---
id: video/kAFdLxb2ghc
type: video
title: "What's New: E-Documents (2024 release wave 1)"
summary: "E-Documents in Business Central 2024 release wave 1: the separate e-documents core app and framework, the Peppol format (captioned as 'PayPal'/'P B3') delivered as code and as a data exchange definition, a third-party access point connector app, Danish and Belgian localizations, and purchase order matching for incoming e-documents. Demos cover Contoso demo data, sales invoice export through workflow and logs, the bank-reconciliation-style line matching page, and how partners can extend the framework."
tier: official
language: en
tags:
  - e-documents
  - electronic invoicing
  - purchase order matching
  - paypal b3 format
  - peppol format
  - data exchange
  - localization
  - workflow automation
  - audit logs
  - copilot
  - extensibility
  - vendor matching
system: integration
review:
  state: reviewed
  by: opus
  at: "2026-10-07T23:09:54.528Z"
  flags: []
generated:
  at: "2026-10-07T23:09:54.597Z"
  pipeline: 0.2.0
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    summarize-video: 2
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    commit: null
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    quote: currently we are supporting only one access point but we are planning to add more access points there
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    quote: we deliver localization for Denmark both formas obl and P so you can choose both of them um in Danish um uh environment
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    quote: we are planning additional localizations I cannot say exactly when uh it depends of enforcement from country to country
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    quote: now with the new new release you can match without any problem actually what you can do if there is um no purchase order
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    quote: before enable you need to have because there dependency you need to uh first enable comma module and Warehouse module after that you need
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    quote: this is one of the formats that we provide for you out of the box for free
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    quote: be locked so that you can easily audit what is going on with a e
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    quote: that there is a link to one of your existing purchase orders and we automatically link it
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    quote: if you have seen bank reconciliation matching before this is built around the same concept
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    quote: we do allow you for you to do a matching where the cost is not
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    quote: system will automatically collect all this information from incoming document to uh do vendor document number they update all lines
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    quote: we want to encourage you to extend this function ality maybe some additional features even we will continue to invest
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    title: "What's New: E-Documents (2024 release wave 1)"
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    quote: if you build your own extension on top you get the co-pilot feature as well natively it will work
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    quote: everything is running in background job so it's not disturbing it's not requiring anything from from those people that are are invoicing
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    quote: we lock everything and again this is because that you can all audit what is happening with the E document so there is a
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    commit: null
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    quote: the things I just mentioned they are here in in blue then we have our two interfaces both for import export that's one interface
links:
  learn: []
  objects: []
  features: []
  topics: []
  localizations: []
  videos: []
  posts: []
  guidelines: []
video_id: kAFdLxb2ghc
channel: yt-microsoft
source_name: Microsoft Dynamics 365 Business Central (YouTube)
url: https://www.youtube.com/watch?v=kAFdLxb2ghc
published_at: "2024-04-04T13:30:26.000Z"
duration_s: 2183
captions: full
audience:
  - functional consultant
  - developer
  - partner
  - administrator
chapters:
  - t: 0
    title: Introduction and module overview
  - t: 90
    title: E-documents architecture and apps structure
  - t: 171
    title: Framework for localization and extensibility
  - t: 244
    title: Messaging model and document exchange flow
  - t: 362
    title: PayPal B3 format support
  - t: 438
    title: Third-party access point integration and authentication
  - t: 519
    title: Localization roadmap
  - t: 611
    title: Purchase order matching for incoming e-documents
  - t: 753
    title: Demo data and testing setup
  - t: 891
    title: Data Exchange Definition Setup
  - t: 1034
    title: Sales Process and Invoice Posting
  - t: 1127
    title: E-Document Workflow and Audit Logs
  - t: 1248
    title: Purchase Process and Matching Interface
  - t: 1495
    title: Manual Matching Workflow and Purchase Order Updates
  - t: 1608
    title: Framework Extensibility, Closing and Communication
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    t: 70
    verified: false
    status_source: video
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    t: 438
    verified: false
    status_source: video
  - name: Data exchange definition for e-documents
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    t: 418
    verified: false
    status_source: video
  - name: Danish localization with PayPal and OBL
    status: unclear
    t: 519
    verified: false
    status_source: video
  - name: Belgian localization with PayPal
    status: unclear
