Understand EmaraTax document and audit storage
Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.
Identify the data retained for invoices, credit notes, readiness output and activity evidence.
Where to goAdmin Area → EmaraTax eInvoicing → Open document
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 this guide helps you do
Identify the data retained for invoices, credit notes, readiness output and activity evidence. 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 → EmaraTax eInvoicing → Open document.
- Verify that your account meets the access rule: Administrator or authorised compliance staff.
- 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
Document fieldsRelation type/ID, status, score, missing fields, QR payload, XML payload, ASP reference, error and timestamps
Audit fieldsDocument/action/details/staff/IP/timestamp
Category/help-centre/category/emaratax-einvoicing/
Topic/help-centre/topic/emaratax-einvoicing-setup-lifecycle/
Rules and limits
- A unique relation-type and relation-ID pair prevents duplicate document rows.
- Existing ensure-document calls refresh updated_at rather than replacing evidence fields.
Check it worked
- The understand emaratax document and audit storage 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.
Related guides
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