SY Support
nythia.rincla@cegedim.com
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When creating a facility, what does the "Identifier" field correspond to?
Published March 28th, 2024 by SY Support
When creating a facility, the facility's Identifier field corresponds to the SIRET number (for companies based in France). The SIRET consists of 14 digits, the first 9 of which correspond to the company's SIREN. ⚠️ You can only declare one main facility and one registered office.
Error message "email address already in use"
Published March 28th, 2024 by SY Support
The error message means that the address provided is already assigned to an SY user account. You must provide a different email address that is not linked to an account.
How can I edit my company's information?
Published March 28th, 2024 by SY Support
⚠️ Only users with the Manager or Administrator profile can edit the company's information. To edit your company's information: Click on the user profile icon. Select Companies. Select the company, if applicable. Edit the desired information. Confirm with Save.
How to view delivery notes?
Published September 11th, 2025 by SY Support
To view the delivery notes related to your supplier orders: Click on the Supplier Orders section. Select Delivery Notes. The list of all available notes will then be displayed on the screen.
How to register your company on SY (invited supplier)?
Published September 11th, 2025 by SY Support
✨ Welcome to the SY Portal! The SY Portal by Cegedim Business Services gives you access to a turnkey solution to digitize and accelerate your invoicing processes. By joining the SY network, you’ll save time on invoice handling, reduce administrative costs, strengthen regulatory compliance, and track the progress of your documents in real time to bet
I did not receive the email with my username
Published March 27th, 2024 by SY Support
If you have not received the corresponding email: Make sure to check the inbox of the email associated with your user account. Check that the email has not arrived in your spam or junk folder. Verify that the sender donotreply@sybycegedim.com is not blocked. If, after performing these checks, you still have not received the email, please contact cus
As a supplier, how can I access my shipping notices?
Published March 28th, 2024 by SY Support
There are two options to access your shipping notices: 1) From the homepage: Click on the Customer Orders tab. Select Shipping Notices. You will access the list of all available shipping notices. On this page, you can: Filter the list of available notices Export all or part of the available notices 2) From the order list (orders with status “Shipped
I forgot my username
Published March 27th, 2024 by SY Support
If you have lost your username, you can request it at any time from the login screen on the SY page: Click on the I forgot my username option. Complete the form. Confirm by clicking Retrieve my username. An email containing your username will be sent to the email address associated with the provided company username.
I did not receive the password reset email
Published March 27th, 2024 by SY Support
If you have not received the corresponding email: Make sure to check the email inbox associated with your user account. Check that the email has not landed in your spam or junk folder. Verify that the sender donotreply@sybycegedim.com is not blocked. If, after performing these checks, you still have not received the email, please contact customer su
What is the maximum size of a PDF file that can be uploaded to SY?
Published March 27th, 2024 by SY Support
The size of PDFs uploaded to the portal is limited to 28 MB.
How do I add the "resolved" note to the "Non-compliant" invoice status?
Published July 8th, 2025 by SY Support
An invoice with a status of Non-compliant is an invoice that has not been transmitted to the customer because it contains a legal or business error. You cannot correct a non-compliant invoice, you must reissue a new invoice.After issuing a new invoice, you can add the note “resolved” to the status of the old non-compliant invoice. From the invoice l
How to export search results?
Published March 28th, 2024 by SY Support
After applying filters to perform a search, you can download the corresponding documents: Click Export. Select the desired format. The corresponding files will be downloaded to your computer.
What configuration is required to access SY?
Published March 27th, 2024 by SY Support
Required configuration to access SY: Computer: Windows, macOS, or Linux. Standard browser: Mozilla Firefox, Microsoft Edge, Safari, or Google Chrome (latest versions). ⚠️ SY is not accessible via Internet Explorer or from a smartphone.
Can I issue invoices on behalf of several companies/branches of my company?
Published March 27th, 2024 by SY Support
You can issue invoices on behalf of your company or on behalf of one of its branches. When uploading an invoice or creating an invoice from an order, SY will ask you to select the branch issuing the invoice (if there are several). 💡 User accounts with the profiles Responsable and Invited Supplier Manager can issue invoices on behalf of the company a
How to exchange a message about an order?
Published December 17th, 2024 by SY Support
⚠️ The Messaging feature is not available to all users. To send a message about an order: From the order list, click on an order to open it. Click on the Messaging button. Write your message. Add attachments if needed. Click Send. 💡 Enable the Order messages notification to be informed by email when you receive a message about an order.
Which invoices are present in the "In Anomaly" list?
