[ADD] accounting/l10n: new egyptian localization and einvoicing section
task-id 2858349
closes odoo/documentation#2148
X-original-commit: a2cf3da864
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
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@ -12,6 +12,7 @@ Localizations
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localizations/chile
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localizations/colombia
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localizations/colombia_ES
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localizations/egypt
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localizations/france
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localizations/germany
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localizations/indonesia
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@ -0,0 +1,241 @@
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=====
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Egypt
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=====
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.. _egypt/installation:
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Installation
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============
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:ref:`Install <general/install>` the following modules to get all the features of the Egyptian
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localization:
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.. list-table::
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:header-rows: 1
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* - Name
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- Technical name
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- Description
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* - :guilabel:`Egypt - Accounting`
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- ``l10n_eg``
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- Default :doc:`fiscal localization package <../overview/fiscal_localization_packages>`
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* - :guilabel:`Egyptian E-invoice Integration`
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- ``l10n_eg_edi_eta``
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- :ref:`Egyptian Tax Authority (ETA) e-invoicing integration <egypt/e-invoicing>`
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.. _egypt/e-invoicing:
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Egyptian e-invoicing
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====================
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Odoo is compliant with the **Egyptian Tax Authority (ETA) e-invoicing** requirements.
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.. important::
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Egyptian e-invoicing is available from Odoo 15.0. If needed, :doc:`upgrade
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</administration/upgrade>` your database.
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.. seealso::
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- `Video: Egypt E-invoicing <https://www.youtube.com/watch?v=NXuBPLR4pVw>`_
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- :doc:`/administration/upgrade`
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.. _egypt/e-invoicing-eta-portal:
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Register Odoo on your ETA portal
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--------------------------------
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You must register your Odoo ERP system on your ETA portal to get your API credentials. You need
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these codes to :ref:`configure your Odoo Accounting app <egypt/e-invoicing-configuration>`.
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Access your company profile on the ETA portal by clicking on :guilabel:`View Taxpayer Profile`.
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.. image:: egypt/taxpayer-profile.png
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:align: center
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:alt: Clicking on "View Taxpayer Profile" on an ETA invoicing portal
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Next, go to the :guilabel:`Representatives` section and then click on :guilabel:`Register ERP`.
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Fill out the :guilabel:`ERP Name` (e.g., ``Odoo``) and leave the other fields empty.
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.. image:: egypt/add-erp-system.png
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:align: center
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:alt: Filling out of the form to register an ERP system on the ETA portal.
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Once successfully registered, the website displays your API credentials:
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- Client ID
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- Client Secret 1
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- Client Secret 2
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.. note::
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- ETA should give you a username and a password to access their online portal.
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- Ask ETA to provide you with preproduction portal access as well.
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- These codes are confidential and should be stored safely.
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.. _egypt/e-invoicing-configuration:
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Configuration on Odoo
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---------------------
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To connect your Odoo database to your ETA portal account, go to :menuselection:`Accounting -->
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Configuration --> Settings --> ETA E-Invoicing Settings`, and set the :guilabel:`ETA Client ID` and
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:guilabel:`ETA Secret` that you retrieved when you :ref:`registered Odoo on your ETA portal
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<egypt/e-invoicing-eta-portal>`. Set an invoicing threshold if needed.
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.. image:: egypt/eta-api-integration.png
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:align: center
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:alt: Configuration of the ETA E-Invoicing credentials in Odoo Accounting
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.. important::
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- **Test on your preproduction portal** before starting to issue real invoices on the production
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ETA portal.
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- **Credentials** for preproduction and production environments are different. Make sure to
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update them on Odoo when you move from one environment to another.
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- If not done yet, fill out your company details with your company's full address, country, and
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Tax ID.
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.. _egypt/e-invoicing-eta-codes:
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ETA codes
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~~~~~~~~~
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E-invoicing works with a set of codes provided by the ETA. You can use the `ETA documentation
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<https://sdk.preprod.invoicing.eta.gov.eg/codes/>`_ to code your business attributes.
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Most of these codes are handled automatically by Odoo, provided that your :ref:`branches
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<egypt/e-invoicing-branches>`, :ref:`customers <egypt/e-invoicing-customers>`, and :ref:`products
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<egypt/e-invoicing-products>` are correctly configured.
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- Company Information:
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- Company Tax ID
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- | Branch ID
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| If you have only one branch, use ``0`` as the branch code.
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- Activity type Code
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- Other Information:
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- | Product Codes
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| Your company's products should be coded and matched with their **GS1** or **EGS** codes.
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- | Tax Codes
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| Most of the taxes codes are already configured on Odoo in the :guilabel:`ETA Code (Egypt)`
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field. We advise you to make sure these codes match your company's taxes.
