Uruguay¶

Introduction¶

The Uruguayan localization provides the chart of accounts, the taxes, the identification types and the DGI document types (e-Invoice, e-Ticket, export e-Invoice and their credit and debit notes) needed to number and print the documents of a company in Uruguay.

Note

Electronic invoicing (CFE) through the Uruware provider — the XML generation, electronic signature, connection to the DGI, CAE management, addendas and leyendas — is not available in this edition. Electronic documents must be issued through the DGI portal or a certified provider outside Odoo.

Glossary¶

DGI: Dirección General Impositiva is the government entity responsible for enforcing tax payments in Uruguay.
CFE: Comprobante Fiscal Electrónico, the electronic documents defined by the DGI.

Configuration¶

Modules installation¶

Install the following modules to get all the features of the Uruguayan localization:

Name	Technical name	Description
Uruguay - Accounting	`l10n_uy`	Default fiscal localization package: chart of accounts, taxes, identification types (RUT, CI, NIE, passport, …) and DGI document types.
Uruguay - Point of Sale	`l10n_uy_pos`	Technical adjustments of the Point of Sale for Uruguay (installed automatically with the Point of Sale app).
Uruguay Website	`l10n_uy_website_sale`	Always shows the business (B2B) fields, such as the identification number, at the eCommerce checkout.

Company¶

To configure your company information, open the Settings app, scroll down to the Companies section, click Update Info, and configure the following:

Company Name
Address, including the Street, City, State, ZIP, and Country
Tax ID: enter the company’s RUT.

After configuring the company in the database settings, navigate to Contacts and search for your company to verify the following:

the company type is set to Company.
the Identification Number Type is RUT / RUC.

Master data¶

Chart of accounts¶

The chart of accounts is installed by default as part of the set of data included in the localization module, the accounts are mapped automatically in taxes, default accounts payable, and default accounts receivable.

Accounts can be added or deleted according to the company’s needs.

Contacts¶

To create a contact, navigate to Contacts app and select New. Then enter the following information:

Company Name
Address: Street, City, State, ZIP and Country
Identification Number: select the identification Type and enter the Number. The identification type of the customer determines which document type (e-Invoice for a RUT, e-Ticket otherwise, export e-Invoice for foreign customers) is proposed on the invoice.

Taxes¶

As part of the Uruguay localization module, taxes are automatically created with their configuration and related financial accounts (VAT 22 %, VAT 10 %, the 20 % reduced VAT, included variants, and the 0 % exempt taxes). Each tax has a Tax Category (VAT) used to group the amounts in the reports.

screenshot: finance-fl-uruguay-taxes

menu: Accounting ‣ Configuration ‣ Taxes
shows: The Taxes list of the Uruguayan localization with the 22% and 10% VAT sales and purchase taxes, the 20% reduced VAT and the 0% exempt taxes.
data: Demo company "YourCompany UY", Uruguayan localization installed.
module: l10n_uy
notes: English UI, light theme, 1440px width.

Document types¶

Some accounting transactions, like customer invoices and vendor bills are classified by document types. These are defined by the government fiscal authorities, in this case by the DGI.

Each document type can have a unique sequence per journal where it is assigned. The data is created automatically when the localization module is installed, and the information required for the document types is included by default.

To review the document types included in the localization, navigate to Accounting ‣ Configuration ‣ Document Types.

screenshot: finance-fl-uruguay-document-types

menu: Accounting ‣ Configuration ‣ Document Types
shows: The Document Types list of the Uruguayan localization: e-Invoice (111), e-Ticket (101), their credit/debit notes and the export e-Invoice (121), with Doc Code Prefix and Internal Type columns.
data: Demo company "YourCompany UY".
module: l10n_uy, l10n_latam_invoice_document
notes: English UI, light theme, 1440px width.

Sales journals¶

On the sales journals, activate Use Documents? if the journal uses the DGI document types. Each document type then gets its own sequence in the journal; edit the number of the first document to continue the numbering authorized by the DGI (CAE range).

Workflows¶

Customer invoices¶

Create a customer invoice as usual; the Document Type is proposed from the customer’s identification type and can be changed before posting. The invoice number combines the document type prefix and the sequence (e.g. e-Invoice 0000001). Credit notes and debit notes get the matching credit/debit note document types.