Background
eDocument is a Malaysian company specializing in e-invoicing solutions and document management. They help businesses comply with LHDN's MyInvois requirements — which means their own internal operations need to be impeccably compliant. The team of six manages client onboarding projects, consulting engagements, and their own SaaS platform development.
The problem
eDocument's core challenge was practicing what they preach. As a company that sells compliance solutions, their own invoicing had to be flawless. But they were using a generic accounting tool that didn't support MyInvois submission natively, forcing them to export invoices and submit them through a separate portal. The disconnect between their invoicing system and the MyInvois portal created a double-entry problem — and the risk of discrepancies between what was in their books and what was submitted to LHDN.
On the project management side, client onboarding engagements were tracked in a mix of email threads and shared documents. There was no single view of which clients were in progress, which were waiting for certificates, and which were fully onboarded.
How they use com1
E-invoicing as a first-class feature
com1's built-in MyInvois integration was the primary draw. eDocument creates invoices in com1, and the same data that produces the PDF also generates the PEPPOL UBL XML for MyInvois submission. TIN validation happens at invoice creation time, not as an afterthought. Digital certificates are managed within com1 with expiry tracking and renewal alerts.
For eDocument, this isn't just convenience — it's credibility. When their clients ask "what system do you use for your own e-invoicing?", the answer is the same platform they're recommending.
Client onboarding projects
Each client onboarding is a project with standardized milestones: Discovery, Certificate Setup, System Integration, Testing, Go-Live. Tickets within each milestone follow a consistent pattern, so the team can spin up a new onboarding project in minutes by following the template.
The CRM tracks all client corporations with their TIN numbers, MSIC codes, and contact details — the same data needed for both the onboarding project and invoice generation.
Multi-currency billing
eDocument works with clients across Malaysia and Singapore, billing in both MYR and SGD. Each client corporation has the appropriate currency and tax scheme configured, so invoices generate with the correct currency and tax calculations automatically.
Results
The elimination of double-entry between their invoicing system and MyInvois saved approximately 12 hours per month. More importantly, it eliminated the risk of submission discrepancies — every invoice submitted to LHDN matches their internal records exactly, because it's the same data.
Client onboarding projects are now visible at a glance. The team can see which clients are in which phase, who's blocked waiting for certificates, and whether the overall timeline is on track.