odoo-forge-bundle 0.1.0

package/payload/skills/odoo18-docs/references/docs/applications/finance/fiscal_localizations/ecuador.md

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+---
+title: "Ecuador"
+source_url: "https://docs.odoo.sbggai.top/applications/finance/fiscal_localizations/ecuador.html"
+---
+
+=======
+# Ecuador
+
+With the Ecuadorian localization, it is possible to generate electronic documents using XML, fiscal
+folio, electronic signature, and direct connection to tax authority SRI.
+
+The supported documents are invoices, credit notes, debit notes, purchase liquidations, and
+withholdings.
+
+The localization also includes automation to easily predict the withholding tax to be applied to
+each purchase invoice.
+
+.. seealso::
+   - [App Tour - Localización de Ecuador ](https://www.youtube.com/watch?v=BQOXVSDeeK8)
+   - [Smart Tutorial - Localización de Ecuador
+     ](https://www.odoo.com/slides/smart-tutorial-localizacion-de-ecuador-170)
+   - :doc:`Documentation on e-invoicing's legality and compliance in Ecuador
+     <../accounting/customer_invoices/electronic_invoicing/ecuador>`
+
+.. _l10n_ec/glossary:
+
+# Glossary
+
+Here are some terms that are essential to the Ecuadorian localization:
+
+- **SRI**: Stands for *Servicio de Rentas Internas*, which is the government organization that
+  enforces the payment of taxes in Ecuador.
+- **SRI certificate**: Document or digital credential issued by the *SRI* that is crucial for
+  compliance with Ecuadorian tax laws.
+- **EDI**: Stands for *Electronic Data Interchange*, which refers to the electronic transmission of
+  documents.
+- **RIMPE**: Stands for *Regimen Simplificado para Emprendedores y Negocios*, which is the type of
+  taxpayer qualified for SRI.
+
+# Configuration
+
+.. _l10n_ec/module-installation:
+
+## Modules installation
+
+:ref:`Install <general/install>` the following modules to get all the features of the Ecuadorian
+localization:
+
+.. list-table::
+   :header-rows: 1
+   :widths: 25 25 50
+
+   * - Name
+     - Technical name
+     - Description
+   * - :guilabel:`Ecuadorian - Accounting`
+     - `l10n_ec`
+     - The default :doc:`fiscal localization package <../fiscal_localizations>`, adds accounting
+       characteristics for the Ecuadorian localization, which represent the minimum configuration
+       required for a company to operate in Ecuador according to the guidelines set by the
+       :abbr:`SRI (servicio de rentas internas)`. The module's installation automatically loads:
+       Chart of Accounts, taxes, documents types, tax support types. Additionally, the generation of
+       forms 103 and 104 are automatic.
+   * - :guilabel:`Ecuadorian Accounting EDI`
+     - `l10n_ec_edi`
+     - Includes all the technical and functional requirements to generate and validate
+       :doc:`Electronics Documents <../accounting/customer_invoices/electronic_invoicing>`, based on
+       the technical documentation published by the SRI. The authorized documents are: Invoices,
+       Credit Notes, Debit Notes, Withholdings and Purchase liquidations.
+   * - :guilabel:`Ecuadorian Accounting Reports`
+     - `l10n_ec_reports`
+     - Includes all the technical and functional requirements to generate forms 103 and 104.
+   * - :guilabel:`Ecuador - ATS Report`
+     - `l10n_ec_reports_ats`
+     - Includes all the technical and functional requirements to generate the ATS report XML file
+       ready to be uploaded to the *DIMM Formularios*.
+   * - :guilabel:`Ecuadorian Website`
+     - `l10n_ec_website_sale`
+     - Includes all the technical and functional requirements to generate automatic electronic
+       invoices from a Website sale.
+   * - :guilabel:`Ecuadorian Point of Sale`
+     - `l10n_ec_edi_pos`
+     - Includes all the technical and functional requirements to generate automatic electronic
+       invoices from a POS sale.
+
+> **note**:
+>    In some cases, such as when upgrading to a version with additional modules, it is possible that
+   those modules may not be installed automatically. Any missing modules can be manually installed.
