Electronic Reporting: automate your regulatory reports in Dynamics 365
VAT returns, SAF-T files, SEPA transfers, e-invoicing formats: Electronic Reporting (the electronic reports of Dynamics 365) produces these documents through configuration rather than development. FiveForty designs, configures and maintains your regulatory formats.
Electronic Reporting for Dynamics 365: standardize and automate your documents
Electronic Reporting lets you design and manage regulatory and financial document formats without custom development. Built into Dynamics 365, it makes it easier to adapt to local and international requirements while ensuring consistency and compliance. This flexible approach reduces maintenance costs and secures the production of critical reports.
Automate your regulatory reports
Electronic Reporting is the Dynamics 365 Finance & Operations engine that generates legal and financial documents from configurable formats. Its promise is simple: when a regulation changes, you adjust a configuration instead of commissioning a development.
What we implement for you
Analysis of the regulatory requirement, choice between Microsoft’s standard configuration and a derived format, mapping to your data, compliance testing, rollout and ongoing maintenance. It takes configuration expertise as much as an understanding of tax rules.
Why this concerns you directly
A regulatory report produced by hand or through rigid custom development becomes a risk every time the rules change. With Electronic Reporting, compliance becomes a configuration task again, testable and reversible.
To understand how it works in detail
This page focuses on how we support you with Electronic Reporting in Dynamics 365.
The reports we set up
Every country, every government agency and sometimes every partner imposes its own format.
VAT returns and taxation
Periodic returns, special schemes, multiple rates and specific mentions depending on the countries of establishment. The format adapts to each entity’s actual regime.
Accounting entries file (FEC) and SAF-T
The FEC (audit file) in France, SAF-T files in several European countries: these standardized exports are expected during audits and must be produced without manual rework.
SEPA credit transfers and direct debits
Generation of payment files in bank formats, with the preliminary checks that prevent rejections, a frequent cause of payment delays.
E-invoicing and e-reporting
The structured formats required by the French e-invoicing reform, as well as e-reporting data, are produced through this same engine.
Declarations of exchanges of goods and statistics
Intra-EU trade declarations and mandatory statistical reports for companies trading within the European Union.
Internal reports and business documents
Beyond regulatory needs, the engine also produces purchase orders, statements, shipping notices or custom documents that follow your brand guidelines.
“ A hard-coded regulatory report becomes a liability the day the regulation changes, which is to say always.”
The benefits of Electronic Reporting
- Automate your VAT returns, DES, DEB, SAF-T files and more.
- Generate your financial reports in one click
- Easily adapt your reporting formats without development
- Secure your legal and tax obligations
- Simplify audits with reliable, traceable data
- Reduce repetitive tasks for accounting teams
Our configuration method
A poorly designed regulatory format costs you every time the regulation changes.
Scoping regulatory requirements
We start from the applicable regulation and the format expected by the authorities or the partner, then identify the data in your ERP that must feed it. Gaps are revealed at this stage, not at filing time.
Standard configuration or derived format
Microsoft publishes and maintains a repository of configurations. We always favor the standard, even if that means creating a derived format for your specific needs: this is what lets you keep benefiting from the publisher’s updates.
Data mapping
Mapping links the fields of your ERP to the elements expected by the format. It is the most technical step and the one that determines the reliability of the output.
Compliance testing and validation
Representative test data sets, verification of totals, comparison with previous reports and, where possible, a test filing with the tax authorities.
Versioning and documentation
Each format is versioned and documented so that the next change does not start from scratch, even if the team changes.
Finance team training
Your teams must be able to generate, check and regenerate a report without calling us. Self-sufficiency is part of the deliverable.
Automated tax returns
Automatic generation and updating of VAT, DEB/DES or SAF-T files according to local requirements.
Standardized bank exchanges
Production of SEPA files, statements, payments and direct debits in the formats banks expect.
Maintaining compliance over time
Regulation does not stop on go-live day.
One Version and continuous updates
Dynamics 365 is updated several times a year. Derived formats must be revalidated with each version upgrade, a point systematically included in our maintenance.
Regulatory monitoring
New formats, rate changes, changes to mandatory statements: we monitor Microsoft releases and French and European deadlines to anticipate rather than correct.
Multi-country rollout
A company operating in several countries accumulates different frameworks. The engine makes it possible to manage these formats in parallel in a single instance, by legal entity.
Third-party application maintenance
Our TMA covers keeping your reports compliant: fixes, regulatory adaptations and the addition of new formats as your needs evolve.
Migration of existing formats
If your reports were custom-developed by a previous provider, we audit the existing setup and propose a gradual transition to maintainable configurations.
Interface with other building blocks
Reports draw on data from accounting and sometimes on exchanges via APIs and connectors.
Our Electronic Reporting services
FiveForty supports you in setting up, customizing and maintaining Electronic Reporting. We adapt the formats to your obligations, ensure compliance and integrate your reporting into a reliable, automated architecture.
- Analysis of your regulatory obligations
- Configuration of tax and statutory reporting formats
- Customization of ER configurations
- Integration with Finance and related modules
A question? An answer.
Frequently asked questions
It is the engine built into Dynamics 365 Finance & Operations that generates regulatory and financial documents from configurable formats: VAT returns, SAF-T files, SEPA transfers, e-invoices. It avoids developing a custom report for each requirement.
Yes. “États électroniques” is the French name of the module in the Dynamics 365 interface. Depending on the display language, you will find one name or the other for the same engine.
VAT returns, the accounting entries file (FEC), SAF-T files, SEPA credit transfers and direct debits, e-invoicing and e-reporting formats, declarations of exchanges of goods, as well as custom internal reports and business documents.
No, designing formats is a matter of configuration. However, it requires a good understanding of the ERP data model and of the regulatory text in question: it is functional expertise more than development.
Microsoft updates its standard configurations, which you then import. For a derived format, adapting consists of carrying over the change and revalidating, without redevelopment. This is the main benefit of the engine.
Each country’s formats coexist in a single instance and are applied by legal entity. An international company can therefore produce its local reports without multiplying environments.
Yes. We audit existing developments and propose a gradual switch to Electronic Reporting configurations, which reduces technical debt and restores compatibility with updates.
Scoping of the regulatory requirement, choice between standard configuration and a derived format, data mapping, compliance testing, rollout, documentation and training for finance teams, then ongoing compliance maintenance.