    t: 539
    verified: false
    status_source: video
  - name: Purchase order matching for incoming e-documents
    status: unclear
    t: 652
    verified: false
    status_source: video
  - name: Copilot-assisted purchase order matching
    status: unclear
    t: 733
    verified: false
    status_source: video
  - name: E-documents demo data module
    status: unclear
    t: 753
    verified: false
    status_source: video
  - name: E-Document Framework
    status: unclear
    t: 793
    verified: false
    status_source: video
  - name: Peppol Format E-Document Service
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    t: 911
    verified: false
    status_source: video
  - name: E-Document Workflow Automation
    status: unclear
    t: 1127
    verified: false
    status_source: video
  - name: E-Document Line Matching Interface
    status: unclear
    t: 1338
    verified: false
    status_source: video
  - name: E-Document Cost Variance Handling
    status: unclear
    t: 1495
    verified: false
    status_source: video
  - name: Purchase Order Update with E-Document Data
    status: unclear
    t: 1548
    verified: false
    status_source: video
  - name: Sales Invoice E-Document Export
    status: unclear
    t: 1054
    verified: false
    status_source: video
  - name: E-Document File Export and Download
    status: unclear
    t: 1208
    verified: false
    status_source: video
  - name: E-documents framework extensibility
    status: unclear
    t: 1649
    verified: false
    status_source: video
  - name: Document format interface
    status: unclear
    t: 1730
    verified: false
    status_source: video
  - name: Integration interface for messaging
    status: unclear
    t: 1730
    verified: false
    status_source: video
  - name: E-document helper code units
    status: unclear
    t: 1750
    verified: false
    status_source: video
  - name: Copilot support for e-document extensions
    status: unclear
    t: 1770
    verified: false
    status_source: video
  - name: Field mapping for export and import
    status: unclear
    t: 1850
    verified: false
    status_source: video
  - name: Background job processing for e-documents
    status: unclear
    t: 1870
    verified: false
    status_source: video
  - name: E-document audit trail
    status: unclear
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    verified: false
    status_source: video
  - name: E-document retention policies
    status: unclear
    t: 1882
    verified: false
    status_source: video
  - name: E-document error handling framework
    status: unclear
    t: 1902
    verified: false
    status_source: video
  - name: E-document dashboard and status cards
    status: unclear
    t: 1942
    verified: false
    status_source: video
objects_mentioned:
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  - other Data Exchange Definition
  - other Sales Invoice Export
  - other E-Document P Invoice Import
  - other Supported Document Types
  - other Document Sending Profile
  - other E-Documents
  - other E-Document Matching Page
  - other Precision Grind Home
  - other Smart Grind Home
  - interface document format interface
  - interface integration interface
  - codeunit e document helper code units
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  - t: 458
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    check: exact
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    check: exact
  - t: 539
    text: we are planning additional localizations I cannot say exactly when uh it depends of enforcement from country to country
    check: exact
  - t: 631
    text: when it comes to purchase process it becomes uh much more complicated and what we can see more and more countries enforcing uh electronic
    check: snapped
  - t: 692
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    check: exact
  - t: 813
    text: before enable you need to have because there dependency you need to uh first enable comma module and Warehouse module after that you need
    check: exact
  - t: 973
    text: this is one of the formats that we provide for you out of the box for free
    check: exact
  - t: 1147
    text: for this service we will pick it up and run this workflow
    check: fuzzy
  - t: 1208
    text: be locked so that you can easily audit what is going on with a e
    check: fuzzy
  - t: 1307
    text: that there is a link to one of your existing purchase orders and we automatically link it
    check: fuzzy
  - t: 1395
    text: if you have seen bank reconciliation matching before this is built around the same concept
    check: exact
  - t: 1515
    text: we do allow you for you to do a matching where the cost is not
    check: fuzzy
  - t: 1629
    text: system will automatically collect all this information from incoming document to uh do vendor document number they update all lines
    check: fuzzy
  - t: 1649
    text: this is not even blocker so now you can use everything as a standard is used earlier in busy Central together with e documents
    check: exact
  - t: 1669
    text: we want to encourage you to extend this function ality maybe some additional features even we will continue to invest
    check: exact
  - t: 1750
    text: there are some set of e doent hel helper code units so you can find a lot of interesting information a lot of important
    check: exact
  - t: 1770
    text: if you build your own extension on top you get the co-pilot feature as well natively it will work
    check: exact
  - t: 1850
    text: everything is running in background job so it's not disturbing it's not requiring anything from from those people that are are invoicing
    check: snapped
  - t: 1882
    text: we lock everything and again this is because that you can all audit what is happening with the E document so there is a
    check: exact
  - t: 1962
    text: the things I just mentioned they are here in in blue then we have our two interfaces both for import export that's one interface
    check: exact
---