+
+.. _l10n_ec/configure-your-company:
+
+## Configure a company or individual contact
+
+.. seealso::
+   :doc:`Configure a company or individual contact <../../essentials/contacts>`
+
+The following fields should be completed for localization purposes on the contact form:
+
+- :guilabel:`Name`: Enter the company or individual's name.
+- :guilabel:`Address`: The :guilabel:`Street` sub-field is required to confirm electronic invoices.
+- :guilabel:`Identification Number`: For a company, enter the :guilabel:`Ruc`. For individuals,
+  enter the :guilabel:`Cedula` or :guilabel:`Passport` number.
+- :guilabel:`SRI Taxpayer Type`: Select the contact's SRI taxpayer type.
+- :guilabel:`Phone`: Enter the company or individual's phone number.
+- :guilabel:`Email`: Enter the company or individual's email. This email is used to send electronic
+  documents, such as invoices.
+
+> **note**:
+>    The :guilabel:`SRI Taxpayer Type` indicated on the contact form determines which :ref:`VAT and
+   profit withholding <l10n_ec/VAT-withholding>` taxes apply when using this contact on a vendor
+   bill.
+
+## Electronic documents
+
+To upload information for electronic documents, go to :menuselection:`Accounting --> Configuration
+--> Settings`, and scroll to the :guilabel:`Ecuadorian Localization` section.
+
+Configure the following information, starting with the :guilabel:`Electronic Invoicing` section:
+
+- :guilabel:`Company legal name`
+- :guilabel:`Regime`: Select whether the company is in the :guilabel:`Regular Regime (without
+  additional messages in the RIDE)` or is qualified as in the :guilabel:`RIMPE Regime`.
+- :guilabel:`Special Taxpayer Number`: If the company is qualified as a special taxpayer, complete
+  this field with the company's corresponding tax contributor number.
+- :guilabel:`Forced to Keep Accounting Books`: Enable this option if needed.
+
+:guilabel:`Withholding` section:
+
+- :guilabel:`Consumables`: Enter the code of the default withholding tax used when purchasing goods.
+- :guilabel:`Services`: Enter the code of the default withholding tax used when purchasing services.
+- :guilabel:`Credit Card`: Enter the code of the default withholding tax used when purchasing with
+  credit cards.
+- :guilabel:`Withhold Agent Number`: Enter the company's withholding agent resolution number, if
+  applicable.
+
+:guilabel:`SRI Connection` section:
+
+- :guilabel:`Certificate file for SRI`: Select the company's :ref:`SRI certificate
+  <l10n_ec/glossary>`. Click :icon:`oi-arrow-right` :guilabel:`SRI Certificates` to upload one, if
+  necessary.
+- :guilabel:`Use production servers`: Enable this option if electronic documents are used in the
+  production environment; leave it disabled if the testing environment is used instead.
+
+:guilabel:`Withholding accounts` section:
+
+- :guilabel:`Sales Tax Base Account`: Enter the company's sales tax base account.
+- :guilabel:`Purchase Tax Base Account`: Enter the company's sales tax purchase account.
+
+> **important**:
+>    When using the testing environment, EDI data is sent to test servers.
+
+> **note**:
+>    - The values entered in the :guilabel:`Consumables` and :guilabel:`Services` withholding fields
+     are used as default values for domestic **only when** no withholdings are set up on the *SRI
+     Taxpayer Type*.
+   - The entered :guilabel:`Credit Card` withholding value is always applied when a credit or debit
+     card SRI payment method is used.
+
+.. _l10n_ec/VAT-withholding:
+
+## VAT withholding
+
+> **note**:
+>    This configuration applies only if the SRI recognizes the company as a withholding agent. If not,
+   skip this step.
+
+To configure a VAT withholding, go to :menuselection:`Accounting --> Configuration --> Taxpayer Type
+SRI`.
+
+Configure the :guilabel:`Name` of the taxpayer type, the :guilabel:`Goods VAT Withholding`, and the
+:guilabel:`Services VAT Withholding`.
+
+> **tip**:
+>    If the :guilabel:`Taxpayer Type` is :guilabel:`Rimpe`, configure the :guilabel:`Profit Withhold`
+   percentage.
+
+## Printer points
+
+*Printer points* need to be configured for each type of electronic document used, such as customer
+invoices, credit notes, and debit notes.
+
+To configure printer points, navigate to :menuselection:`Accounting --> Configuration -->
+Journals`.
