Want to create interactive content? It’s easy in Genially!

Get started free

Protocol FE : Atelier

Déborah

Created on May 26, 2026

Start designing with a free template

Discover more than 1500 professional designs like these:

Momentum: Employee Introduction Presentation

Corporate Fluid Presentation

Corporate Culture Presentation

Executive Presentation

Professional Presentation

Creative Presentation

Momentum: Onboarding Presentation

Transcript

Protocol FE

Atelier de définition de mes besoins

GO

Rappel du périmètre de la réforme

L'obligation de facturation électronique (e-invoicing) s’accompagne d’un autre impératif : la transmission des données relatives à l’ensemble des autres opérations impactant la TVA à l’administration fiscale ou e-reporting. L’objectif de cette obligation est double : pré-remplir les déclarations de TVA et mieux lutter contre la fraude.

Toutes les entreprises assujetties à la TVA qui sont établies en France sont concernées par l'e-reporting des données de transaction, lorsqu’elles réalisent des opérations avec des clients particuliers (opérations business to consumer, BtoC) ou avec des opérateurs étrangers (entreprises ou particuliers).

Contrairement à la facturation électronique (e-invoicing) qui concerne les échanges entre entreprises (B2B domestique); l'e-reporting vise à transmettre les données de transactions B2C et des transactions internationales.

SUIVANT

E-reporting : obligations (source France num)

Comment choisir mon outil de facturation électronique ?

Pour comparer les outils, j'identifie mes besoins et je priorise les besoins mal ou non couverts

+ info

Nous allons dérouler ensemble vos besoins en remplissant une matrice des besoins. Elle vous servira à choisir l'outil le plus adapté et vous donnera les clés pour les fonctionnalités non/mal couvertes

SUIVANT

De quelles fonctionnalités ai-je besoin ?

Suivi des dépenses

Synchronisation bancaire

Facturation/devis

Automatisation

Relance autoFactures récurrentes

Getion des justificatifs AchatArchivage

Création de devisCréation de factures

Compte externeCompte et CB intégré

SUIVANT

De quelles fonctionnalités ai-je besoin ?

Fonctionnalités diverses

Déclarations

Tarif

Personnalisation

Rapport qualité/prix

CRMPaiement en ligne Pipeline commercial Appli Mobile Gestion de trésorerie

LogoFacture Devis

Déclarations URSAAFImport/export comptables

SUIVANT

Je voudrais pouvoir...

Remplissez votre matrice des besoins pour vous éclairer sur ce qui compte le plus pour vous...

AU BOULOT !!!

SUIVANT

Quelles sont les Plateformes Agréées (PA) ?

SUIVANT

Et pour les TPE PME ?

SUIVANT

Logiciels de facturation

Le gagnant est

Celui qui couvre le mieux vos besoins

Ultra fort administratif Automatisation URSSAF Peu commercial

BanqueFacturationGestion centralisée

Très simple Idéal débutant Limité en croissance

Pensé freelance Excellent pilotage activité Peu adapté équipe.

Solution proposée par le CA/LCL

Très puissant commercialement Adapté croissance Cher et dense

CRM + gestion complète Très structurant Plus complexe

Bon équilibre global Suivi temps intéressant CRM léger

SUIVANT

Je compare les fonctionnalités avec mes besoins

Fonctionnalité 04

Priorité 1

Fonctionnalité 09

Priorité 02

Fonctionnalité 20

Priorité 03

Fonctionnalité 06

Priorité 04

SUIVANT

SUIVANT

SUIVANT

Cet atelier vous a permis de :
  • mieux comprendre les différences entre les outils de facturation,
  • identifier leurs forces, leurs limites et leurs usages réels,
  • prendre du recul sur vos propres besoins et votre manière de travailler.
✅ À l’issue de cet atelier : vous avez désormais les clés pour :
  • choisir un outil adapté à votre activité,
  • éviter un mauvais choix ou un outil surdimensionné,
  • comprendre le potentiel mais aussi les limites de chaque solution,
  • associer les bons usages aux bons outils,
  • anticiper l’évolution de votre activité et vos futurs besoins.

opt'e-time

Merci pour votre attention

Team

Lorem ipsum dolor sit amet

Name

Name

Name

Name

Lorem ipsum dolor Lorem ipsum dolor sit amet, consectetuer adi.