# What's New: E-Documents (2024 release wave 1)

> E-Documents in Business Central 2024 release wave 1: the separate e-documents core app and framework, the Peppol format (captioned as 'PayPal'/'P B3') delivered as code and as a data exchange definition, a third-party access point connector app, Danish and Belgian localizations, and purchase order matching for incoming e-documents. Demos cover Contoso demo data, sales invoice export through workflow and logs, the bank-reconciliation-style line matching page, and how partners can extend the framework.

[Watch on YouTube](https://www.youtube.com/watch?v=kAFdLxb2ghc) · Microsoft Dynamics 365 Business Central (YouTube) · 2024-04-04 · 36:23 · tier official · reviewed (checked by Opus)

## Overview

The session covers the e-documents architecture: a core app, a third-party access point integration app, and part of the functionality that stays in the base app to avoid breaking existing partner localizations. It describes the format and integration interfaces, helper code units, and the localization roadmap.

Demos use a Contoso demo module. They show a sales invoice exported through a Peppol e-document service via background workflow, with audit logs. They also show an incoming purchase e-document matched to purchase order lines in a matching page, including cost variance handling and the resulting purchase order update. Copilot-assisted matching is mentioned but is covered in a separate session.

## Key points

- The e-documents core app is separate from the base app. Some parts stay in the base app to avoid breaking existing partner-based localizations. Together with the third-party connector app, the aim is more than 80% of the features needed.
- The Peppol format (captioned as 'PayPal B3'/'pebble') ships as a code solution based on existing XMLports and as a data exchange definition. Before this, no format was included and partners had to build their own.
- Localizations delivered: Denmark (Peppol and OBL) and Belgium (Peppol). Planned: German, Spanish and Australia/New Zealand, and the legacy Italy and Mexico functionality will be upgraded. Timing depends on enforcement in each country.
- The third-party access point integration app covers authentication, communication and messaging. It currently supports only one access point, with more planned, and it can be extended.
- Purchase order matching links incoming e-documents to existing purchase orders, or creates new ones based on vendor setup. It supports one-to-one, one-to-many and many-to-one matching. The matching page works like bank reconciliation, and Copilot matching is covered in a separate session.
- Cost differences are allowed when matching, with a notification. Applying to the purchase order updates cost, discount, quantity to invoice, vendor invoice number and document date. Posting is still a separate step.
- Sending a sales e-document needs a document sending profile with e-documents enabled on the customer. The Peppol format needs a reference number. Processing runs in background jobs, every step is logged, and retention policies and error handling are provided.

## Chapters

- [0:00](https://www.youtube.com/watch?v=kAFdLxb2ghc&t=0s) Introduction and module overview
- [1:30](https://www.youtube.com/watch?v=kAFdLxb2ghc&t=90s) E-documents architecture and apps structure
- [2:51](https://www.youtube.com/watch?v=kAFdLxb2ghc&t=171s) Framework for localization and extensibility
- [4:04](https://www.youtube.com/watch?v=kAFdLxb2ghc&t=244s) Messaging model and document exchange flow
- [6:02](https://www.youtube.com/watch?v=kAFdLxb2ghc&t=362s) PayPal B3 format support
- [7:18](https://www.youtube.com/watch?v=kAFdLxb2ghc&t=438s) Third-party access point integration and authentication
- [8:39](https://www.youtube.com/watch?v=kAFdLxb2ghc&t=519s) Localization roadmap
- [10:11](https://www.youtube.com/watch?v=kAFdLxb2ghc&t=611s) Purchase order matching for incoming e-documents
- [12:33](https://www.youtube.com/watch?v=kAFdLxb2ghc&t=753s) Demo data and testing setup
- [14:51](https://www.youtube.com/watch?v=kAFdLxb2ghc&t=891s) Data Exchange Definition Setup
- [17:14](https://www.youtube.com/watch?v=kAFdLxb2ghc&t=1034s) Sales Process and Invoice Posting
- [18:47](https://www.youtube.com/watch?v=kAFdLxb2ghc&t=1127s) E-Document Workflow and Audit Logs
- [20:48](https://www.youtube.com/watch?v=kAFdLxb2ghc&t=1248s) Purchase Process and Matching Interface
- [24:55](https://www.youtube.com/watch?v=kAFdLxb2ghc&t=1495s) Manual Matching Workflow and Purchase Order Updates
- [26:48](https://www.youtube.com/watch?v=kAFdLxb2ghc&t=1608s) Framework Extensibility, Closing and Communication

