Review the EmaraTax XML draft contents and limitations
Inspect the locally generated invoice or credit-note XML draft before any external provider integration. The guide then takes you through the correct route, the checks to complete before making changes, the workflow in order, and the evidence to review afterwards.
Where to goAdmin Area → Sales → Invoice or Credit Note → Open → More → EmaraTax Compliance / QR → Download XML
Before you start
- Use the exact navigation above and confirm the intended record, tenant, customer, property, document or date range.
- Verify module activation and the stated permission instead of using another staff member’s account.
- For public, email, provider, finance, signature or destructive actions, use a controlled test record before production use.
What you’ll accomplish
Inspect the locally generated invoice or credit-note XML draft before any external provider integration. These instructions follow the supplied module’s live menus, controller actions, form fields, model validation and downstream effects.
Follow these steps
- Sign in to the staff admin area and open Admin Area → Sales → Invoice or Credit Note → Open → More → EmaraTax Compliance / QR → Download XML.
- Verify that your account meets the access rule: Invoice or credit-note access and EmaraTax access.
- Go to the required record or configuration and review its current values before making a change.
- Complete the displayed fields or action exactly as described in this guide.
- Save, submit, download or confirm the action using the button presented by the module.
- Reopen the source record and verify the expected status, output, notification, file or linked record.
Fields and options to review
PurposeLocal draft representation assembled from CRM and EmaraTax settings
FallbackA minimal EmaraTaxDraft element is returned when stored XML is absent
Not includedAccredited ASP transmission, final PINT-AE conformance result, authority clearance/acknowledgement
Category/help-centre/category/emaratax-einvoicing/
Topic/help-centre/topic/emaratax-einvoicing-invoice-readiness/
Rules the system enforces
- Validate every exported draft against the current provider schema and code lists before production submission.
- Credit-note XML download uses the currently stored payload path; re-open compliance first to refresh readiness evidence.
How to confirm it worked
- The review the emaratax xml draft contents and limitations workflow completes without bypassing the module’s permission and validation checks.
- The saved value, generated file, status, notification or linked CRM record is visible from the same workspace.
- Any validation message remains visible until the source data or setting is corrected.
Security, privacy and operational checks
- Use least-privilege staff access and do not use another person’s account to reach a hidden action.
- Check personal, financial, identity and compliance data before sending, exporting or exposing it through a public link.
- Test configuration, email, public forms, accounting effects and provider connections with controlled records before production-wide use.
Continue with related guidance
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