Lorem ipsum dolor Lorem ipsum dolor sit amet, consectetuer adi.

Lorem ipsum dolor Lorem ipsum dolor sit amet, consectetuer adi.

Lorem ipsum dolor Lorem ipsum dolor sit amet, consectetuer adi.

Team

Thanks!

Lorem ipsum dolor sit amet, consectetuer adipiscing elit, sed diam nonummy

Got an idea?

Use this space to add awesome interactivity. Include text, images, videos, tables, PDFs... even interactive questions! Premium tip: Get information on how your audience interacts with your creation:

  • Visit the Analytics settings;
  • Activate user tracking;
  • Let the communication flow!

Got an idea?

Use this space to add awesome interactivity. Include text, images, videos, tables, PDFs... even interactive questions! Premium tip: Get information on how your audience interacts with your creation:

  • Visit the Analytics settings;
  • Activate user tracking;
  • Let the communication flow!

Got an idea?

Use this space to add awesome interactivity. Include text, images, videos, tables, PDFs... even interactive questions! Premium tip: Get information on how your audience interacts with your creation:

  • Visit the Analytics settings;
  • Activate user tracking;
  • Let the communication flow!

Got an idea?

Use this space to add awesome interactivity. Include text, images, videos, tables, PDFs... even interactive questions! Premium tip: Get information on how your audience interacts with your creation:

  • Visit the Analytics settings;
  • Activate user tracking;
  • Let the communication flow!

Got an idea?

Use this space to add awesome interactivity. Include text, images, videos, tables, PDFs... even interactive questions! Premium tip: Get information on how your audience interacts with your creation:

  • Visit the Analytics settings;
  • Activate user tracking;
  • Let the communication flow!

Got an idea?

Use this space to add awesome interactivity. Include text, images, videos, tables, PDFs... even interactive questions! Premium tip: Get information on how your audience interacts with your creation:

  • Visit the Analytics settings;
  • Activate user tracking;
  • Let the communication flow!

Avez-vous une idée?

  • Je veux que ce soit conforme à la norme
  • je veux pouvoir faire mes factures et mes devis

Got an idea?

Use this space to add awesome interactivity. Include text, images, videos, tables, PDFs... even interactive questions! Premium tip: Get information on how your audience interacts with your creation:

  • Visit the Analytics settings;
  • Activate user tracking;
  • Let the communication flow!

Got an idea?

Use this space to add awesome interactivity. Include text, images, videos, tables, PDFs... even interactive questions! Premium tip: Get information on how your audience interacts with your creation:

  • Visit the Analytics settings;
  • Activate user tracking;
  • Let the communication flow!

Got an idea?

Use this space to add awesome interactivity. Include text, images, videos, tables, PDFs... even interactive questions! Premium tip: Get information on how your audience interacts with your creation:

  • Visit the Analytics settings;
  • Activate user tracking;
  • Let the communication flow!

Got an idea?

Use this space to add awesome interactivity. Include text, images, videos, tables, PDFs... even interactive questions! Premium tip: Get information on how your audience interacts with your creation:

  • Visit the Analytics settings;
  • Activate user tracking;
  • Let the communication flow!

Got an idea?

Use this space to add awesome interactivity. Include text, images, videos, tables, PDFs... even interactive questions! Premium tip: Get information on how your audience interacts with your creation:

  • Visit the Analytics settings;
  • Activate user tracking;
  • Let the communication flow!

Got an idea?

Use this space to add awesome interactivity. Include text, images, videos, tables, PDFs... even interactive questions! Premium tip: Get information on how your audience interacts with your creation:

  • Visit the Analytics settings;
  • Activate user tracking;
  • Let the communication flow!