+
+For each electronic document, click :guilabel:`New`, and enter the following information on the
+journal form:
+
+- :guilabel:`Journal Name`: Enter in this format: `[Emission Entity]-[Emission Point] [Document
+  Type]`, e.g., `001-001 Sales Documents`.
+- :guilabel:`Type`: Refers to the journal type; select :guilabel:`Sales`.
+
+Once the :guilabel:`Type` is selected, complete the following fields:
+
+- :guilabel:`Use Documents?`: Enable this option if legal invoicing (invoices, debit/credit notes)
+  is used, as this is the standard configuration. If not, select the option to record accounting
+  entries unrelated to legal invoicing documents, such as receipts, tax payments, or journal
+  entries.
+- :guilabel:`Emission Entity`: Enter the facility number.
+- :guilabel:`Emission Point`: Enter the printer point.
+- :guilabel:`Emission address`: Enter the address of the facility.
+
+In the :guilabel:`Journal Entries` tab, under the :guilabel:`Accounting information` section, fill
+in the following fields:
+
+- :guilabel:`Default Income Account`: Enter the default income account.
+- :guilabel:`Dedicated Credit Note Sequence`: Enable this option if *credit notes* should be
+  generated from this printer point (i.e., the journal).
+- :guilabel:`Dedicated Debit Note Sequence`: Enable this option if *debit notes* should be
+  generated from this printer point (i.e., the journal).
+- :guilabel:`Short Code`: Enter a unique 5-digit code for the accounting entry sequence (e.g.,
+  VT001).
+
+Customer invoices, credit notes, and debit notes need to use the same journal as the
+:guilabel:`Emission Point`, whereas the :guilabel:`Entity Point` should be unique per journal.
+
+Finally, in the :guilabel:`Advanced Settings` tab, check the :guilabel:`Electronic invoicing`
+checkbox to enable sending XML/EDI invoices.
+
+.. seealso::
+   :doc:`../accounting/customer_invoices/electronic_invoicing`
+
+## Withholding
+
+To define a *withholding journal*, go to :menuselection:`Accounting --> Configuration --> Journals`.
+For each withholding journal, click :guilabel:`New`, and enter the following information:
+
+- :guilabel:`Journal Name`: Enter this format: `[Emission Entity]-[Emission Point] [Document Type]`,
+  e.g.,`001-001 Withholding`.
+- :guilabel:`Type`: Refers to the journal type. Select :guilabel:`Miscellaneous`.
+- :guilabel:`Withhold Type`: Select :guilabel:`Purchase Withhold`.
+
+Once the :guilabel:`Type` and :guilabel:`Withhold Type` are selected, complete the following fields:
+
+- :guilabel:`Emission Entity`: Enter the facility number.
+- :guilabel:`Emission Point`: Enter the printer point.
+- :guilabel:`Emission address`: Enter the address of the facility.
+
+In the :guilabel:`Journal Entries` tab, under the :guilabel:`Accounting information` section, fill
+in the following fields:
+
+- :guilabel:`Default Account`: Configure the default income account.
+- :guilabel:`Short Code`: Enter a unique 5-digit code for the accounting entry sequence (e.g.,
+  `WT001`).
+
+Finally, in the :guilabel:`Advanced Settings` tab, check the :guilabel:`Electronic invoicing`
+checkbox to enable sending XML/EDI invoices.
+
+## Purchase liquidations
+
+A specific journal must be created for *purchase liquidations*. Go to :menuselection:`Accounting -->
+Configuration --> Journals`. Click :guilabel:`New`, and enter the following information:
+
+- :guilabel:`Journal Name`: Enter this format: `[Emission Entity]-[Emission Point] [Document Type]`,
+  e.g., `001-001 Purchase Liquidations`.
+- :guilabel:`Type`: Refers to the journal type. Select :guilabel:`Purchase`.
+
+Once the :guilabel:`Type` is selected, complete the following fields:
+
+- :guilabel:`Purchase Liquidations`: Tick this checkbox to enable purchase liquidations.
+- :guilabel:`Use Documents?`: Enable this option if legal invoicing (invoices, debit/credit notes)
+  is used, as this is the standard configuration. If not, select the option to record accounting
+  entries unrelated to legal invoicing documents, such as receipts, tax payments, or journal
+  entries.