## Features

| Feature | Status | At |
|---|---|---|
| E-documents core app | status not stated | [1:10](https://www.youtube.com/watch?v=kAFdLxb2ghc&t=70s) |
| Third-party access point integration app | status not stated | [7:18](https://www.youtube.com/watch?v=kAFdLxb2ghc&t=438s) |
| Data exchange definition for e-documents | status not stated, demoed | [6:58](https://www.youtube.com/watch?v=kAFdLxb2ghc&t=418s) |
| Danish localization with PayPal and OBL | status not stated | [8:39](https://www.youtube.com/watch?v=kAFdLxb2ghc&t=519s) |
| Belgian localization with PayPal | status not stated | [8:59](https://www.youtube.com/watch?v=kAFdLxb2ghc&t=539s) |
| Purchase order matching for incoming e-documents | status not stated, demoed | [10:52](https://www.youtube.com/watch?v=kAFdLxb2ghc&t=652s) |
| Copilot-assisted purchase order matching | status not stated | [12:13](https://www.youtube.com/watch?v=kAFdLxb2ghc&t=733s) |
| E-documents demo data module | status not stated, demoed | [12:33](https://www.youtube.com/watch?v=kAFdLxb2ghc&t=753s) |
| E-Document Framework | status not stated, demoed | [13:13](https://www.youtube.com/watch?v=kAFdLxb2ghc&t=793s) |
| Peppol Format E-Document Service | status not stated, demoed | [15:11](https://www.youtube.com/watch?v=kAFdLxb2ghc&t=911s) |
| E-Document Workflow Automation | status not stated, demoed | [18:47](https://www.youtube.com/watch?v=kAFdLxb2ghc&t=1127s) |
| E-Document Line Matching Interface | status not stated, demoed | [22:18](https://www.youtube.com/watch?v=kAFdLxb2ghc&t=1338s) |
| E-Document Cost Variance Handling | status not stated, demoed | [24:55](https://www.youtube.com/watch?v=kAFdLxb2ghc&t=1495s) |
| Purchase Order Update with E-Document Data | status not stated, demoed | [25:48](https://www.youtube.com/watch?v=kAFdLxb2ghc&t=1548s) |
| Sales Invoice E-Document Export | status not stated, demoed | [17:34](https://www.youtube.com/watch?v=kAFdLxb2ghc&t=1054s) |
| E-Document File Export and Download | status not stated, demoed | [20:08](https://www.youtube.com/watch?v=kAFdLxb2ghc&t=1208s) |
| E-documents framework extensibility | status not stated | [27:29](https://www.youtube.com/watch?v=kAFdLxb2ghc&t=1649s) |
| Document format interface | status not stated | [28:50](https://www.youtube.com/watch?v=kAFdLxb2ghc&t=1730s) |
| Integration interface for messaging | status not stated | [28:50](https://www.youtube.com/watch?v=kAFdLxb2ghc&t=1730s) |
| E-document helper code units | status not stated | [29:10](https://www.youtube.com/watch?v=kAFdLxb2ghc&t=1750s) |
| Copilot support for e-document extensions | status not stated | [29:30](https://www.youtube.com/watch?v=kAFdLxb2ghc&t=1770s) |
| Field mapping for export and import | status not stated | [30:50](https://www.youtube.com/watch?v=kAFdLxb2ghc&t=1850s) |
| Background job processing for e-documents | status not stated, demoed | [31:10](https://www.youtube.com/watch?v=kAFdLxb2ghc&t=1870s) |
| E-document audit trail | status not stated | [31:22](https://www.youtube.com/watch?v=kAFdLxb2ghc&t=1882s) |
| E-document retention policies | status not stated | [31:22](https://www.youtube.com/watch?v=kAFdLxb2ghc&t=1882s) |
| E-document error handling framework | status not stated | [31:42](https://www.youtube.com/watch?v=kAFdLxb2ghc&t=1902s) |
| E-document dashboard and status cards | status not stated, demoed | [32:22](https://www.youtube.com/watch?v=kAFdLxb2ghc&t=1942s) |

