Tipo de Documento en Etendo 25.3 Document Type in Etendo 25.3
October 14, 2025

Still Creating Invoices Manually? Discover How Etendo 25.3 Automates Document Type Selection per Customer

Etendo 25.3: The Update That Eliminates Repetitive Tasks

At Etendo, we continue to drive operational efficiency with tools designed to simplify daily business processes. 

 With the arrival of Etendo 25.3, we’re introducing one of the most anticipated enhancements: the Document Type Tab, now available within the Business Partner (Customer/Vendor) window.

This new feature automates the document type selection (invoice, order, or shipment) according to the customer or vendor, resulting in faster, error-free transactions.

If you still choose your document type manually, Etendo 25.3 completely changes that experience.

What Is the New Document Type Tab?

The Document Type Tab introduces a new level of advanced personalization for business partners.
 It lets you define, for each customer or vendor, which document type should be used for each transaction.
 From now on, every time an invoice, order, or receipt is created, the system will automatically select the correct configuration.

Example:

If a customer always requires an E-Invoice, Etendo will automatically apply that document type without any user intervention.

Key Benefits of This Automation

1. Total Consistency

Each country or company may handle different document sequences and types.
 With this new feature, Etendo ensures that every transaction uses the correct document type, maintaining accounting consistency and traceability.

2. Time Savings and Fewer Errors

The system automatically applies the right configuration — no manual selection needed.
 This means fewer clicks, fewer human errors, and faster document creation.

3. Flexible Personalization

You can define different document types for each customer or vendor, both for sales and purchases.
 Etendo adapts to your business reality, offering granular control and full flexibility.

How to Configure It

Configuration is simple and accessible from the Business Partner window.
 When creating a new record in the Document Type Tab, you define four key parameters:

  1. Organization: Determines the rule’s scope. Etendo can look through the organizational hierarchy to find valid configurations.
  2. Document Category: Order, Invoice, or Shipment/Receipt.
  3. Sales Transaction: Indicates whether it applies to sales (checked) or purchases (unchecked).
  4. Document Type: Displays only valid options according to the selected category.

Once configured, Etendo will automatically apply this rule to every new transaction linked to that business partner.

For more details, you can visit the official Etendo documentation.

 

Efficiency Applied to Document Creation

When a user generates an order or invoice, Etendo executes a simple but powerful process:

  1. It checks the Document Type Tab configuration for that business partner.

  2. If a matching rule exists, it applies it automatically.

  3. If not, it looks for valid configurations in the organizational hierarchy.

  4. If none exist, it uses the organization’s standard document type.

Result: Consistent, automatically generated documents in just seconds — no extra steps required.

 

Conclusion: Productivity and Control in One Click

The Document Type Tab in Etendo 25.3 represents a practical leap forward in document automation.
 It helps reduce time, minimize errors, and maintain consistency across every transaction in the system.

If your company aims to optimize workflows and free up time for strategic work, Etendo 25.3 is the update you’ve been waiting for.

 

👉 Upgrade today and start automating your document management.
👉 Not an Etendo customer yet? Contact our team and schedule a demo today.

 

Frequently Asked Questions (FAQ)

  1. From which version is the Document Type Tab available?
     It’s available starting from Etendo 25.3 and later versions.
  2. Can I define different document types per customer or vendor?
     Yes, for both sales and purchase documents.
  3. What happens if there’s no specific configuration?
     Etendo will use the default document type defined at the organizational level.
  4. Does this feature require additional bundles?
     No, it’s included by default starting from Etendo 25.3.
  5. What benefits does this bring to users?
     Greater speed, document consistency, and reduced manual work.

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