CFDI Processes and Reports

Here are the CFDI processes and reports and how you can use them.

Task	What it does
Generate CFDI Payslips	This is the primary CFDI task flow. After successfully completing your payroll calculation and disbursements, you run this flow to create the CFDI XML file that will be sent to your PAC. 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. This flow is also used to reissue canceled CFDIs.
Run CFDI Cancellation	Cancels the previously issued CFDIs that have been stamped or unstamped. You might need to cancel unstamped CFDIs when: You've found an error in some CFDI data before submitting the file to the PAC. You've submitted the file to the PAC and they've notified you of validation errors that will prevent the CFDI from being stamped. In both cases, you can cancel the CFDIs in question using the Run CFDI Cancellation task flow, correct the data and then reissue them by selecting the Reissue parameter in the Generate CFDI Payslips task flow. You may need to cancel stamped CFDIs when you've found an error in CFDI data after it has been stamped by SAT. In this case, there's only Live data that you might update for it to be reissued.

Task

What it does

Generate CFDI Payslips

This is the primary CFDI task flow.

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

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.
This flow is also used to reissue canceled CFDIs.

Run CFDI Cancellation

Cancels the previously issued CFDIs that have been stamped or unstamped.

You might need to cancel unstamped CFDIs when:

You've found an error in some CFDI data before submitting the file to the PAC.
You've submitted the file to the PAC and they've notified you of validation errors that will prevent the CFDI from being stamped.

In both cases, you can cancel the CFDIs in question using the Run CFDI Cancellation task flow, correct the data and then reissue them by selecting the Reissue parameter in the Generate CFDI Payslips task flow.

You may need to cancel stamped CFDIs when you've found an error in CFDI data after it has been stamped by SAT.

In this case, there's only Live data that you might update for it to be reissued.