An organized client is an easy client
Slate is built around the same rules you already enforce - sequential numbering, signed documents, valid Open Format. When the client does it correctly from day one, the year-end reconciliation looks different.
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001
One-click Open Format export
The client exports a complete, valid INI + BKMVDATA file straight from the system - no local software to run, no missing files.
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002
Numbering is always sequential
Document numbers are locked on the server. No gaps in the sequence, no documents edited after issuing - what reaches you is what was actually issued.
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003
A VAT report that matches the books
The periodic report is calculated from the same documents and expenses that were recorded - no side spreadsheet with different numbers, no surprises at reconciliation.
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004
Expenses with fixed deduction percentages
Every expense is recorded with the deduction percentage in effect at that moment - a later change to the category never retroactively rewrites what was already recorded.
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005
History carries over; it doesn't get lost
A client moving to Slate imports their historical documents (Open Format, Excel, or CSV) - that history is kept separate from live numbering, as a record in its own right.
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006
Allocation numbers handled automatically
Tax invoices above the threshold request an allocation number from the Tax Authority with no manual step - fewer invoices stuck on your desk at year end.
What is in the file that reaches you
The export produces both files the Tax Authority defines, INI and BKMVDATA, for whichever date range was chosen. It is generated on the server rather than on the client's machine, so nothing depends on the version of some local tool and no half-written file comes out of an interrupted run. The periodic VAT report and the document list export from the same place, if you would rather cross-check before opening the file itself.
An issued document cannot be edited or deleted, so exporting the same range again returns exactly the same data. If something differs between two exports, it is an action recorded in the system, not a difference between runs.
Before recommending it to a client, open a sample of every document type and see what they will actually receive.
A client who switches mid-year
An import from the previous system comes in as an Open Format file, Excel or CSV, and a reconciliation report showing what was read and what was not appears before anything is written. That history is kept separate from the live numbering, so documents issued in the old system stay a record and never mix into the new sequence.
In practice the transition year is checked from two sources: the history imported up to the switch, and the documents issued in Slate from that point on. Each stands on its own, and there is no point where one sequence continues the other and blurs the line between them.
Want to see the export file before recommending it?
Write to us and we'll send a full sample of an Open Format export from the system.
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