As an accounting firm, you use fulll daily and naturally want to benefit from fulll PDP for managing your own electronic invoices. The good news is that you can easily pre-register with fulll PDP by using the client pre-registration feature.
This simple method allows you to integrate your firm into the electronic invoicing process via fulll PDP, ensuring smooth management of your issued and received invoices directly within your fulll platform.
How to Pre-register Your Own Firm
To pre-register your own firm with fulll PDP, follow the steps for pre-registering a client who has delegated their PDP selection to you. This requires you to have first created a client file for your own firm. Of course, for your own firm, the concept of "délégation" is implicit, and formalizing it with a mandate is not necessary.
Find your firm's file in the PDP dashboard:
In fulll, go to the Admin module, then navigate to the 'PDP' page and the 'All my clients' tab. Identify the file that represents your own firm.
Initiate pre-registration:
For your firm's file, use the pre-registration icon located on the far right of the row.
Finalize pre-registration:
A pre-registration window will appear.
Check the box to certify that your firm is "mandated" for its own PDP selection (this step is required by the platform, even though for your own firm, the concept of a mandate is de facto acquired).
Validate.
You can find more details about this feature in the help page "How to pre-register your clients with fulll PDP?"
The Result:
Once validated, for your firm's file, the 'PDP Selection Responsible' value will change to 'Accounting Firm' and the 'PDP Status' will display 'Pre-registered'.
This approach ensures that you remain compliant with the electronic invoicing reform and can fully leverage fulll's automation and centralization capabilities for managing your own operations.
Reminder on "PDP Status" and "PDP Selection Responsible"
PDP Selection Responsible
Value | Interpretation |
Accounting Firm | The selection of the PDP for this file has been delegated to you, and you have confirmed this information in the tool, which triggered the pre-registration with fulll PDP. |
Client | The PDP selection has not been delegated to you; the client must pre-register themselves. |
PDP Status
Value | Interpretation |
inactive - not suggested | The PDP is not suggested for this file. This can be due to the mass suggestion not being activated for the accounting firm, or the file not being eligible if it is. Furthermore, no invitation has been sent to any of the users linked to this file. |
inactive - suggested | The PDP has been suggested for this file. This means that the suggestion is activated and the file is eligible, and/or at least one invitation has been sent to a user. At least one user has not yet responded to the suggestion. |
pre-registered | The PDP has been suggested for this file, and/or at least one invitation has been sent. One of the users has validated the pre-registration for the file, which changed the status to 'pre-registered'. In the case of your own firm, this step is directly achieved via the pre-registration feature. |
inactive - rejected | The PDP has been suggested for this file, and/or at least one invitation has been sent. All users who have been invited have rejected the pre-registration. |