How Magi Works

There are two doors into Magi, and they exist for different moments. Neither is "wrong" - pick whichever matches where you are right now.

They are not in competition - they are connected. If you start in the File Portal using the same EIK you later register a real company with, Magi links your old session to the new company automatically. Nothing you already sent or discussed is lost.

Click New session and you will see a short, four-field form - nothing more:

• Company name - so you and Magi both know which company this is
• EIK / Bulstat - the company's registration number
• Reporting period - the start and end date the files cover
• Accounting or warehouse software - e.g. ALMA, Microinvest, or anything else you use

Submit the form and your session is created instantly - no waiting, no approval step. You land straight in your new workspace, ready to upload.

Every session opens on the same workspace. At the top is a short guide - a list of the report types Magi may need (chart of accounts, sales and purchase journals, customer and supplier lists, stock movements, and more), each one explaining in plain language where to find it in your own software and which columns matter most, with a few example rows so you know what "right" looks like.

Below the guide is the upload area. Drag a file in, or click to browse - .xlsx, .xls and .csv are all accepted. For every file you upload, you choose which report type it is from a dropdown (or mark it as "other" and describe it yourself), and you can add a short note explaining anything unusual about that file. Uploaded files appear in a list where you can change the report type later or remove a file entirely.

• Drag and drop, or click to choose a file
• Pick the report type from a simple list, or describe it yourself
• Add a note to any file - context that only you would know
• Change the report type or delete a file at any time

Download the report guide (.xlsx)

Every session has its own notes area - a simple, written back-and-forth about your data. Ask a question, explain something about a file, or flag anything unusual. It is not a live chat window; think of it as a shared notebook attached to your company's reports.

• The moment you upload a file or write a note, Magi is notified by email
• The moment Magi replies, you are notified by email too
• Notes can be general, or attached to one specific file

Once your files have been reviewed, a real person hands a finished file back to you inside the same session - it appears at the top of your workspace as a "Ready file", with a note explaining what it is, and you download it with one click. This first exchange is deliberately hands-on: it is how Magi gets to know your data before anything is automated for you.

The Portal is the on-ramp, not the destination. Once you and Magi have been through this first round together, the natural next step is registering the company properly - from that point on, you upload your own reports, map your own codes, and generate SAF-T files yourself, any time you need to, with no waiting on anyone.

The File Portal was built specifically so that sensitive company data never has to travel by email or messenger. Every file moves over an encrypted connection, and only Magi can open what you send.

• Encrypted connection for every upload and download
• Only Magi has access to your files and notes
• Protected under GDPR - your data is never sold or shared for marketing
• Magi does not share your data with third parties for any purpose

Navigate to the homepage and click Register. You will be asked for a username, email address, and password. Your account will be reviewed and activated by our team.

• Choose a unique username - this appears in your profile URL and in team invitation notifications.
• Use a real email address - it is required for receiving team invitations and system notifications.
• Password must be at least 8 characters. Avoid using common words.
• After submitting the form you are logged in automatically and land on My Companies.

SAF-T generation is collaborative. Multiple accountants can work on the same company's data simultaneously - the person who creates a company becomes its primary owner, but they can invite colleagues with different permission levels.

Roles and what each can do:

• Primary Owner - full control, can delete the company, transfer ownership.
• Co-Owner - same as owner except cannot delete the company.
• Admin - can manage team members and all data, cannot delete.
• Editor - can upload files, map codes, and edit the SAF-T data.
• Viewer - read-only access. Can see all data but cannot make changes.

To invite someone, open the company's Team Management page (accessible from My Companies → the team icon). Enter their username or email, select a role, and send. They receive a notification and can accept or decline.

The first wizard step collects the core identity of your company. The EIK (Единен Идентификационен Код) is the Bulgarian unified company identifier - a 9-digit or 13-digit number assigned by the Trade Register. It appears in the SAF-T file as RegistrationNumber.

• EIK: 9 digits for companies, 13 digits for branches. Optionally prefixed with 'BG'. Validated on entry.
• Company name: full legal name as registered. Cyrillic characters are fully supported.
• Tax accounting basis: choose one of Accrual, Budget, Bank, Insurance. Used to display how transactions are reported in SAF-T
• Tax Entity: The tax entity to which the company belongs. Company/Division/Branch reference.

SAF-T requires two address types: the registered address (where the company is legally domiciled according to the Trade Register) and the trading address (where business is actually conducted). They may be the same.

