Use this checklist to prepare your system for LHDN eInvoicing submission via Access UBS Evo.
Before proceeding, ensure that onboarding, intermediary setup, and IAM activation are completed, followed by accurate company, customer, and supplier configurations. Proper mapping of classification, currency, and unit of measurement (UOM) is also required to meet LHDN eInvoicing requirements.
For step-by-step guidance, please refer to the LHDN eInvoicing Quick Guide available in the Access UBS Evo Help Centre.
Step 1: Prerequisites Setup
☐ Onboarding - to provision EVO account for customers to use Access Software SDN BHD as API intermediary
☐ Setting up Access Software as an Intermediary for eInvoice submission in MyInvoice portal
☐ IAM Activation to connect to EVO from Access UBS Software API with LHDN (Refer to the quick guide page 4)
Step 2: eInvoice Configuration
Important:
All fields are compulsory to be filled. If a particular item does not apply to your company (e.g., Exemption Cert No & Tax No). enter 'N/A'
Ensure the Business Registration Number (BRN) for both the company and the customer is accurate (Use the new BRN)
Ensure the details do not contain any of these symbols: \ / : * ? " < > |
☐ Company Configuration Fields (Refer to the quick guide, Page 9)
☐ Company Send Method
☐ Customer Configuration Fields (Refer to the quick guide, Page 11)
☐ Customer Send Method
☐ Supplier Configurations Fields (Refer to the quick guide, Page 13)
☐ Supplier Send Method
☐ MSIC (Refer to the quick guide, Page 14)
*All items and services need to set the MSIC code
☐ Address Configurations (Refer to the quick guide, Page 15)
Step 3: Mapping
☐ Classification (Refer to the quick guide, Page 16)
*All items and services need to have the classification code
☐ Currency (Refer to the quick guide, Page 17)
☐ UOM (Refer to the quick guide, Page 17)