+- :guilabel:`Emission Entity`: Enter the facility number.
+- :guilabel:`Emission Point`: Enter the printer point.
+- :guilabel:`Emission address`: Enter the address of the facility.
+- :guilabel:`Short Code`: Enter a unique 5-digit code for the accounting entry sequence (e.g.,
+  `PT001`).
+
+Finally, in the :guilabel:`Advanced Settings` tab, check the :guilabel:`Electronic invoicing`
+checkbox to enable sending XML/EDI invoices.
+
+## Configure master data
+
+### Chart of accounts
+
+The :doc:`chart of accounts <../accounting/get_started/chart_of_accounts>` is installed by default
+as part of the set of data included in the localization module. The accounts are mapped
+automatically in *Taxes*, *Default Account Payable*, *Default Account Receivable*.
+
+Ecuador's chart of accounts is based on the most updated version of the *Superintendency of
+Companies*, which is grouped into several categories and is compatible with NIIF accounting.
+
+Accounts can be added or deleted according to the company's needs.
+
+### Products
+
+If products have any withholding taxes, they must be configured on the product form.
+
+Go to :menuselection:`Accounting --> Vendors --> Products`. On the :guilabel:`General Information`
+tab, specify both :guilabel:`Purchase Taxes` and :guilabel:`Profit Withhold`.
+
+### Taxes
+
+The localization module automatically creates and configures taxes. If new taxes need to be created,
+it is recommended to base them on the configuration of the existing ones.
+
+To manage taxes, navigate to :menuselection:`Accounting --> Configuration --> Taxes`. Depending on
+the tax type, the following options may be required for additional configuration:
+
+- :guilabel:`Tax Name`: Follows a specific format depending on the tax type:
+
+  - | **For IVA (Value-Added Tax)**:
+    | `IVA [percent] (104, [form code] [tax support code] [tax support short name])`
+    | Example: `IVA 12% (104, RUC [tax support code] IVA)`
+  - | **For Income Tax Withholding codes**:
+    | `Code ATS [percent of withhold] [withhold name]`
+    | Example: `Code ATS 10% Retención a la Fuente`
+
+- :guilabel:`Tax Support`: Configure only for the IVA tax. This option is used to register purchase
+  withholdings.
+- :guilabel:`Code ATS`: Configure only for income tax withholding codes, as it is necessary to
+  register a withholding.
+
+In the :guilabel:`Definition` tab:
+
+- :guilabel:`Tax Grids`: Configure the code of a 104 form if it is an IVA tax, and the code of a
+  103 form if it is an income tax withholding code.
+
+.. seealso::
+   :doc:`Configuring taxes <../accounting/taxes>`
+
+### Document types
+
+Some accounting transactions like *customer invoices* and *vendor bills* are classified by *document
+types*. These are defined by the government fiscal authorities, which in this case is the SRI.
+
+To access or configure document types, go to :menuselection:`Accounting --> Configuration -->
+Document Types`.
+
+Each document type can have a unique sequence per journal where it is assigned. As part of the
+localization, the document type includes the country in which the document is applicable; also the
+data is created automatically when the localization module is installed.
+
+The information required for the document types is included by default and doesn't need to be
+changed.
+
+# Workflows
+
+Once a company's database is configured, documents can be registered to enable workflows across
+Odoo's applications, such as **Accounting**, **Inventory**, and **Sales**.
+
+## Sales documents
+
+### Customer invoices
+
+:guilabel:`Customer invoices` are electronic documents that, when validated, are sent to SRI. These
+documents can be :doc:`created from your sales order or manually
+<../accounting/customer_invoices/overview>`.
+
+They must contain the following data:
+
+- :guilabel:`Journal`: Select the option matching the customer invoice's printer point.
+- :guilabel:`Document Type`: Type the document type in this format: `(01) Invoice`.
+- :guilabel:`Payment Method (SRI)`: Select how the invoice will be paid.
+
+.. seealso::
+   :doc:`Manage customer invoices <../accounting/customer_invoices/overview>`
+
+### Customer credit note
+
+The :doc:`customer credit note <../accounting/customer_invoices/credit_notes>` is an electronic
+document that, when validated, is sent to SRI. A validated (posted) invoice is necessary to register
+a credit note.