Published March 28th, 2024 by SY Support
The issued or received invoices present in the In Anomaly list are: Issued invoices: those that could not be dematerialized or transmitted to the customer due to an error. Received invoices: those identified as non-compliant (tax or business error) or rejected (customer workflow).
What should I do if an invoice does not appear on the portal?
Published March 27th, 2024 by SY Support
Invoice sent by email: Check the confirmation email from SY acknowledging receipt of the invoice. If the email indicates a rejection, the invoice will not be visible on the portal—you must issue a corrected invoice. Invoice uploaded on the portal: Check the Invoices in process list to confirm receipt. If your invoice is still missing, please contac
How to customize the columns in the invoices/orders table?
Published September 9th, 2025 by SY Support
You have the option to: 1) Customize the columns to display in the list: From the invoices or orders list, click Manage Columns. Check the columns you want to display. The table will be updated according to your selections. 2) Customize the order of columns in the list: Click on the column you want to move while holding down the mouse button. Drag t
What are the different icons visible in the list of orders or invoices for?
Published March 28th, 2024 by SY Support
⚠ The display of certain icons depends on the features made available by your customer or supplier. Bank card: Online payment (optional). Dialog cloud: Access to Messaging around an order or invoice (option). PDF File: Download the order or invoice in PDF format. Eye: Invoice marked as Read . Paperclip: View associated attachments . Three points:
How to delete my company’s SY account?
Published September 19th, 2025 by SY Support
If you want to close your company’s SY account, please create a support ticket with customer service.
Is it possible to assign the "Manager" profile to multiple users?
Published March 28th, 2024 by SY Support
For accounts of companies invited to SY (guest client or guest supplier), it is possible to assign the Manager profile to multiple users within the same company. ⚠️ As a reminder, the profile assigned to users is used to restrict the actions they can perform on the portal.
How can I update a facility?
Published March 28th, 2024 by SY Support
⚠️ The identifier of a facility cannot be changed. To update a facility's information: Click on the user profile icon. Select Companies. Click on the Facilities tab. Click on the facility you want to update. Edit the desired information. Confirm by clicking Save.
How do I change my company's tax/national ID?
Published March 28th, 2024 by SY Support
To change your company's tax or national identification number, you must contact the person authorized to make the change: Cegedim client: contact your account manager.After the change, new invitations will be sent to your suppliers. Company invited to the portal by its client/supplier: contact your client/supplier so that they can forward the req
How can I end a business relationship on SY?
Published September 18th, 2025 by SY Support
To end a business relationship on SY, you must contact the person authorized to make the change: Cegedim client: Contact your account manager. Company invited to the portal by its client/supplier: Contact your client/supplier so they can forward the request to Cegedim.
How to delete a facility?
Published March 28th, 2024 by SY Support
⚠️ It is not possible to delete a facility, only to deactivate it by setting its status to Closed. This status ensures the facility is no longer displayed in the various lists. To set a facility to Closed status: Click on the user profile icon. Select Companies. Click on the Facilities tab. Click on the relevant facility. Select the desired status A
Can I send several invoices by email at the same time?
Published September 19th, 2025 by SY Support
Some customers allow the sending of several invoices/credit notes in a single email, but by default, you can only send one invoice/credit note PDF per email.
How to change my password ?
Published March 27th, 2024 by SY Support
⚠️ The password must be updated every 90 days. To update your password: Click on the user profile icon. Select My Account. Click on the 🔓︎ Change my password option. Enter your current password. Enter your new password. Confirm by clicking Save.
Which invoices are present in the "In Processing" list?
Published March 28th, 2024 by SY Support
The issued or received invoices present in the In Processing list are: Issued invoices: invoices in workflow (processed via a supplier processing workflow), pending signature, pending clearance (submission for clearance check with the competent authority), pending archiving. Received invoices: invoices in workflow (processed via a customer processi
How can I update my user account information?
Published March 27th, 2024 by SY Support
To update your user account information: Click on the user profile icon. Select My Account. Edit the desired information. Confirm by clicking Save.
How can I know if I have a new message on one of my orders?
Published January 9th, 2025 by SY Support
In the orders list, the Messaging option is represented by the column showing speech bubble icons.When a new message is received, the icon on the line of the relevant order appears in blue. The icon changes color depending on the event: Blue: unread messages. Gray: history with read messages. White: no conversation history. ⚠️ The absence of an icon
Can I manage multiple companies with the same user account?
