Create the CFDI File

After successfully completing your payroll calculation and disbursements, you run the Generate CFDI Payslips flow to create the CFDI XML file that will be sent to your PAC.

Before you start

Before creating the CFDI XML you must have successfully completed these flows:

• Calculate Payroll
• Calculate Prepayments
• Archive Periodic Payroll Results
• Make EFT Payments

Here's what to do

1. Go to My Client Groups and select Payroll.
2. Click Submit to submit the flow.
3. Select your Legislative Data Group (LDG) from the list of values.
4. Search for the Generate CFDI Payslips flow.
5. Click Generate CFDI Payslips flow. The Flow Parameters page is displayed.
6. Select a payroll name from the Payroll list of values.
7. Optionally select a Payroll Statutory Group and Payroll Relationship Group.
8. Enter dates for the Start Date and End Date.
9. Complete the remaining parameters for the CFDI flow.
10. Click Submit to submit the flow

    The CFDI XML file is created as a flow output. The flow creates an output XML file with the name CFDIeee00000DDMMYYYYHHMMSS.xml where:

    • eee is the first three characters of the legal employer name.
    • 00000 is the first 5 digits of the payroll statutory unit identifier.
    • DDMMYYYY is the date, month and year of the system date when the file was produced.
    • HHMMSS is the hours, minutes and seconds of the system time when the file was produced.

    The Generate CFDI Payslips flow includes these parameters:

    Parameters and description

    Parameter	Type	Description
    Payroll	Required	Name of the payroll definition that determines the payroll period, calendar, and frequency.
    Start Date	Required	First effective date of the payroll or Quick-Pay runs to include in the report.
    End Date	Required	Last effective date of the payroll or Quick-Pay runs to include in the report.
    Payroll Statutory Unit	Optional	Name of the legal entity responsible for paying workers
    Payroll Relationship Group	Optional	Name of a group of payroll relationships to limit the people that will be included in the run.
    CFDI Payroll Type	Optional	Select a payroll type from the list of values. Additional payroll Regular payroll
    SNCF Source of the resource	Optional	Source of the resource used for the staff payroll payment. Select a value only for those entities attached to the Mexican National System of Fiscal Coordination (SNCF). Federal income Mixed income Own income
    SNCF Own resource amount	Optional	Amount of the resources paid. You must enter a value only for those entities attached to the Mexican National System of Fiscal Coordination (SNCF).
    Process Configuration Group	Optional	Name of the payroll process configuration group to provide sets of processing parameters related to logging and performance.
    Reissue CFDI	Optional	Select Yes if you are also reissuing canceled CFDIs as part of this flow.
    CFDI Cancellation	Optional	If you selected Yes for Reissue CFDI, you must select a CFDI Cancellation flow from the list of values so that the canceled CFDIs from that flow will be reissued.