• Street name and number, city, postal code, region.
• Country: ISO 3166-1 alpha-2 code (e.g. BG for Bulgaria). Defaults to BG.
• If trading address is the same as registered, check 'Same as registered' to copy it automatically.

The NRA requires contact information for the person responsible for preparing the SAF-T file. This typically means the chief accountant or the person authorised to submit tax data. At least one contact is mandatory.

• First name, last name, job title / role.
• Phone number (including country code for international format).
• Email address - appears in the SAF-T Header Contact block.
• You can add multiple contacts for a fuller SAF-T report. At least one is mandatory.

The SAF-T header's TaxRegistration block records your company's tax identifiers. For most Bulgarian companies this is the VAT number - identical to the EIK but prefixed with BG if the company is registered under the Bulgarian VAT Act (ZDDS).

• VAT number: BG + 9 or 13 digits. Validated against the EIK checksum rules.
• VAT registration date: when the company became VAT-registered. (optional field)
• Non-VAT-registered companies: leave the VAT number blank. The system will mark the file accordingly.

Bank accounts entered here appear in the SAF-T file's payment records for the firm sending out the report. At least one bank account is required - you must provide either an IBAN or an Account Number together with full Payment Operator details before you can proceed. Once you begin filling a bank account row, its fields activate conditional validation based on which method you choose.

Two identification methods - you choose one

BG SAF-T v1.0.2 supports two ways to identify a bank account. You must use exactly one - they are mutually exclusive:

• IBAN - International Bank Account Number. Starts with 2 uppercase country letters + 2 check digits + up to 30 alphanumeric characters. Bulgarian IBANs follow the pattern BG80BNBG96611020345678 (22 characters total). When IBAN is provided, all Payment Operator fields are ignored.
• Account Number + Payment Operator (SortCode) - Used when no IBAN is available. The Account Number identifies the account; the SortCode structure identifies the bank or payment operator holding it. There are 3 mandatory requirements: Operator Registration Number, at least one name (Cyrillic or Latin - the XSD allows only one), and Operator Country.

The SortCode structure (BG SAF-T v1.0.2)

In the updated NRA specification, Sort Code is no longer a single code field. It is now a structured block describing the payment operator. When you choose the Account Number path, you must fill all of the following:

• Operator Registration Number - The unique identifier of the bank or payment operator - EIK for Bulgarian institutions, or equivalent foreign identifier. Max 35 characters. Mandatory.
• Operator Name (Cyrillic) - Full name of the payment operator in Cyrillic script. Required if Latin name is not provided. Max 70 characters.
• Operator Name (Latin) - Full name of the payment operator in Latin script. Required if Cyrillic name is not provided. You need at least one of the two name fields. Max 70 characters.
• Operator Country - Two-letter ISO 3166-1 alpha-2 country code of the country where the payment operator is established (e.g. BG, DE, FR). Mandatory.

How field badges change as you type

The Required / Optional badges update live as you fill the form, reflecting which method you have chosen:

Validation rules

Beyond the badge changes, the system enforces strict cross-field rules. Any violation produces an immediate error on the affected field:

Account Name and Mandatory Only mode

Each account also has an Account Name field (the name of the account holder). This field is always optional - it never becomes Required. When you switch to Mandatory Only mode, Account Name is automatically hidden since it is not an NRA requirement. Switch to All Fields mode to see and fill it. The Payment Operator (SortCode) section is controlled entirely by whether Account Number has a value - it appears when you type an Account Number and disappears otherwise, regardless of the Mandatory Only toggle.

Multiple accounts

You can add as many bank accounts as needed. Click Add Record to create a new row. Each account validates independently - an error in one account does not affect others. The Next button is disabled only if any account row contains a validation error.

This is the most complex step in the wizard. It captures the ownership and group structure of the company as required by the SAF-T XSD schema. The form adapts heavily based on two key selections: whether the company is part of a corporate group, and whether the owners are Bulgarian or foreign. Understanding the conditional logic here will save you from confusion.

Level 1 - Is your company part of a group?

The first dropdown - Is Part of Group - is the master switch for the entire ownership section. It has five options and determines whether the Ultimate Owner (parent company) section appears at all.

