• A Formal Undertaking is a document used by Chambers of Commerce during the issuing of international trading certificates (i.e. certificate of origin; movement certificate; international import certificates etc.) for Traders. The Formal Undertaking allows Chambers of Commerce to ascertain from Traders a formal commitment that the information provided by the Trader, on the certificate application

  • EdgeCTP is the hub for a business’s day-to-day trading activities, managing client interactions, product creation, buying, selling, deliveries, and generating documents and certificates. Meanwhile, Xero serves as the central platform for recording all financial transactions, positions, and balances, including bank account connections and payment receipts. Explore the seamless data flows between EdgeCTP and Xero for

  • Overview Quickly Get Started with EdgeCTP This post will show you how to quickly get started with EdgeCTP after you’ve logged in for the very first time.  You’ll learn how to: Set Up Your Company Details Manage Signatures, Users + Passwords Change Settings + Connections, e.g. Chambers and Formal Undertakings Set Up Your Company Details

  • Once you have created an invoice in EdgeCTP and copied it to FreeAgent, you may want to cancel the invoice by issuing a Credit Note in EdgeCTP and copying that to FreeAgent too.  Again this is relatively simple to do.  Just make sure you’ve first connected EdgeCTP to FreeAgent and we’re good to go. In

  • Overview: Once you have FreeAgent connected to EdgeCTP you’re pretty much good to create an invoice in EdgeCTP and, with one click, copy it to FreeAgent.  If you haven’t connected FreeAgent to EdgeCTP then see ‘How to Connect EdgeCTP to FreeAgent‘ and come back here. In this post you’ll learn how to: Create an Invoice

  • A Certificate of Origin (CO) is a document usually used in supporting the exporting of goods to overseas destinations and provides evidence of the “economic origin” of the product(s) being supplied.  You’ll need a Certificate of Origin (paper document) when you are trading goods internationally and your overseas buyer needs proof of the ‘country/region’ from

  • A Formal Undertaking is a document used by Chambers of Commerce during the issuing of international trading certificates (i.e. certificate of origin; movement certificate; international import certificates etc.) for Traders. The Formal Undertaking allows Chambers of Commerce to ascertain from Traders a formal commitment that the information provided by the Trader, on the certificate application

  • Overview: Once you have created an invoice in EdgeCTP and copied it to Xero, you may want to cancel the invoice by issuing a Credit Note in EdgeCTP and copying that to Xero too.  Again this is relatively simple to do.  Just make sure you’ve first connected EdgeCTP to Xero and we’re good to go.

  • Overview Users of EdgeCTP can disconnect their existing connection to the online cloud-based Xero accounting package when they wish to perform tasks in EdgeCTP that there no need to replicate in Xero (or at least until they re-connect or sync manually at a later date). How to Disconnect Xero from EdgeCTP The following is a