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.. seealso::
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- `Egyptian eInvoicing & eReceipt SDK - Code Tables
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<https://sdk.preprod.invoicing.eta.gov.eg/codes/>`_
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- :doc:`../../taxation/taxes/taxes`
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.. _egypt/e-invoicing-branches:
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Branches
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~~~~~~~~
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Create a contact and a journal for each branch of your company and configure its ETA settings.
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To do so, go to :menuselection:`Accounting --> Configuration --> Journals`, then click on
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:guilabel:`Create`.
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Name the journal according to your company's branch and set the :guilabel:`Type` as
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:guilabel:`Sales`. Next, open the :menuselection:`Advanced Settings` tab and fill out the
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:guilabel:`Egyptian ETA settings` section:
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- In the :guilabel:`Branch` field, select the branch's contact or create it.
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- Set the :guilabel:`ETA Activity Code`.
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- Set the :guilabel:`ETA Branch ID` (use ``0`` if you have one branch only).
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.. image:: egypt/branch-journal.png
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:align: center
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:alt: Sales journal configuration of an Egyptian company's branch
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.. important::
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The contact selected in the :guilabel:`Branch` field must be set as a :guilabel:`Company`
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(**not** as an :guilabel:`Individual`), and the :guilabel:`Address` and :guilabel:`Tax ID` fields
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must be filled out.
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.. _egypt/e-invoicing-customers:
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Customers
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~~~~~~~~~
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Make sure your customers' contact forms are correctly filled out so your e-invoices are valid:
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- contact type: :guilabel:`Individual`: or :guilabel:`Company`:
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- :guilabel:`Country`:
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- :guilabel:`Tax ID`: Tax ID or Company registry for companies. National ID for individuals.
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.. note::
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You can edit your customers' contact forms by going to :menuselection:`Accounting --> Customers
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--> Customers`.
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.. _egypt/e-invoicing-products:
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Products
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~~~~~~~~
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Make sure your products are correctly configured so your e-invoices are valid:
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- :guilabel:`Product Type`: storable products, consumables, or services.
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- :guilabel:`Unit of Measure`: if you also use Odoo Inventory and have enabled :doc:`Units of
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Measure </applications/inventory_and_mrp/inventory/management/products/uom>`.
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- :guilabel:`Barcode`: **GS1** or **EGS** barcode
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- :guilabel:`ETA Item code` (under the :menuselection:`Accounting` tab): if the barcode doesn't
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match your ETA item code.
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.. note::
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You can edit your products by going to :menuselection:`Accounting --> Customers --> Products`.
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.. _egypt/e-invoicing-usb-authentication:
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USB authentication
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------------------
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Each person who needs to electronically sign invoices needs a specific USB key to authenticate and
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send invoices to the ETA portal through an ERP.
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.. note::
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You can contact the :abbr:`ETA (Egyptian Tax Authority)` or `Egypt Trust
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<https://www.egypttrust.com/>`_ to get these USB keys.
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.. _egypt/e-invoicing-local-proxy:
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Install Odoo as a local proxy on your computer
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~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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An Odoo local server works as a bridge between your computer and your Odoo database hosted online.
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Download the Odoo Community installer from the page https://www.odoo.com/page/download and start the
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installation on your computer.
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Select :guilabel:`Local Proxy Mode` as the type of install.
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.. image:: egypt/install-odoo-local-proxy.png
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:align: center
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:alt: Selection of "Local Proxy Mode" during the installation of Odoo Community.
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.. note::
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This installation of Odoo only works as a server and does not install any Odoo apps on your
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computer.
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Once the installation is complete, the installer displays your **access token** for the Odoo Local
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Proxy. Copy the token and save it in a safe place for later use.
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.. seealso::
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- `Odoo: Download Odoo <https://www.odoo.com/page/download>`_
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- :doc:`/administration/install/install`
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.. _egypt/e-invoicing-usb-configuration:
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Configure the USB key
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~~~~~~~~~~~~~~~~~~~~~
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Once the local proxy server is installed on your computer, you can link it with your Odoo database.
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#. Go to :menuselection:`Accounting --> Configurations --> Thumb Drive` and click on
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:guilabel:`Create`.
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#. Input a :guilabel:`Company` name, the :guilabel:`ETA USB Pin` given to you by your USB key
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provider, and the :guilabel:`Access Token` provided at the end of the :ref:`local proxy
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installation <egypt/e-invoicing-local-proxy>`, then click on :guilabel:`Save`.
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#. Click on :guilabel:`Get certificate`.
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.. image:: egypt/thumb-drive.png
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:align: center
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:alt: Creating a new thumb drive for the e-invoicing of an egyptian company.
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