- Loaded records: This column only refers to "CFDI’s", which indicates how many CFDI’s were downloaded; if the record refers to another type of document, the column will have a "0".
- Request ID: Identifier of the record, this ID is different for each record.
Create a manual download or update information
Path: Home > Utilities > Download Log
Inside the vault "download log" we will find the "New" button
, which we will click.
A new section will be displayed, where we must enter the following information:
- Company: We must select the company from which we want to download or update information.
- Start date: We will enter the start date from which we want the information.
- End date: We will enter the end date of the desired period to download.
- Type of process: Below is the list of processes available in bFiskur®︎, which we can execute or select are as follows:
- Data upload: This process downloads the issued, received, payroll CFDIs and payment supplements for the period we are entering.
- Review canceled: This process updates the statuses of the CFDIs for the period we are entering, in case any have been canceled.
- Audit missing: this process helps us verify that our vaults are complete, meaning that the same number of CFDIs found in the SAT are in bFiskur®︎, if for any reason we are missing a CFDI when executing this process it will be downloaded automatically.
- Tax situation certificate: This process updates the certificate to the current date.
Finally, to send the request to the SAT, we must click on the “Save” button
, it will create a new record in the download log list.