Dynafis Help Center
Help & documentation
Practical guides for upload, review queue, e-invoice validators, exports, billing, client portal and administration.
Set up a workspace
Prepare workspace, country, profile and initial team structure.
Getting startedChoose country and tax profile
Define country logic, VAT ID, client context and export rules.
Getting startedUpload the first invoice
From the first upload to status in Documents and Review Queue.
Getting startedUse demo data
Test sample data safely without real tax submission.
Documents & uploadUpload PDF, XML and image files
Which file types Dynafis processes and what to check before upload.
Documents & uploadOCR and text recognition
How Dynafis makes scans, images and PDFs machine-readable.
Documents & uploadCanonical Invoice Model
Why Dynafis maps invoice data into one unified model.
Documents & uploadCommon upload errors
Typical reasons for failed uploads and how to check them.
Review QueueWhat is the Review Queue?
The central worklist for unclear, incomplete or review-required invoices.
Review QueueUnderstand confidence score
What the score means and when manual review is useful.
Review QueueReview AI suggestions
How suggestions are accepted, rejected or corrected traceably.
Review QueueManual corrections
Correct fields, keep traceability and improve rules.
Review QueueApproval process
When an invoice is considered reviewed and ready to export.
E-invoicing & validatorsKSeF validator
Polish KSeF checks, technical hints and limits of pre-validation.
E-invoicing & validatorsCheck XRechnung
Check German structured e-invoices against mandatory fields and EN16931 logic.
E-invoicing & validatorsCheck ZUGFeRD / Factur-X
Detect PDF/XML hybrid invoices and assess their structured part.
E-invoicing & validatorsPeppol / EN16931
Understand EU core rules, BIS Billing 3 and Peppol-related checks.
E-invoicing & validatorsFatturaPA / Italy
Understand Italian XML invoices, SDI context and recipient codes.
E-invoicing & validatorsFacture électronique / France
Understand French e-invoicing contexts with Factur-X, UBL and CII.
ExportsDATEV export
Generate DATEV-ready data from reviewed invoice models.
ExportsCSV/XLSX export
Spreadsheet-style exports for review, handover and analysis.
ExportsXML artefacts
Which XML outputs are generated and how they should be reviewed.
ExportsUnderstand export packages
How Dynafis bundles reviewed outputs for handover.
Billing & creditsFree mode
Which limits apply in the free mode and when upgrades help.
Billing & creditsAI credits
How AI usage, document processing and add-on credits stay separate.
Billing & creditsMicro-check one-off payment
Buy individual check reports without using a full workspace immediately.
Billing & creditsCheck packages
Buy multiple micro-checks as a package and consume them predictably.
Billing & creditsInvoice/receipt download
Where to download tax receipts and why test payments stay separate.
Billing & creditsSandbox vs live payments
Why sandbox payments should not create real tax PDFs.
Client portalCreate clients
Create clients cleanly and keep them separated from your own workspace.
Client portalInvite clients
Control invitations, portal access and client visibility.
Client portalDocument requests
Request missing documents from clients in a structured way.
Client portalCheck usage behaviour
Track activity, document volume and portal usage.
AdminAdmin area
Internal management for workspaces, users, billing and system status.
AdminPayments and invoices
Review live and sandbox payments separately and control tax receipts.
AdminMicro-checks in admin
Monitor individual checks, reports, payments and credits administratively.
AdminWebhooks
Monitor events, target URLs, signatures and delivery attempts.
AdminSystem health
Check storage, workers, payment providers and critical states.
AdminAudit logs
Trace who triggered which change and when.
Privacy & securityData storage
How documents, extractions and artefacts are logically stored.
Privacy & securityRetention periods
How retention, archive, quarantine and deletion suggestions work together.
Privacy & securityTemporary files
What happens to cancelled, failed or unused uploads.
Privacy & securityRoles and permissions
How owners, admins, members, clients and superadmins are separated.
AdminAPI keys/webhooks
Prepare integrations safely without exposing secrets in the UI.
E-invoicing & validatorsMicro-checks
Fast one-off checks for e-invoices, validation and compliance hints.
Billing & creditsBuy a report
How preview, paywall, payment and report unlocking work together.
E-invoicing & validatorsValidators
Understand all country and format checks as pre-validation.