Turn ON if you have a URA TIN & EFRIS account. OFF = use for Manager.io item setup only.
As registered with URSB
EFRIS Credentials — from your URA EFRIS portal
Your 10-digit URA Taxpayer ID — on your URA registration certificate
Log into efristest.ura.go.ug (or efris.ura.go.ug) → Device Management → My Devices → copy the DSN
Same password you use to log into the EFRIS website
Business Registration Number from URSB — leave blank if you don't have one
Tax & Mode
VAT Registered
Business charges 18% VAT
Sandbox / Test Mode ✓
Recommended until you go live
⚠ Keep Sandbox ON until you have tested 3+ invoices.
Manager.io Connection
✓ Relay server is running — this page is served by it.
The URL of your Manager.io server + /api2. Common: http://localhost:8080/api2 (desktop) · http://localhost:8090/api2 (Docker). Check Manager's address bar for the right host/port.
In Manager: Settings → API Keys → Add Key → copy the token. ⚠ You only see the token once — copy it immediately.
🧾 Invoice Details
Invoice No.
—
Date
—
Customer
—
Currency
—
Total
—
💱 Non-UGX detected. Enter today's exchange rate:
✓ Already submitted — FDN:
↩ Issue Credit Note
Original FDN:
This will create a credit note on URA EFRIS cancelling the original e-Receipt, and record it in Manager.io for the tax official to review.
✓ Successfully submitted to URA EFRIS
Fiscal Document Number (FDN)
Verification Code: —
❌ Submission Failed
📋 EFRIS Status
Open an invoice to see its status
🕵 Verify Taxpayer TIN
🌐 Global Integration Mode: Instantly configure items for Manager.io. For unique pricing categories (like Per Person, Per Couple, or Per Adult), type your custom text in the Package Unit box and select the green custom option row.
💡 EFRIS mode is off. Items will sync to Manager.io only. To enable EFRIS fiscal receipting, go to Settings → Registered on EFRIS.
1Segment
2Family
3Class
4Commodity
5Details
Step 1 — Industry Segment
💡 Type at least 3 characters to search — e.g. "Tra" for Travel, "Hea" for Healthcare, "Fin" for Financial Services
Step 2 — Family
Step 3 — Class
Step 4 — Commodity
Step 5 — Product / Service Details
💡 Sync to Manager.io to make the item usable on invoices. Register on EFRIS to add it to the URA goods registry (requires EFRIS credentials in Settings). You can do either or both.
📋 My Items 0 items
📥 Import Existing Manager.io Items
Pull items already in Manager.io and configure their EFRIS commodity codes here.
🔍 Search EFRIS Registered Goods (T131)
Search goods already registered in EFRIS under your TIN.
Code
Name
Commodity
UOM
Price
Cur
Type
VAT
Mgr
EFRIS
Actions
No items yet. Use Configure tab.
🔢 Document Number Series
Define how your invoice and receipt numbers are generated. Each series has its own prefix, division or project code, date component and auto-incrementing counter.
New Number Series
Your business initials or brand code
Optional — leave blank if not needed
Optional — for project-based billing
Counter starts here — use 1 unless continuing an existing sequence
Preview
AS-TOUR-2026-0001
Next number that will be generated
⚙ Initial Setup — Step by Step
1
Get your Manager.io Access Token
Open Manager.io in a new tab. Go to Settings → API Keys → Add API Key. Give it any name (e.g. "EFRISConnect"). Copy the long token that appears — you only see it once. 💡 If you don't see API Keys, you are on Manager Cloud. Go to your business → Settings → API → Add Key.
2
Get your Manager.io Endpoint URL
This is the address EFRISConnect uses to talk to Manager. Common values: http://localhost:8080/api2 — Manager on the same computer http://localhost:8090/api2 — Manager in Docker http://YOUR-SERVER-IP:8080/api2 — Manager on a local server 💡 Open Manager, look at the address bar — use that hostname and port, add /api2 at the end.
3
Get your URA EFRIS credentials
TIN — your 10-digit URA Taxpayer Identification Number (on your URA registration certificate). Device Number (DSN) — open efristest.ura.go.ug (sandbox) or efris.ura.go.ug (live) → log in → Device Management → My Devices. Your DSN looks like 1234567890_01. Password — the same password you use to log into the EFRIS portal.
4
Add the EFRISConnect button in Manager
In Manager go to Settings → Custom Buttons → New Custom Button.
Set Name: EFRISConnect (or "Submit to EFRIS")
Set Placement: Sales Invoices (list) or Sales Invoice (single document)
Set URL: your EFRISConnect HTTPS address — e.g. https://YOUR-DOMAIN/extension ⚠ Manager requires HTTPS for custom buttons. If you see a sad-face icon, the URL is not HTTPS. Use your Cloudflare/domain URL, not http://localhost.
5
Create Manager Custom Fields for EFRIS data
These fields let EFRIS data (FDN, verification code, QR) be saved back into your Manager documents.
Go to Manager → Settings → Custom Fields → Sales Invoices → Add Custom Field. Create these fields (spelling must match exactly): Fiscal Document Number — type: Text Verification Code — type: Text QR Code — type: QR Code (this renders as a scannable barcode on PDFs) Submission Date — type: Text Status — type: Text 💡 Repeat for Sales Receipts if you use receipts as well.
6
Run through First-Time Setup
Click Settings if you've already completed setup, or re-open EFRISConnect to run the setup wizard. Fill in all fields. Test the Manager connection — it should show ✓ Connected. Save & Start.
📤 Submitting a Receipt or Invoice
1
Open a Sales Invoice in Manager
In Manager, go to Sales → Sales Invoices. Open the invoice you want to submit. Click your EFRISConnect custom button — the invoice details will load automatically in EFRISConnect.
2
Set the Customer Type
EFRISConnect auto-detects the customer type from the invoice, but you can override it: Walk-in / Local — individual Ugandan customer, no TIN Business (B2B) — company with a TIN Government (B2G) — Ministry, department, or government body Foreign / Tourist — non-Ugandan customer (enter passport number) 💡 For B2B/B2G customers, enter their TIN so URA can match the transaction.
3
Foreign currency invoices
If the invoice is in USD, EUR, or another currency, an exchange rate box will appear. Enter today's Bank of Uganda rate, or click Auto-fetch to pull it automatically. 💡 URA requires all amounts in UGX equivalent. The rate is used only for EFRIS — your Manager invoice stays in the original currency.
4
Preview, then Submit
Click Preview T109 to see exactly what will be sent to URA — check item codes, amounts, and VAT. When ready, click Submit to URA EFRIS. Allow 10–20 seconds for URA to respond.
5
You receive a Fiscal Document Number (FDN)
On success, URA returns an FDN and Verification Code. EFRISConnect automatically saves these to your Manager invoice custom fields. The document title in Manager is updated to e-Receipt (non-VAT) or Tax Invoice (VAT-registered).
6
Print the professional receipt (optional)
After submission, click Print Professional Receipt / PDF. A clean, branded A4 receipt opens in a new tab with the QR code already embedded. Use your browser's Print → Save as PDF.
📦 Configuring Goods & Services
URA requires every item on a fiscal receipt to be registered in the EFRIS goods registry with a commodity code. Do this once per item type.
1
Go to Goods tab → My Items
This shows items you have already configured. Each item needs an EFRIS Commodity Code (from URA's goods classification tree) to be accepted by URA.
2
Add a new item
Click Add / Edit Item. Fill in: My Product Code — your internal code (e.g. SVC-001) Item Name — how it appears on invoices Category — choose Goods or Services Unit of Measure — e.g. Each, Hour, Day, Person
Then click Choose EFRIS Commodity Category to browse URA's classification tree and select the right code.
3
Search already-registered items (T131)
Use the Search EFRIS Registry box to check if an item is already registered on EFRIS under your TIN. Enter a keyword — results show the commodity code, name, and unit.
4
Sync to Manager.io
Click Sync to Manager to create or update the item in Manager as a Non-Inventory Item. Enable Also register in EFRIS goods registry to send it to URA's T130 registry at the same time. ⚠ Items must exist in EFRIS before they can appear on a fiscal receipt. URA rejects invoices with unregistered item codes.
👥 Customer Types & Manager Custom Fields
URA requires each receipt to declare the type of buyer. EFRISConnect auto-detects this from the invoice, but you can also set it permanently on a Manager customer.
Auto-detection rules:
• Customer has a TIN → B2B (business)
• Customer name contains "Ministry", "Authority", "Department", "Government" → B2G
• Invoice has a Passport field → Foreign
• None of the above → Walk-in / Local
A
Set Customer Type permanently in Manager
Create a custom field on Customers: go to Manager → Settings → Custom Fields → Customers → Add Custom Field.
Name it Customer Type, type: Text.
Then on each customer record set it to one of: B2C, B2B, B2G, or Foreign.
EFRISConnect will read this field and use it automatically — no manual selection needed each time.
B
B2B — Business customers
Enter the customer's URA TIN. EFRISConnect can verify it (Verify TIN button) — URA returns the registered business name, which you can use to confirm you have the right company.
C
B2G — Government customers
Enter the Ministry or Department name in the field provided, and their TIN if available. Government bodies are exempt from certain taxes — URA uses the B2G designation to track this.
D
Foreign / Tourist customers
Enter the customer's passport number and nationality/country. This is required by URA for all non-Ugandan buyers. The receipt will be marked as a foreign transaction — no TIN is required.
🔧 Troubleshooting
!
Sad face / broken icon in Manager panel
Manager only shows custom button content over HTTPS. The URL you entered must start with https:// — not http:// and not localhost. Use your Cloudflare Tunnel or domain URL. The correct URL is shown in Settings under "Extension URLs".
!
Authentication failed / rc:58 or similar
Check your TIN, Device Number (DSN), and EFRIS Password in Settings. The Device Number must match a device registered under your TIN on the EFRIS portal. Log into efristest.ura.go.ug → Device Management to confirm.
!
rc:2981 — wrong unit of measure
This means URA rejected the unit of measure for your item. For services the correct unit code is 101 (Unit). Go to Goods tab, edit the item, and re-sync it.
!
rc:41 — item code not in EFRIS registry
At least one item on the invoice has not been registered in EFRIS. Go to the Goods tab, find the item, enable Also register in EFRIS goods registry, and sync it. Then re-submit the invoice.
!
Manager not saving FDN / "Manager save failed"
Two things to check:
1. Access Token — verify it in Settings → System → Test Manager Connection.
2. Custom Fields — the fields Fiscal Document Number, Verification Code, QR Code, Status, and Submission Date must exist on Sales Invoices (and Sales Receipts) in Manager Settings → Custom Fields.
!
Invoice was already submitted (duplicate)
URA rejects a second submission for the same invoice. If you need to reverse a receipt, use the Credit Note button on the Status tab — this cancels the original with URA and records a reversal in Manager.
!
Switching from Sandbox to Production
Once you have tested at least 3–5 invoices successfully in sandbox, go to Settings and turn off Sandbox Mode. All submissions will then go to the live URA EFRIS system. Your TIN, Device Number and Password remain the same.
🏢 Business
🔐 EFRIS Credentials
🔗 System
Extension URLs: 🌐 Cloudflare (use this in Manager): https://YOUR-DOMAIN/extension Local HTTP: http://localhost:3000/extension
Registered on EFRIS
Enable fiscal receipting & goods registry features
VAT Registered
18% VAT on sales
Sandbox Mode
EFRIS test environment
📋 Select an Invoice to Submit
Tap an invoice below to load it, or create a new receipt directly.
✓ Server is online — YOUR-DOMAIN
Use this URL in Manager custom button: https://YOUR-DOMAIN/extension
If you see a sad face icon, go to Manager → Settings → Custom Buttons → verify the URL is exactly as above.