## AL objects mentioned

As heard in the captions. A name that matches one object page by exact type and name links to it; the others stay as named.

- other "Contoso Demo Tool" at [14:13](https://www.youtube.com/watch?v=kAFdLxb2ghc&t=853s)
- other "E-Document Services" at [15:11](https://www.youtube.com/watch?v=kAFdLxb2ghc&t=911s)
- other "Data Exchange Definition" at [15:32](https://www.youtube.com/watch?v=kAFdLxb2ghc&t=932s)
- other "Sales Invoice Export" at [16:13](https://www.youtube.com/watch?v=kAFdLxb2ghc&t=973s)
- other "E-Document P Invoice Import" at [16:33](https://www.youtube.com/watch?v=kAFdLxb2ghc&t=993s)
- other "Supported Document Types" at [16:53](https://www.youtube.com/watch?v=kAFdLxb2ghc&t=1013s)
- other "Document Sending Profile" at [17:54](https://www.youtube.com/watch?v=kAFdLxb2ghc&t=1074s)
- other "E-Documents" at [19:27](https://www.youtube.com/watch?v=kAFdLxb2ghc&t=1167s)
- other "E-Document Matching Page" at [22:59](https://www.youtube.com/watch?v=kAFdLxb2ghc&t=1379s)
- other "Precision Grind Home" at [23:55](https://www.youtube.com/watch?v=kAFdLxb2ghc&t=1435s)
- other "Smart Grind Home" at [26:08](https://www.youtube.com/watch?v=kAFdLxb2ghc&t=1568s)
- interface "document format interface" at [28:50](https://www.youtube.com/watch?v=kAFdLxb2ghc&t=1730s)
- interface "integration interface" at [28:50](https://www.youtube.com/watch?v=kAFdLxb2ghc&t=1730s)
- codeunit "e document helper code units" at [29:10](https://www.youtube.com/watch?v=kAFdLxb2ghc&t=1750s)

Not found in BC28-30: interface "document format interface", interface "integration interface", codeunit "e document helper code units".