Level 2a - Beneficial Owner (always present)

The Beneficial Owner section is always visible regardless of group membership. It describes the natural person who ultimately owns or controls the company. The Beneficial Owner Type dropdown controls which fields appear:

Level 2b - Ultimate Owner (only for group options 3 and 4)

If you selected group option 3 or 4, the Ultimate Owner section appears. It describes the parent company. The Ultimate Owner Type dropdown works the same way as Beneficial Owner Type - it shows the fields relevant to the type of company and hides the rest:

Summary: what you never enter yourself

The following are always automatic - the system handles them based on your dropdown selections:

• All Ultimate Owner fields when group option is 1, 2, or 5 - set to '00', section hidden.
• Beneficial Owner foreign fields when type is Bulgarian - set to '00', section hidden.
• Beneficial Owner Bulgarian fields when type is Foreign - set to '00', section hidden.
• Ultimate Owner foreign fields when type is Bulgarian company - set to '00', section hidden.
• Ultimate Owner Bulgarian fields when type is Foreign company - set to '00', section hidden.

This page behaves like the registration wizard but for editing. Fields validate as you type, hit Save Changes to apply all updates. The header displays your user role and when changes were last made.

• Form validation matches registration exactly
• EIK field is read-only after registration
• Mappings button leads to code mapping management
• Changes affect only future SAF-T generations

Edit core company details like name and tax accounting basis. Same rules as registration apply.

Manage registered addresses. Add or edit multiple addresses as needed.

Update contact persons and their details.

Edit VAT numbers and tax-related data.

Manage bank account details for the company.

Update ownership and shareholder information.

At the bottom of the Edit Company page, you'll find a dedicated section for managing your code mappings. This section appears only after you've uploaded reports and extracted codes.

• Shows mapping progress by section (Accounts, Taxes, Products, UOMs, Document Types)
• Displays overall completion percentage with a progress bar
• 'Manage Mappings' button links directly to the Map Codes page
• If no mappings exist yet, shows an option to upload reports and start mapping
• Mappings are preserved after SAF-T generation for future use

The Upload Reports page has five distinct zones. Understanding where each control lives saves you significant time. The layout does not change between sessions - learn it once.

Zone 1 - SAF-T Top Bar

A thin bar fixed at the top of the page. Shows the currently selected SAF-T type as a coloured badge (blue for Monthly, teal for Annual, indigo for On Demand) and a Change link. Clicking Change opens a confirmation window that warns you before resetting your type choice and file validations. The bar also shows the firm name and current workflow step.

Zone 2 - Status Banner (below top bar)

A full-width coloured banner that reflects the current generation status of the firm. It changes colour and message automatically as you progress: yellow during upload, green when processing is ready, blue when mapping is complete, etc. It disappears once the firm reaches the editing stage.

Zone 3 - Left Sidebar (always visible)

The sidebar is always visible and has five stacked areas. Numbers on the sidebar match the annotation cards.

Zone 4 - Main Content Area (centre)

The main scrollable area. It reveals content sequentially - each sub-step appears only after the previous one is confirmed. The four panels appear in order: Software Selection → Required Reports Grid → Date Picker → Upload Zone + File Cards. Completed panels collapse to a summary header with a Change button.

Zone 5 - Command Center Dashboard (full-width, below main content)

A full-width panel that sits below the upload zone. It is always visible once the upload zone is unlocked. Contains four live stat cards, a progress bar, a blockers panel, and the Proceed button. This is your real-time progress monitor - it updates after every file action. See section 6.7 for full detail.

The SAF-T type is the first decision you make and the one that controls the most downstream behaviour. It determines which date rules apply, which report types are required, and what the final XML file structure looks like. You select it using the pill buttons in the left sidebar, or by clicking the Change link in the top bar at the top of the page.

What changes when you switch type

SAF-T Type Change Confirmation Window

If you switch the type after uploading files, a window appears listing exactly which file configurations will be reset. It has two buttons: Cancel (keeps everything as-is) and Confirm Change (clears affected validations). The window will not appear if no files have been uploaded yet.

After choosing the SAF-T type, the main content area shows a software selection panel with cards for each supported accounting system. Click a card to toggle it - a checkbox highlights and the card border turns blue. Select at least one before clicking Continue.