+
+On the invoice, click :guilabel:`Credit note` and complete the following information in the
+:guilabel:`Credit note` window:
+
+- :guilabel:`Reason`: Type the reason for the credit note.
+- :guilabel:`Journal`: Select the journal for the reversal.
+- :guilabel:`Document Type`: By default, :guilabel:`(04) Credit Note` is selected.
+- :guilabel:`Reversal date`: Set the date for the reversal.
+
+Then, click :guilabel:`Reverse` to first review the invoice or click :guilabel:`Reverse and Create
+Invoice`.
+
+> **note**:
+>    When creating the first credit note, select :guilabel:`Reverse` and assign the first credit note
+   number or by default Odoo assigns `NotCr 001-001-000000001` as the first credit note number.
+
+Once the credit note is created, modify :guilabel:`Product` and :guilabel:`Quantity` if needed. Make
+sure the correct :guilabel:`Customer`, :guilabel:`Journal`, and :guilabel:`Document Type` are
+specified, and the products listed on the :guilabel:`Invoice Lines` tab are configured with the
+correct taxes.
+
+To validate, click :guilabel:`Confirm`.
+
+### Customer debit note
+
+The :ref:`customer debit note <accounting/credit_notes/issue-debit-note>` is an electronic document
+that, when validated, is sent to SRI.
+
+A validated (posted) invoice is necessary to register a debit note. Select the related invoice to
+issue a debit note in the :guilabel:`Invoices` list view, click :icon:`fa-cog` :guilabel:`Actions`
+and select :guilabel:`Create Debit Note`. Then, complete the following information in the
+:guilabel:`Create Debit Note` window.
+
+- :guilabel:`Reason`: Enter the reason for the debit note.
+- :guilabel:`Debit note date`: Set the debit note date.
+- :guilabel:`Copy lines`: Select this option to register a debit note with the same lines of
+  invoice.
+- :guilabel:`Use Specific Journal`: Select the printer point for your credit note, or leave it empty
+  to use the same journal as the original invoice.
+
+Then, click :guilabel:`Create Debit Note`.
+
+The debit note amount can be changed, if desired.
+
+### Customer withholding
+
+The :guilabel:`Customer withholding` is a non-electronic document issued by the client in order to
+apply a withholding to a sale.
+
+A validated (posted) invoice is necessary to register a customer withholding. On the invoice, click
+:guilabel:`Add Withhold` and complete the following information in the :guilabel:`Customer
+withholding` window:
+
+- :guilabel:`Document Number`: Enter the withholding number.
+- :guilabel:`Withhold Lines`: Select the taxes that the customer is withholding.
+
+Before validating the withholding, review that the amounts for each tax are the same as the original
+document.
+
+## Purchase Documents
+
+.. _l10n_ec/vendor-bills:
+
+### Vendor bill
+
+:doc:`Vendor bills <../accounting/vendor_bills>` are non-electronic documents issued by vendors when
+a company generates a purchase. Vendor bills can be created from purchase orders or manually.
+
+> **important**:
+>    A vendor bill journal must be created to create vendor bill documents.
+
+Create a vendor bill journal
+****************************
+
+To create a new journal, go to :menuselection:`Accounting --> Configuration --> Journals`, and click
+:guilabel:`New`.
+
+Then, configure the following:
+
+- Select :guilabel:`Purchase` as the :guilabel:`Type`.
+- **Do not** tick the :guilabel:`Purchase Liquidations` checkbox.
+- Add a :guilabel:`Default Expense Account`.
+
+Configure a vendor bill
+***********************
+
+To configure a vendor bill, make sure also to complete the following Ecuador specific fields:
+
+- :guilabel:`Document Type`: Enter this document type: `(01) Invoice`.
+- :guilabel:`Document number`: Enter the document number.
+- :guilabel:`Payment Method (SRI)`: Select how the vendor bill will be paid.
+
+> **important**:
+>    When creating the purchase withholding, verify that the bases (base amounts) are correct. If you
+   need to edit the amount of the tax in the :guilabel:`Vendor bill`, click :guilabel:`Edit`. Or,
+   from the :guilabel:`Journal Items` tab, click :guilabel:`Edit` and set the adjustment as desired.