Published March 28th, 2024 by SY Support
You can manage multiple companies with the same user account, provided that the required profile has been assigned to you: Member account on SY: to manage all the companies of a member account, you must have the Administrator profile on that account. Guest account on SY: to manage a company and its respective facilities, you must have the Manager p
How can I know if the invoice has been sent, received, or processed by my customer?
Published March 28th, 2024 by SY Support
To find out if an invoice has been sent, received, or processed, you can check its status. Each status provides information on the progress of its processing.
How can I edit a group of companies or facilities?
Published March 28th, 2024 by SY Support
⚠️ Groups displayed in italics cannot be modified. To edit a group of companies or facilities: Click on the user profile icon. Select Group Management. Click on the group you want to edit. Edit the desired information. Confirm by clicking Save.
What are the different statuses of an order?
Published March 28th, 2024 by SY Support
The main statuses of an order are: To be processed: the order has been sent to the supplier. Cancelled: the order has been cancelled by the customer. Invoiced: the order has been fully invoiced by the supplier. Partially invoiced: part of the order was invoiced by the supplier. Your customer or supplier may have enabled options that provide addition
Where is the data stored by SY hosted?
Published March 28th, 2024 by SY Support
All SY data is hosted in Cegedim’s data centers, located in France.
How to enter an email address for receiving invoices?
Published September 18th, 2025 by SY Support
If you want to receive your supplier invoices at an email address, you must register the address on the SY portal. Click on the user profile icon. Select Companies. Fill in the PDF invoice reception by email section. Click Save. The registered address will be used for receiving invoices.
How can I allow my colleagues to access the company’s SY account?
Published March 28th, 2024 by SY Support
To allow your colleagues to access the company’s SY account, you must create a user account for each person concerned. 💡 See How to create a user account?
How can I know if I have a new message on one of my invoices?
Published March 28th, 2024 by SY Support
In the invoices list, the Messaging option is represented by the column showing speech bubble icons. When a new message is received, the icon on the line of the relevant invoice appears blue. The icon changes color depending on the event: Blue: unread messages. Gray: history with read messages. White: no conversation history. ⚠️ The absence of an ic
What should I do if I have lost my invitation?
Published March 27th, 2024 by SY Support
If you have lost the invitation email to register on SY, you can have it resent by: The client/supplier who sent the invitation. Customer support.
How am I informed if my invoice is rejected?
Published March 28th, 2024 by SY Support
💡 Activate the Invoice in Error notification to be alerted by email when an invoice is rejected or non-compliant. SY informs you of a rejected invoice in several ways: A notification appears on the homepage: Invoice Non-Compliant. In the invoices list, rejected invoices display the status Non-Compliant. Through the Non-Compliant Invoices or Rejected
Can I restrict users' access to certain facilities of my company?
Published March 28th, 2024 by SY Support
To restrict a user's access to certain facilities of a company, you must create a group that includes the facilities you want to grant access to, and then assign the user in question to that group. 💡 See How to create a group of facilities? and How do I change a user's permissions?
How to track the processing of invoices submitted on SY?
Published March 28th, 2024 by SY Support
To track the processing of your invoices, you can consult: The Customer Invoices tab > In process to view invoices being processed by the dematerialization platforms. The Dashboard or the Customer invoice tracking list in the Customer Invoices tab. The functional status displayed on the invoice line. The Customer Invoices indicators visible on th
I no longer wish to use SY. How can I retrieve all my invoices?
Published March 28th, 2024 by SY Support
You can request at any time the return of all your documents stored in SY. To do so, please create a support ticket with customer support. 💡 Even if you stop using SY, your invoices and documents are preserved and remain accessible for the entire legal retention period (10 years).
Are invoices sent on SY legally recognized?
Published March 28th, 2024 by SY Support
SY verifies the tax compliance of invoices, in terms of the presence of mandatory information. However, the user undertakes to ensure that all data extracted from the invoice is present on the PDF invoice. ⚠️ Under the Audit Trail dematerialization method, the taxable person is responsible for implementing controls to establish a link between the in
How do I check the reason for rejecting an invoice?
Published March 28th, 2024 by SY Support
To view the reason for a rejected invoice, you can check the Rejection Reason column in the invoice list or refer to the received Non-compliant Invoice email (if the Invoice Error notification was activated). 💡 To add the Rejection Reason column to the invoice list: From the invoice list, click on Manage Columns. Check Rejection Reason. Return to th
What is SY’s commitment regarding the payment of my invoice?
Published March 27th, 2024 by SY Support
Cegedim acts as an operator to ensure the control and transmission of invoices between the supplier and the customer. Using the SY portal services does not create any obligation for Cegedim regarding the payment of invoices. Therefore, Cegedim cannot be considered a party to any transaction related to the content of the invoices. Accordingly, in the
What is SY’s commitment regarding the delivery of my invoice?
Published March 27th, 2024 by SY Support
Cegedim ensures that invoices are processed by SY upon receipt. The delivery time depends on the document’s status and the various processing steps, such as data extraction or external validation by the customer or supplier.
How are the purchase/order or contract numbers on the invoice checked?
Published March 28th, 2024 by SY Support
We check the purchase/order or contract numbers according to the rules defined by each of your customers: Check for the presence of the reference Check for the presence and format of the reference Check for the presence and inclusion in the list of references provided by the customer ⚠️ It is the responsibility of your customers to provide you with
How to resend an invoice by email?
Published September 18th, 2025 by SY Support
To resend an invoice by email: From the invoices list, open the relevant invoice. Click Resend by email. Enter the recipient's email address. Write the content of the message. Click Send. The invoice will be sent to the specified address.
How to delete a user account?
Published August 14th, 2025 by SY Support
⚠️ Only users with the Manager profile can delete a user account. Click on the user profile icon. Select User Management . On the line of the account to be deleted, click on the trash can icon. Confirm your choice by clicking on Confirm . The user and their account will be deleted and they will no longer have access to SY. 💡 If you wish to close you
How to issue a credit note?
Published March 27th, 2024 by SY Support
To issue a credit note, you can either upload an existing file or create one while invoicing an order: a) To upload an existing file: Click on Customer Invoices. Click Upload. Select the customer to be invoiced. Specify the company/branch issuing the invoice, if applicable. Click Browse. Upload the document. Confirm by clicking Upload Files. The do
Error Email "Unable to Identify Issuing Company"
Published March 28th, 2024 by SY Support
After sending an invoice by email, you may receive an error email Unable to Identify Issuing Company. This error message means that SY is unable to identify the establishment or company issuing the invoice. To allow identification of the relevant account, you must include the identifier provided by SY in the subject of your emails. This identifier i
How can I retrieve my login credentials?
Published September 18th, 2025 by SY Support
On the SY portal login page, you have two links to help you recover your username or password: I forgot my username I forgot my password For invited companies, the login credentials are also included in the invitation email sent by the client/supplier.
What is SY archiving via electronic vault?
Published September 19th, 2025 by SY Support
Each company registered on SY automatically has an electronic vault, which stores a copy of every document issued or received. This vault ensures the preservation, security, and traceability of the information it contains. SY also complies with the legal archiving obligations of the country where the company is domiciled, particularly regarding tax
How long does it take for an invoice to be processed by SY?
Published March 27th, 2024 by SY Support
Invoices are processed on the same day they are entered/uploaded on the portal or sent by email. Data extraction from PDF invoices (uploaded or sent by email) is generally completed within 1–2 business days. Invoices entered on the portal and approved on the same day are usually forwarded to the client the same day.
Who can view the information about my company provided on SY?
Published March 27th, 2024 by SY Support
The information about your company provided on SY is visible to all user accounts within your company, as well as to the Cegedim teams in case of a support request.
Can I scan an invoice to upload it to the portal?
Published March 27th, 2024 by SY Support
The invoice/credit note uploaded to the portal must not be in scanned format but in text PDF format. If you upload a scanned file, it will not be compliant and will be rejected with the reason Document not eligible.
Can I correct an invoice that shows the status "Non-compliant"?
Published March 28th, 2024 by SY Support
An invoice with the status Non-compliant is an invoice that has not been sent to the customer because it contains a legal or business error. You cannot correct a non-compliant invoice; you must issue a new invoice. 💡 After issuing a new invoice, you can mark the status of the old non-compliant invoice as “resolved”. See How to mark the status of a "
What dematerialization method does an “unsigned PDF” correspond to?
Published March 28th, 2024 by SY Support
An unsigned PDF corresponds to the trusted audit trail mode. The reliable audit trail corresponds to the implementation by the taxable person of controls enabling a link to be established between the invoice and the delivery of goods or the provision of services in order to ensure the authenticity of its origin, the integrity of its content and its
Can I upload or send a signed PDF by email?
Published March 27th, 2024 by SY Support
Yes, signed PDFs are accepted.
Can I receive my customers' orders on SY?
Published March 27th, 2024 by SY Support
You have the ability to send or receive orders on SY. SY's features for order management are: Sending/receiving orders Response to the order (full or partial confirmation, refusal) Invoice generation from an order received (POFLIP) Publication of goods receipt slips to the supplier Generation of supplier shipping notices from the order Generation of
Why is my password not allowed ?
Published March 27th, 2024 by SY Support
To be valid, the password must meet the following security requirements: Be made up of at least 8 characters Include characters from 1 to 4 of the following categories: Lowercase characters Uppercase characters Numbers Special characters (` ~ ! @ # $ % ^ & * ( ) _ - + = { } [ ] \ | : ; " ' < > , . ? / £) Do not be one of the last six passw
How to create a group of facilities ?
Published July 28th, 2025 by SY Support
⚠️ Only users with the Manager or Administrator profile can create facility groups. To create a facility group: Click on the user profile icon. Select Group Management. Click + Add a group. Complete the Information section. In Group Type, select Facility Group. Enter the relevant company. Select the facility to add. Add the selection using the Chec
How can the tax authorities access my invoices in the event of an audit?
Published March 28th, 2024 by SY Support
As part of a tax audit, you can download from SY a file containing all the original invoices. From the invoice list, click Export. Select All originals in a .zip file. A file containing all the originals will then be downloaded to your computer.
How does SY ensure the confidentiality of uploaded documents?
Published March 27th, 2024 by SY Support
The SY portal is hosted in France, within CEGEDIM’s data centers.Its three-tier architecture, combined with the security measures of the CEGEDIM infrastructure, ensures a high level of data protection.
How to delete a company or facility group?
Published March 28th, 2024 by SY Support
⚠️ Default groups and groups created from invitations cannot be deleted. You can delete a company group or a facility group that you created, provided that no users are assigned to that group. To delete a group: Click on the user profile icon. Select Group Management. Verify that the relevant group has no users assigned. Click on the trash icon. Con
What do the Customer Invoices indicators correspond to?
Published March 28th, 2024 by SY Support
The display of certain indicators varies depending on: ● whether or not the company is a member of the SY network (member or guest) ● the activation of certain functionalities (for example, order management or validation workflow) ● of the user profile ⚠️ The data displayed by the indicators is based only on the companies/establishments to which the
How do I create my company's establishments?
Published July 8th, 2025 by SY Support
In the SY portal, an establishment is a structure that is legally (with a SIREN number) and financially dependent on a company. Therefore, if your company has several establishments that manage their invoicing independently, in the portal, you can restrict the processing of invoices from each establishment to authorized users only. The creation of e
How to exchange a message about an invoice?
Published March 28th, 2024 by SY Support
⚠️ The Messaging feature is not available to all users. To send a message about an invoice: From the invoice list, click on an invoice to open it. Click the Messaging button. Write your message. Add attachments if needed. Click Send. 💡 Enable the Invoice messages notification to be informed by email when you receive a message about an invoice.
How do I confirm an order?
Published March 28th, 2024 by SY Support
⚠️ To be able to confirm an order, your customer must activate the Order Response option. To confirm a received order: From the order list, click on the relevant order. Click on Confirm. Fill out the form. Click on Confirm. Validate the submission by clicking Send. The order status will change from To be processed to Confirmed or Partially confirmed
When submitting invoices, what is the "Reference" field?
Published March 28th, 2024 by SY Support
The Reference field is an optional field that allows you to give a name to an invoice in order to identify it more easily during the processing process. 💡 Use a meaningful and unique value for each document.
How to pay an invoice on SY?
Published September 18th, 2025 by SY Support
⚠️ The Online Payment feature is subject to conditions. See Can I pay my invoices on SY? You have two options to pay an invoice from the SY portal: 1) From the supplier invoices list: On the line of the relevant invoice, click the Credit Card icon. You will be redirected to the Online Payment service. Enter your details. Make the payment. 2) From an
As a client, how can I access my shipping notices?
Published March 28th, 2024 by SY Support
There are two options to access your shipping notices: 1) From the homepage: Click on the Supplier Orders tab. Select Shipping Notices. You will access the list of all available shipping notices. On this page, you can: Filter the list of available notices Export all or part of the available notices 2) From the order list (orders with status “Shipped
Guest Customer: Why and how to mark an invoice as read?
Published July 7th, 2025 by SY Support
You have the option to mark a received invoice as read to make it easier to identify invoices already viewed.The Read or Unread indicator is visible to all users in your organization but is not shared with your provider. There are two options to mark a received invoice as read: 1) From the list of supplier invoices: Check the line of the invoice con
Why can’t I exchange messages on certain invoices?
Published March 28th, 2024 by SY Support
You cannot exchange messages when the Messaging feature is not activated or when the customer/supplier has not authorized the exchange.
Where can I find the customer's email address to send invoices?
Published September 19th, 2025 by SY Support
If your customer allows invoices to be sent by email, the address to use is visible on their customer record. Click on the Clients section. Select the relevant customer. The email address to use is shared in the Possible Transmission Methods section.
What is PO FLIP?
Published March 28th, 2024 by SY Support
The term PO FLIP (Purchase Order Flip) refers to generating an invoice from a received order. POFLIP allows for simplified invoice entry since certain fields will be automatically filled in from the order, such as the order number or information concerning the items ordered.
If I don't have an invoicing tool, can I use the portal to enter an invoice?
Published March 27th, 2024 by SY Support
The Enter Invoice feature is optional; it is the customer who decides whether to activate it or not. 💡 To view the invoice transmission methods chosen by a customer, consult the Possible transmission methods section on the Customer information sheet ( Customers tab).
How to unlock a blocked user account?
Published March 28th, 2024 by SY Support
⚠️ After five unsuccessful login attempts, the user account is locked for 30 minutes. A user account with the Manager profile can unlock a blocked account without delay: Click on the user profile icon. Select User Management . Click on the locked account line to access the details. Click Unlock . The status of the blocked account will change from Lo
What is the "Additional Information" section of the "Companies" tab for?
Published March 28th, 2024 by SY Support
The Additional Information section of the Companies tab allows you to: collect legal and mandatory information on invoices (depending on the country) set default values for recurring information (bank details, payment method, etc.). 💡 Complete this section to have the information automatically filled in each time an invoice is entered.
The company manager on SY is leaving the company. How do I assign this profile to another user?
Published July 28th, 2025 by SY Support
Any user account with the Manager profile can assign profiles to other users. The manager can then assign this profile to another user before their departure, otherwise, contact Cegedim to make the change. ⚠️ Don't forget to ask Cegedim to delete any user accounts of people permanently leaving the company, in order to close their access to the SY po
What is a billing mandate and why do I need to sign one?
Published March 28th, 2024 by SY Support
An invoicing mandate is a contractual document by which one company (principal) authorizes another company (agent) to issue invoices on its behalf. The invoicing mandate allows CEGEDIM to be entrusted with the physical production of invoices and their archiving. ⚠️ Signing the billing mandate is mandatory to be able to submit invoices on SY.
What do the Customer Order indicators correspond to?
Published January 10th, 2025 by SY Support
The display of certain indicators may vary depending on: the user’s profile the company’s membership in the SY network (member or invited) the activation of certain features (order management, validation workflow, etc.) ⚠️ The data displayed by the indicators is based only on the companies/branches the user has access to, according to their permissi
What is the cost of SY?
Published March 27th, 2024 by SY Support
Registration on SY, as well as sending and receiving invoices, is free for guest accounts: customers and suppliers invited by SY members.
As a supplier, how can I access my delivery receipts?
Published March 28th, 2024 by SY Support
There are two options to access your delivery receipts: 1) From the homepage: Click on the Customer Orders tab. Select Delivery Receipts. You will access the list of all available delivery receipts. On this page, you can: Filter the list of available receipts Export all or part of the available receipts 2) From the order list (orders with status “Re
How to set up email notifications?
Published March 27th, 2024 by SY Support
⚠️ Users with the Manager or Administrator profile receive all notifications, even if they disable them. To configure email notifications: Click the user profile icon. Select My Account. In the Preferences section, enable the notifications you want to receive. Click Save to confirm. You will only receive the notifications you have activated by email
How can I stop receiving invitations and avoid being contacted?
Published March 27th, 2024 by SY Support
Invitations to register on SY are sent by your clients/suppliers in order to register your company on SY and enable the exchange of documents via the portal.You can ignore these invitations or contact your client/supplier directly to stop being contacted.
What search filters are available for invoices?
Published March 28th, 2024 by SY Support
The available filters to perform a search in the invoice list are as follows: Functional status Invoice number Company Customer/Supplier Date Type (invoice, credit note, etc.) Warning Amount Currency Order reference Customer dematerialization (type) Invoice messaging Read/Unread
As a guest, can I send my invoices to my client by email?
Published July 8th, 2025 by SY Support
If a client allows it, you have the option to send them your invoices and their attachments directly by email, without logging into the SY portal. To do this, you must choose a sending email address. This can be: At the address associated with the account of a SY portal user who is part of your company; To the address associated with your billing sy
Can I pay my invoices on SY?
Published September 18th, 2025 by SY Support
Paying invoices from the SY portal is only available if the following conditions are met: Your supplier has enabled this feature for their clients. Your company and your supplier’s company are part of the SEPA zone. The invoice currency is in euros. The invoice is to be paid directly to the supplier (no intermediary). If these conditions are met, th
Errors When Validating an Invoice Created from an Order
Published March 28th, 2024 by SY Support
When creating an invoice from an order (POFLIP), SY uses the data from the order. If you modify any of this data while editing the invoice, SY will display a list of errors detected (blocking or non-blocking) during invoice validation. If the errors are blocking, correct the data using Edit My Invoice. If the errors are non-blocking, you can still v
I cannot modify the information of the user I want to create
Published March 28th, 2024 by SY Support
When creating a user, if the email address provided corresponds to an existing SY account, the registration form is automatically filled with the retrieved information. These details cannot be modified since it is an existing account.
I forgot my password
Published March 27th, 2024 by SY Support
If you have lost your password, you can request a reset at any time from the login screen on the SY page: Click on the I forgot my password option. Enter the company username on SY. Confirm by clicking Reset my password. A link to create a new password will be sent to the email address associated with the provided company username.
Why is a Warning icon displayed on some invoices?
Published July 25th, 2025 by SY Support
To help you prepare for the French electronic invoicing reform, you can now check that the invoices you issue or receive and which fall within this field contain the information required by the reform. When SY's checks reveal discrepancies on these invoices, a Warning icon appears in the portal's invoice tracking screens to alert you. By accessing t
What is a group ?
Published March 28th, 2024 by SY Support
A group refers to a set of entities. It can be a group of companies or a group of establishments (of a company). The purpose of creating groups is to define a scope for users; they will only have access to the documents of the companies/establishments of the group to which they belong. Groups can be created in two ways: a) Automatically For SY membe
How to submit an invoice on SY?
Published September 9th, 2025 by SY Support
To submit an invoice on SY: Click on Customer Invoices. Click Submit. Select the customer to be invoiced. Specify the company issuing the invoice, if applicable. Specify the establishment issuing the invoice, if applicable. Click Browse. Upload the document. Validate by clicking Submit Files. The document will be sent to Cegedim for review. You will
What search filters are available for orders?
Published September 19th, 2025 by SY Support
The available filters to perform a search in the order list are as follows: Processing status Tracking status Order number Company Customer/Supplier Date Amount (excl. tax) Currency Order messaging
What do the Supplier Order indicators correspond to?
Published January 10th, 2025 by SY Support
The display of certain indicators varies depending on: ● whether or not the company is a member of the SY network (member or guest) ● the activation of certain functionalities (for example, order management or validation workflow) ● of the user profile ⚠️ The data displayed by the indicators is based only on the companies/establishments to which the
Why can’t I choose the method of invoice dematerialization?
Published September 19th, 2025 by SY Support
As a company invited to the SY portal by your customer/supplier, you do not have the possibility to choose the method of dematerialization. This choice belongs exclusively to the customer/supplier who invited your company.
As a client, how can I access my delivery receipts?
Published March 28th, 2024 by SY Support
There are two options to access your delivery receipts: 1) From the homepage: Click on the Supplier Orders tab. Select Delivery Receipts. You will access the list of all available delivery receipts. On this page, you can: Filter the list of available receipts Export all or part of the available receipts 2) From the order list (orders with status “Re
How to reject a customer order?
Published September 18th, 2025 by SY Support
To reject a received order: From the orders list, click on the relevant order. Click Reject. Enter a comment for the customer. Confirm by clicking Reject and send. The order status will change from To process to Confirmed or Partially confirmed.
How do I add my company’s bank details?
Published July 8th, 2025 by SY Support
To avoid having to specify all of the information related to your company each time you enter a new invoice, you can define an invoice template that includes your company logo, billing address, bank details, etc. To add your company's bank details: Click on the user profile icon. Select Businesses . Click on the Additional Information tab. Complete
How to declare the cancellation of a collection on an invoice?
Published July 24th, 2025 by SY Support
It may be necessary to cancel the collection on an invoice, following a reconciliation error or fraudulent payment. To do this: 1. Click Customer Invoices > Customer Invoice Tracking . The invoice tracking screen appears. 2. Select the invoice in question, click on the three small dots at the end of the line, then click on Cancel a collection. 3.
How do I access my customer invoices?
Published July 31st, 2025 by SY Support
To access the list of invoices issued to customers: Click on the Customer Invoices tab. Select Customer Invoice Tracking . Click on an invoice to view the details. 💡 Easily download all or a selection of issued invoices with the Export button. From the invoice list, you can: Filter the list of orders Check order status Export all or part of the co
What do the different user profiles correspond to?