## Quotes

- [1:10](https://www.youtube.com/watch?v=kAFdLxb2ghc&t=70s) "we deliver e doent core app but if you can see this light blue in a Bas app yes some part of e doents"
- [2:11](https://www.youtube.com/watch?v=kAFdLxb2ghc&t=131s) "in general we are looking to have more than 80% of all features you will need in documents"
- [6:02](https://www.youtube.com/watch?v=kAFdLxb2ghc&t=362s) "we deliver P format support why because of your feedback when we created first framework we didn't support any format"
- [7:38](https://www.youtube.com/watch?v=kAFdLxb2ghc&t=458s) "currently we are supporting only one access point but we are planning to add more access points there"
- [8:39](https://www.youtube.com/watch?v=kAFdLxb2ghc&t=519s) "we deliver localization for Denmark both formas obl and P so you can choose both of them um in Danish um uh environment"
- [8:59](https://www.youtube.com/watch?v=kAFdLxb2ghc&t=539s) "we are planning additional localizations I cannot say exactly when uh it depends of enforcement from country to country"
- [10:31](https://www.youtube.com/watch?v=kAFdLxb2ghc&t=631s) "when it comes to purchase process it becomes uh much more complicated and what we can see more and more countries enforcing uh electronic"
- [11:32](https://www.youtube.com/watch?v=kAFdLxb2ghc&t=692s) "now with the new new release you can match without any problem actually what you can do if there is um no purchase order"
- [13:33](https://www.youtube.com/watch?v=kAFdLxb2ghc&t=813s) "before enable you need to have because there dependency you need to uh first enable comma module and Warehouse module after that you need"
- [16:13](https://www.youtube.com/watch?v=kAFdLxb2ghc&t=973s) "this is one of the formats that we provide for you out of the box for free"
- [19:07](https://www.youtube.com/watch?v=kAFdLxb2ghc&t=1147s) "for this service we will pick it up and run this workflow"
- [20:08](https://www.youtube.com/watch?v=kAFdLxb2ghc&t=1208s) "be locked so that you can easily audit what is going on with a e"
- [21:47](https://www.youtube.com/watch?v=kAFdLxb2ghc&t=1307s) "that there is a link to one of your existing purchase orders and we automatically link it"
- [23:15](https://www.youtube.com/watch?v=kAFdLxb2ghc&t=1395s) "if you have seen bank reconciliation matching before this is built around the same concept"
- [25:15](https://www.youtube.com/watch?v=kAFdLxb2ghc&t=1515s) "we do allow you for you to do a matching where the cost is not"
- [27:09](https://www.youtube.com/watch?v=kAFdLxb2ghc&t=1629s) "system will automatically collect all this information from incoming document to uh do vendor document number they update all lines"
- [27:29](https://www.youtube.com/watch?v=kAFdLxb2ghc&t=1649s) "this is not even blocker so now you can use everything as a standard is used earlier in busy Central together with e documents"
- [27:49](https://www.youtube.com/watch?v=kAFdLxb2ghc&t=1669s) "we want to encourage you to extend this function ality maybe some additional features even we will continue to invest"
- [29:10](https://www.youtube.com/watch?v=kAFdLxb2ghc&t=1750s) "there are some set of e doent hel helper code units so you can find a lot of interesting information a lot of important"
- [29:30](https://www.youtube.com/watch?v=kAFdLxb2ghc&t=1770s) "if you build your own extension on top you get the co-pilot feature as well natively it will work"
- [30:50](https://www.youtube.com/watch?v=kAFdLxb2ghc&t=1850s) "everything is running in background job so it's not disturbing it's not requiring anything from from those people that are are invoicing"
- [31:22](https://www.youtube.com/watch?v=kAFdLxb2ghc&t=1882s) "we lock everything and again this is because that you can all audit what is happening with the E document so there is a"
- [32:42](https://www.youtube.com/watch?v=kAFdLxb2ghc&t=1962s) "the things I just mentioned they are here in in blue then we have our two interfaces both for import export that's one interface"

## Disclaimers in the video

- [7:38](https://www.youtube.com/watch?v=kAFdLxb2ghc&t=458s) coming-later: currently we are supporting only one access point but we are planning to add more access points there
- [9:19](https://www.youtube.com/watch?v=kAFdLxb2ghc&t=559s) coming-later: we are planning additional localizations I cannot say exactly when uh it depends of enforcement from country to country but minimum what we are planning in next two week um we have uh planed German localization Spanish localization and Australian New Zealand localization
- [9:51](https://www.youtube.com/watch?v=kAFdLxb2ghc&t=591s) coming-later: we already have um from previous um uh times we have some Legacy e documents in voice hisory documents in Italy and Mexico so we are planning in following period to upgrade Italian and Mexican functionality
- [17:14](https://www.youtube.com/watch?v=kAFdLxb2ghc&t=1034s) other: today we don't have a a service integration you can see it's set to no integration normally when you have a a service in a production environment you would have set up some kind of uh service
- [22:38](https://www.youtube.com/watch?v=kAFdLxb2ghc&t=1358s) preview: if you're interested in the new copilot stuff we're doing I think personally it's very cool I would definitely recommend you to watch another session we have called e invoicing with co-pilot
- [34:03](https://www.youtube.com/watch?v=kAFdLxb2ghc&t=2043s) coming-later: introducing to e invoicing matching with co-pilot great session uh this part about matching what magot is playing but this time with copilot fully automated
- [34:24](https://www.youtube.com/watch?v=kAFdLxb2ghc&t=2064s) subject-to-change: we updated um uh new session with Danish bookkeeping Act features because there are some new things in the meantime happened from uh previous pre previous uh wave

Presenters (as heard): Manos, Alexander, Magnus.