+
+.. _l10n_ec/purchase-liquidation:
+
+### Purchase liquidation
+
+The *purchase liquidation* is an electronic document that, when validated, is sent to SRI.
+
+Companies issue them when they make a purchase but the vendor does not provide an invoice, due to
+one or more of the following reasons:
+
+- Non-residents of Ecuador provided services.
+- Foreign companies provided services without residency or facility in Ecuador.
+- Purchase of goods or services from natural persons not registered with a RUC, who cannot issue
+  sales receipts or customer invoices.
+- Reimbursement for purchasing goods or services must be given to employees in a dependency
+  relationship (full-time employee).
+- Members of collegiate bodies have provided services in the exercise of their function.
+
+In these cases, a purchase liquidation journal must be created.
+
+Create a purchase liquidation journal
+*************************************
+
+To create a new journal, go to :menuselection:`Accounting --> Configuration --> Journals`, and click
+:guilabel:`New`.
+
+Then, configure the following:
+
+- Select :guilabel:`Purchase` as the :guilabel:`Type`.
+- Tick the :guilabel:`Purchase Liquidations` checkbox.
+- Add a :guilabel:`Default Expense Account`.
+
+Create a purchase liquidation
+*****************************
+
+These types of electronic documents can be created from the *purchase order* or manually from the
+*vendor bills* form. Purchase liquidations must contain the following data:
+
+- :guilabel:`Vendor`: Enter the vendor's information.
+- :guilabel:`Journal`: Select the :guilabel:`Purchase Liquidation` journal with the correct printer
+  point.
+- :guilabel:`Document Type`: Enter this document type: `(03) Purchase Liquidation`
+- :guilabel:`Document number`: Enter the document number (sequence). This must only be entered once,
+  and the sequence will automatically be assigned to the subsequent documents.
+- :guilabel:`Payment Method (SRI)`: Select how the invoice is going to be paid.
+- :guilabel:`Products`: Specify the product with the correct taxes.
+
+Once the information has been reviewed, validate the :guilabel:`Purchase Liquidation`.
+
+### Purchase withholding
+
+The *Purchase withholding* is an electronic document that, when validated, is sent to SRI.
+
+An invoice in a validated state is necessary before registering a :guilabel:`Purchase withholding`.
+On the invoice, click :guilabel:`Add Withhold` and complete the following fields in the
+:guilabel:`Withholding` window:
+
+- :guilabel:`Document number`: Enter the document number (sequence). This must only be entered once,
+  and the sequence will automatically be assigned for the next documents.
+- :guilabel:`Withhold lines`: The taxes appear automatically according to the configuration of
+  products and vendors. Review if the taxes and tax support are correct. If not, edit and select
+  the correct taxes and tax support.
+
+Then, validate the :guilabel:`Withholding`.
+
+> **note**:
+>    Tax support types must be configured on the :guilabel:`Vendor Bill`. To do so, go to the tax
+   applied on the :guilabel:`Vendor Bill` and change the :guilabel:`Tax Support` there.
+
+A withholding tax can be divided into two or more lines, depending on whether two or more
+withholdings percentages apply.
+
+.. example::
+   The system suggests a VAT withholding of 30% with tax support 01. VAT withholding of 70% can be
+   added in a new line with the same tax support. Odoo allows it if the base total matches the
+   :guilabel:`Vendor Bill`'s total.
+
+## Expense reimbursement
+
+Expense reimbursements apply to the following cases:
+
+- :guilabel:`Individual`: reimbursement to an employee for miscellaneous expenses (e.g. purchase
+  liquidations)
+- :guilabel:`Legal Entity`: reimbursement for incurred expenses, such as representation expenses
+  (e.g. hiring a lawyer)
+
+To enable an expense reimbursement, make sure a :ref:`purchase liquidation journal
+<l10n_ec/purchase-liquidation>` has been created for an individual or a :ref:`vendor bills journal
+<l10n_ec/vendor-bills>` for a legal entity.
+
+> **note**:
+>    In the vendor bills journal, be sure the following necessary configurations are set for a legal
+   entity:
+
+   - Select :guilabel:`Purchase` as the :guilabel:`Type`.
+   - **Do not** tick the :guilabel:`Purchase Liquidations` checkbox.
+   - Add a :guilabel:`Default Expense Account`.