Software card anatomy

Available software

• ALMA - Full ERP system. 13 monthly report types + 1 annual-only (depreciation schedule). Covers GL, sales/purchase journals, customer/supplier data, inventory, and tax tables.
• Microinvest - Delta Pro + Warehouse Pro. 10 monthly report types + 1 annual-only (depreciation schedule). Includes chronological register, stock movements, weighted average cost, and inventory list. Supports multi-sheet Excel auto-splitting.
• Other Software - Any accounting system not listed above. Uses a pre-built Excel template (13 sheets for Monthly/On Demand, 14 for Annual). You fill the template with your data and upload the sheets - Magi runs the full generation process identical to ALMA. See section 6.11 for the full walkthrough.
• Any combination - You can select multiple software sources simultaneously. For example: Microinvest for warehouse data + Other Software for the general ledger. Each uploaded file is independently assigned to one software in step 4.8.

Other Software - download banner

When you select the Other Software card, a purple download banner instantly appears below the card grid. It contains the Excel template download button and a brief instruction. Download and fill the template before clicking Continue to Reports - the upload grid won't show the template-based report cards until you confirm your selection.

Confirming your selection

Click Continue to Reports. Magi saves your selection and reveals the required reports grid (section 6.4) showing exactly which report types are expected. The sidebar Step 2 icon turns green and becomes clickable.

File cards are locked until software is confirmed

Before you complete Step 6.3, every file card shows a disabled state - the Software and Report Type buttons are greyed out and cannot be clicked. The card status reads "Waiting for software selection…" with a spinner. This lock is intentional: Magi cannot present the correct options until it knows which accounting software you are using. Complete Step 6.3 first, then configure each file card.

After confirming your software selection, the Required Reports Grid appears below it. This grid lists every report type you are expected to upload, grouped by software. Each report card has an enable/disable toggle. This is where you tell Magi which reports you have and which you do not.

Report card anatomy

Report importance tiers

What disabling a report does

• The report card turns grey and its upload slot is removed from the required count in the Command Center.
• Any file card already assigned to that report type turns grey with a 'Disabled' badge and is excluded from processing.
• The Command Center's Disabled Reports counter increments.
• Re-enabling restores the requirement and the file card returns to its previous state.

How to disable or re-enable a report card

Click directly on any coloured report card in the grid. A small window opens with three sections: a short description of the report, the export tip (the exact navigation path inside your accounting software to locate and export it), and two action buttons at the bottom - Disable Report and Close.

Clicking Disable Report immediately greyscales the card and removes its upload slot from the required count. The report is excluded from the final SAF-T and from the report type selection window on file cards.

To restore a disabled report, click the grey card - the window reopens with an Enable Report button in place of Disable. Clicking it restores the card to its original coloured state and returns its upload slot to the required count.

Filtering the grid by software

When you have confirmed your software selection, a Filter Reports bar appears at the top of the Required Reports Grid. It contains one filter button per software you selected - for example ALMA and Microinvest - plus an All button. Clicking a software button hides all report cards belonging to other software and updates the subtitle to show how many cards remain visible (e.g. "Showing 7 reports for ALMA"). Clicking All restores the full grid. The filter is purely visual - it does not enable or disable any reports.

Change Software Selection button

Also inside the filter bar, separate from the software badges, is a Change Software Selection button. Clicking it opens a confirmation window before doing anything - because changing your software selection resets the current software and report filters and puts all file cards into a waiting state.

The window has two actions: Change Software Selection (confirms and proceeds) and Cancel & Stay Here (closes the window with no changes). On confirm, Magi clears the current software selection and re-opens the Step 6.3 software selection form. File cards whose previously assigned software is still in your new selection are automatically restored; only cards assigned to software you remove need to be reconfigured.

After the reports grid is reviewed, the date picker section appears. You fill in the start date and end date for your reporting period. The rules differ by SAF-T type.

Unlocked vs locked state

Unlocked: Two date input fields, both editable. A green Proceed to Upload button activates when both dates are valid. Locked: The date fields become read-only text, a padlock icon appears next to the period summary (e.g. "01.03.2025 – 31.03.2025"), and the upload zone below activates. Sidebar Step 3 turns green.

With the period locked, the upload zone activates. Drag and drop your accounting export files onto it, or click anywhere on the zone to open a file picker. Multiple files can be uploaded at once. Accepted formats: .xlsx, .xls, .csv.

Upload zone states

File card anatomy

File card states

Multi-sheet Excel files (Microinvest only)

Microinvest exports a single workbook with multiple sheets - one per module. When you upload such a file, Magi auto-splits it into individual file cards (one per sheet) and shows a toast: "File split into X reports". The two module groups are:

• Delta Pro - Chronological Register, Sales Journal, