Kenya Compliance via Slade360 Advantage supports synchronization of Items and Customers with KRA eTIMS. Proper setup of master data ensures successful transaction validation, consistent reporting, and compliance with KRA requirements.
Item Setup
Items intended for submission to eTIMS must be configured with the required compliance classification details. These include:
- Item Classification
- Taxation Type
- Country of Origin
- Packaging Unit
- Unit of Quantity
- Product Type
- Item Type
These values can be configured directly on the Item, inherited from the Item Group, or automatically populated from defaults defined in eTims Settings. This reduces repetitive configuration and ensures consistency across all items.
If an Item is not intended for synchronization with eTIMS, users may enable the option to prevent item submission. When this option is enabled, compliance classification fields are no longer required for that Item.
Item Synchronization
When an Item is created or updated, the system checks whether:
- The Item has already been submitted to eTIMS
- An active eTims Settings configuration exists
- The Item is eligible for compliance submission
If automatic synchronization is enabled and the Item is eligible, it is automatically transmitted to eTIMS.
Items can also be submitted manually using eTims Actions on the Item form. Depending on status, users may trigger:
- Initial submission
- Update
- Resubmission
Customer Setup
Customer synchronization is based on the Customer record in ERPNext. All Customers are eligible for synchronization with eTIMS services, regardless of whether a Tax ID (PIN) is present.
Customer Synchronization
When a Customer is created or updated:
- The system evaluates eligibility based on active eTims Settings
- Customer data is prepared for synchronization with eTIMS services
If automatic submission is enabled, the Customer is automatically synchronized to eTIMS.
Customer records can also be submitted manually using eTims Actions on the Customer form.
This ensures that customer information used during invoicing remains consistent and available within KRA eTIMS workflows, even when Tax ID details are not provided.