+
+Next, to create a reimbursement, :ref:`create a vendor bill <l10n_ec/vendor-bills>` using the
+*purchase liquidation* or *vendor bills* journal. On the vendor bill, configure the following
+fields:
+
+- :guilabel:`Vendor`: This field should be an employee.
+- :guilabel:`Document Type`: Verify that this field is accurately populated from the journal.
+- :guilabel:`Payment Method (SRI)`: Select a payment method.
+- :guilabel:`Reimbursement Lines` tab: Click :guilabel:`Auto Fill Invoice Lines` to automatically
+  populate the invoice lines or add the expenses line by line, and provide the following details for
+  each expense:
+
+  - :guilabel:`Partner or authorization number`
+  - :guilabel:`Date`
+  - :guilabel:`Document Type`
+  - :guilabel:`Document Number`
+  - :guilabel:`Tax Base`
+  - :guilabel:`Tax`
+
+Then, click :guilabel:`Confirm Vendor Bill` and :guilabel:`Process Now`. The XML and authorization
+number for the purchase liquidation are recorded, and the purchase withholding created from this
+vendor bill includes the reimbursement information.
+
+.. image:: ecuador/l10n-ec-individual-flow.png
+   :alt: Expense Reimbursement.
+
+## eCommerce
+
+The :ref:`ATS Report module <l10n_ec/ats>` enables the following:
+
+- Choose the *SRI Payment Method* for each payment method's configuration.
+- Customers can manually input their identification type and number during eCommerce checkout.
+- Automatically generate a valid electronic invoice for Ecuador at the end of the checkout process.
+
+.. seealso::
+   :doc:`eCommerce documentation <../../websites/ecommerce>`
+
+### Online payments
+
+To enable online payments, add the relevant :doc:`payment provider(s) <../payment_providers>` and
+configure the necessary :ref:`payment methods <payment_providers/payment_methods>`. It is mandatory
+to set the :guilabel:`SRI Payment Method` for each method.
+
+> **note**:
+>    Adding the :guilabel:`SRI Payment Method` is necessary to correctly generate the electronic
+   invoice from an eCommerce sale. Select a **payment method** to access its configuration menu and
+   field.
+
+### Automatic invoice
+
+To generate an invoice after the checkout process, navigate to :menuselection:`Website -->
+Configuration --> Settings` and activate the :guilabel:`Automatic Invoice` option found under the
+:guilabel:`Invoicing` section.
+
+> **tip**:
+>    The invoice's email template can be modified from the :guilabel:`Invoice Email Template` field
+   under the :guilabel:`Automatic Invoice` option.
+
+> **important**:
+>    The sales journal used for invoicing is the first in the sequence of priority in the
+   :guilabel:`Journal` menu.
+
+### eCommerce workflow
+
+Identification type and number
+******************************
+
+The client who is making a purchase will have the option to indicate their identification type and
+number during the checkout process. This information is required to correctly generate the
+electronic invoice after the checkout is completed.
+
+> **note**:
+>    Verification is done to ensure the :guilabel:`Identification Number` field is completed and has
+   the correct number of digits. For RUC identification, 13 digits are required. For Cédula, 9
+   digits are required.
+
+After finishing the checkout process, a confirmed invoice is generated, ready to be sent manually or
+asynchronously to the SRI.
+
+## Point of sale electronic invoicing
+
+Make sure the *Ecuadorian module for Point of Sale* (`l10n_ec_edi_pos`) is :ref:`installed
+<l10n_ec/module-installation>` to enable the following features and configurations:
+
+- Choose the SRI payment method in each payment method configuration.
+- Manually input the customer's identification type and identification number when creating a new
+  contact on *POS*.
+- Automatically generate a valid electronic invoice for Ecuador at the end of the checkout process.
+
+### Payment method configuration
+
+To :doc:`create a payment method for a point of sale <../../sales/point_of_sale/payment_methods>`,
+go to :menuselection:`Point of Sale --> Configuration --> Payment Methods`. Then, set the
+:guilabel:`SRI Payment Method` in the payment method form.
+
+### Invoicing flows
+
+Identification type and number
+******************************
+
+The P0S cashier can :ref:`create a new contact for a customer <pos/customers>` who requests an
+invoice from an open POS session.
+
+The *Ecuadorian Module for Point of Sale* adds two new fields to the contact creation form:
+:guilabel:`Identification Type` and :guilabel:`Tax ID`.
+
+> **note**:
+>    As the identification number length differs depending on the identification type, Odoo
+   automatically checks the :guilabel:`Tax ID` field upon saving the contact form. To manually
+   ensure the length is correct, know that the :guilabel:`RUC` and :guilabel:`Citizenship` types
+   require 13 and 10 digits, respectively.
+
+Electronic invoice: anonymous end consumer
+******************************************
+
+When clients do not request an electronic invoice for their purchase, Odoo automatically sets the
+customer as :guilabel:`Consumidor Final` and generates an electronic invoice anyway.
+
+> **note**:
+>    If the client requests a credit note due to a return of this type of purchase, the credit note
+   should be made using the client's real contact information. Credit notes cannot be created to
+   *Consumidor Final* and can be managed :ref:`directly from the POS session <pos/refund>`.
+
+Electronic invoice: specific customer
+*************************************
+
+If a customer requests an invoice for their purchase, it is possible to select or create a contact
+with their fiscal information. This ensures the invoice is generated with accurate customer details.
+
+> **note**:
+>    If the client requests a credit note due to a return of this type of purchase, the credit note
+   and return process can be managed :ref:`directly from the POS session <pos/refund>`.
+
+# Financial reports
+
+In Ecuador, there are fiscal reports that the company presents to SRI. Odoo supports two of the main
+financial reports used by companies: **reports 103** and **104**.
+
+To get these reports, go to :menuselection:`Accounting --> Reporting --> Tax Return`.  Click the
+:icon:`fa-book` :guilabel:`Report:` icon and select `103 (EC)` or `104 (EC)`.
+
+## Report 103
+
+This report provides details on income tax withholdings in a given period and can be reported
+monthly or semi-annually. It includes information about base, tax amounts, and tax codes, and can be
+used for SRI reporting.
+
+## Report 104
+
+This report provides details on VAT tax and VAT withholding for a given period and can be generated
+monthly or semi-annually. It includes information about base, tax amounts, and tax codes, and can be
+used for SRI reporting.
+
+.. _l10n_ec/ats:
+
+## ATS report
+
+:ref:`Install <general/install>` the *ATS Report* (`l10n_ec_reports_ats`) module to enable
+downloading the ATS report in XML format.
+
+> **note**:
+>    The Ecuadorian *ATS Report* module depends on the previous installation of the *Accounting* app
+   and the *Ecuadorian EDI module*.
+
+### Configuration
+
+To issue electronic documents, ensure the company is configured as explained in the
+:ref:`electronic invoice <l10n_ec/configure-your-company>` section.
+
+In the :abbr:`ATS (Anexo Transaccional Simplificado)`, every document generated in Odoo (invoices,
+vendor bills, sales and purchases withholdings, credit notes, and debit notes) will be included.
+
+Vendor bills
+************
+
+When generating a vendor bill, it is necessary to register the authorization number from the
+vendor's invoice. To do so, go to :menuselection:`Accounting --> Vendors --> Bills` and select the
+bill. Then, enter the number from the vendor's invoice in the :guilabel:`Authorization Number`
+field.
+
+Credit and debit notes
+**********************
+
+When generating a credit note or debit note manually or through an import, it is necessary to link
+this note to the sales invoice that is being modified by it.
+
+> **note**:
+>    Remember to add all required information to the documents before downloading the :abbr:`ATS
+   (Anexo Transaccional Simplificado)` file. For example, add the *Authorization Number* and the
+   *SRI Payment Method* on documents, when needed.
+
+### XML generation
+
+To generate the :abbr:`ATS (Anexo Transaccional Simplificado)` report, go to
+:menuselection:`Accounting --> Reporting --> Tax Return`. Choose a time period for the desired
+:abbr:`ATS (Anexo Transaccional Simplificado)` report, then click :guilabel:`ATS`.
+
+The downloaded XML file is ready to be uploaded to *DIMM Formularios*.
+
+> **note**:
+>    When downloading the :abbr:`ATS (Anexo Transaccional Simplificado)` report, Odoo generates a
+   warning pop-up alerting the user if a document(s) has missing or incorrect data. Nevertheless,
+   the XML file can still be downloaded.