Published August 13th, 2025 by SY Support
Each user can be assigned permissions to secure access and actions on invoices issued or received from the SY portal. These permissions, called profiles, correspond to the actions that the user can perform within the invoicing scope for which they are responsible and vary depending on the features enabled for your company. Only one profile is availa
Where can I view the invoice transmission methods chosen by my client?
Published July 31st, 2025 by SY Support
To view the invoice transmission methods chosen by your customer: Click on the Customers tab. Select the relevant customer. See the Possible Transmission Modes section. 💡 Sending invoices by email is only possible for suppliers whose customer has activated the option.
What is an establishment?
Published July 31st, 2025 by SY Support
An establishment is a structure (with a SIRET number), legally and financially dependent on a company or business. However, it is possible for establishments of the same company to manage their invoicing on SY independently for the purpose of invoicing compartmentalization. As a Manager or Administrator , you will be able to: Create the establishmen
How do I add the "resolved" note to the "Rejected" invoice status?
Published July 8th, 2025 by SY Support
An invoice with a Rejected status is an invoice that could not be dematerialized because the data reading failed.After correcting the error, you can add “resolved” to the invoice status. From the invoice list, check the box on the line of the invoice in question. Click the three dots icon to the right of the line. Select Mark as resolved . The funct
What are the different user profiles? (guest accounts)
Published August 13th, 2025 by SY Support
Each user can be assigned permissions to secure access and actions on invoices issued or received from the SY portal. These permissions, called profiles, correspond to the actions that the user can perform within the invoicing scope for which they are responsible and vary depending on the features enabled for your company. For guest accounts, three
What do the different user profiles correspond to? (member accounts)
Published August 13th, 2025 by SY Support
Each user can be assigned permissions to secure access and actions on invoices issued or received from the SY portal. These permissions, called profiles, correspond to the actions that the user can perform within the invoicing scope for which they are responsible and vary depending on the features enabled for your company. For member accounts, three
What do the Supplier Invoice indicators correspond to?
Published July 7th, 2025 by SY Support
The display of certain indicators varies depending on: ● whether or not the company is a member of the SY network (member or guest) ● the activation of certain functionalities (for example, order management or validation workflow) ● of the user profile ⚠️ The data displayed by the indicators is based only on the companies/establishments to which the
How do I access my supplier invoices?
Published July 31st, 2025 by SY Support
To access the list of invoices received from suppliers: Click on the Supplier Invoices tab. Select Supplier Invoice Tracking . Click on an invoice to view the details. 💡 Easily download all or a selection of issued invoices with the Export button. From the invoice list, you can: Filter the list of orders Check order status Export all or part of th
How to declare a collection on an invoice?
Published July 24th, 2025 by SY Support
You have the option of declaring a total or partial collection on an issued invoice: Click on the Customer Invoices tab. Select Customer Invoice Tracking . Open the relevant invoice. At the very bottom, tap Report a Collection . Enter the amount collected (total or partial). Indicate the collection date. Press Validate . The functional stat
How to view shipping notices?
Published September 11th, 2025 by SY Support
To view the shipping notices related to your supplier orders: Click on the Supplier Orders section. Select Shipping Notices. The list of all available notices will then be displayed on the screen.
Can I use SY to send my invoices to Chorus Pro?
Published March 27th, 2024 by SY Support
Outside of SY, Cegedim offers the implementation of an EDI connector between the information system and its GIS platform. Setting up this service is recommended when the company issues at least 1,000 invoices per year to the public sector. If you are interested in this service, please contact our sales department: contact.gis@cegedim.com
Why can't I send invoices to my client?
Published July 23rd, 2025 by SY Support
Before you can send invoices to your customer, they must select the electronic invoice delivery method they accept on the portal. You can then submit invoices in the authorized format(s).
Where can I view the dematerialization methods chosen by my client?
Published July 31st, 2025 by SY Support
To view the dematerialization methods chosen by your client: Click on the Customers tab. Select the relevant customer. See the Accepted dematerialization methods section. 💡 If your customer accepts several methods of dematerialization, you will be asked to choose a method when you first submit your invoice.
How do I delete my SY account?
Published March 27th, 2024 by SY Support
In accordance with GDPR and the protection of user rights, you can request the deletion of your SY account by contacting customer support.
Who can change company information?
Published March 28th, 2024 by SY Support
Only user accounts with the Manager or Administrator profile can modify company information saved on SY.
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