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ISRlight, the smart open source solution for PostFinance AG customers

FAQ

VAT conversion

Please note the instructions for VAT conversion.

leanux.ch_AG_ISRlight_VATconversion.pdf

pdf, 164.6K, 12/15/17, 627 downloads

Invoices with mixed VAT rates are not possible.

Services provided in 2017 will require an invoice date in 2017, so that the correct VAT will be calculated.
Services provided in 2018 will require an invoice date in 2018, so that the correct VAT will be calculated.


ISO-20022

Dear customer

Due to the harmonization of payment transactions in Switzerland, all customers must switch to ISO 20022 by 31 December 2017.

leanux.ch AG already offers the new formats (camt.054 for ISR). To ensure a smooth changeover, we recommend that you ask for your ISR deliveries to be switched to the new formats as soon as possible. Please contact your advisor or call the Contact Center on 0848 848 848 to arrange a date for the changeover. Please have your ISR participant number and your postal account number ready.


On the PostFinance AG website, where are the downloadable payment files?

Select Payments, File transfer, ISR/OSR.


Can I incorporate my own logo into the invoice letterhead? If yes, how much does it cost?

For a one-off fee of CHF 49 (incl. VAT) we can replace the standard letterhead with a customized letterhead.

Your letterhead can be a maximum of 180 mm wide and 30 mm high. Please save your letterhead as a PDF and send it to esrlightleanuxch. We will contact you on receipt of your e-mail.


How do you set ESRlight to automatically round up centimes?

Since 1 March 2010, ESRlight has been configured to automatically round up VAT calculations to the nearest 5 centimes. 0.08, 0.09, 0.01 and 0.02 are rounded up/down to 0.00. And 0.03, 0.04, 0.06 and 0.07 are rounded up/down to 0.05.

If you want to round up invoices created before 1 March 2010 to the nearest 5 centimes, you need to open the relevant invoices, click on Update, and then resave the invoices.


Is it possible to create bilingual invoices or change the language depending on the customer (D/F/I/E)?

No, that facility is not available in the free version of ESRlight.

With the expanded chargeable version, however, a different language can be assigned to each customer.

Take a look at the chargeable version here:

Online Demo


Can a customer using the ESRlight software program register for the ISR service?

No, that facility is not available.

With the expanded chargeable version, however, it is possible.

Take a look at the chargeable version here:

Online Demo


Can I change my login password?

Yes, you can.

Select System, User settings, and enter your new password. You need to enter the new password into both the Password and the Confirm password fields. Then save your changes and log in again.


Can I sort according to customer or invoice number?

Yes, you can sort according to customer or invoice number. Select System, Settings, and then in the Customer number or Invoice number field enter how many zeros you want at the beginning of the number.

system_defaults.jpg

Then enter the customer or invoice data. You can then display the customer list complete with customer numbers. Clicking on "Customer number" sorts the customers according to their customer number.

debtors.jpg

What about the VAT increase?

From 1 January 2011, VAT rates will increase. From 2.4% to 2.5%, from 3.6% to 3.8% and from 7.6% to 8.0%. You do not have to take any action with regard to this increase. We will deal with it for you. Just carry on using ESRlight as usual.

Find out more about the VAT increase here.


Can I use ESRlight on my iPad?

Yes, ESRlight can be used on an iPad. To save your user ID and password, configure your settings as follows.

Select Settings, then choose Safari. Under the Safari settings choose the second option AutoFill.

There are now two further options. Set "Names and passwords" to "On".

Once you have activated the "Names and passwords" function, log into ESRlight. The first time you log in you will need to enter your password.

Next time you want to log into ESRlight, your user name and password will be entered automatically.

internet.jpg
Screenshot of ESRlight on the Apple iPad

Are there any inpayment slips without boxes?

Yes, there are inpayment slips without boxes. But unfortunately PostFinance AG does not use them.


Can I change my status to VAT registered at a later date?

No, we regret this is not possible.

If you have recently been issued a VAT number, you will need to re-register with ESRlight.


Last Update: 05.12.2019 | Print