Got an idea?

Use this space to add awesome interactivity. Include text, images, videos, tables, PDFs... even interactive questions! Premium tip: Get information on how your audience interacts with your creation:

  • Visit the Analytics settings;
  • Activate user tracking;
  • Let the communication flow!

Got an idea?

Use this space to add awesome interactivity. Include text, images, videos, tables, PDFs... even interactive questions! Premium tip: Get information on how your audience interacts with your creation:

  • Visit the Analytics settings;
  • Activate user tracking;
  • Let the communication flow!

Got an idea?

Use this space to add awesome interactivity. Include text, images, videos, tables, PDFs... even interactive questions! Premium tip: Get information on how your audience interacts with your creation:

  • Visit the Analytics settings;
  • Activate user tracking;
  • Let the communication flow!

Got an idea?

Use this space to add awesome interactivity. Include text, images, videos, tables, PDFs... even interactive questions! Premium tip: Get information on how your audience interacts with your creation:

  • Visit the Analytics settings;
  • Activate user tracking;
  • Let the communication flow!

Got an idea?

Use this space to add awesome interactivity. Include text, images, videos, tables, PDFs... even interactive questions! Premium tip: Get information on how your audience interacts with your creation:

  • Visit the Analytics settings;
  • Activate user tracking;
  • Let the communication flow!

Got an idea?

Use this space to add awesome interactivity. Include text, images, videos, tables, PDFs... even interactive questions! Premium tip: Get information on how your audience interacts with your creation:

  • Visit the Analytics settings;
  • Activate user tracking;
  • Let the communication flow!

Got an idea?

Use this space to add awesome interactivity. Include text, images, videos, tables, PDFs... even interactive questions! Premium tip: Get information on how your audience interacts with your creation:

  • Visit the Analytics settings;
  • Activate user tracking;
  • Let the communication flow!

Got an idea?

Use this space to add awesome interactivity. Include text, images, videos, tables, PDFs... even interactive questions! Premium tip: Get information on how your audience interacts with your creation:

  • Visit the Analytics settings;
  • Activate user tracking;
  • Let the communication flow!

Got an idea?

Use this space to add awesome interactivity. Include text, images, videos, tables, PDFs... even interactive questions! Premium tip: Get information on how your audience interacts with your creation:

  • Visit the Analytics settings;
  • Activate user tracking;
  • Let the communication flow!

Got an idea?

Use this space to add awesome interactivity. Include text, images, videos, tables, PDFs... even interactive questions! Premium tip: Get information on how your audience interacts with your creation:

  • Visit the Analytics settings;
  • Activate user tracking;
  • Let the communication flow!

Got an idea?

Use this space to add awesome interactivity. Include text, images, videos, tables, PDFs... even interactive questions! Premium tip: Get information on how your audience interacts with your creation:

  • Visit the Analytics settings;
  • Activate user tracking;
  • Let the communication flow!

Got an idea?

Use this space to add awesome interactivity. Include text, images, videos, tables, PDFs... even interactive questions! Premium tip: Get information on how your audience interacts with your creation:

  • Visit the Analytics settings;
  • Activate user tracking;
  • Let the communication flow!

Got an idea?

Use this space to add awesome interactivity. Include text, images, videos, tables, PDFs... even interactive questions! Premium tip: Get information on how your audience interacts with your creation:

  • Visit the Analytics settings;
  • Activate user tracking;
  • Let the communication flow!

Got an idea?

Use this space to add awesome interactivity. Include text, images, videos, tables, PDFs... even interactive questions! Premium tip: Get information on how your audience interacts with your creation:

  • Visit the Analytics settings;
  • Activate user tracking;
  • Let the communication flow!

Got an idea?

Use this space to add awesome interactivity. Include text, images, videos, tables, PDFs... even interactive questions! Premium tip: Get information on how your audience interacts with your creation:

  • Visit the Analytics settings;
  • Activate user tracking;
  • Let the communication flow!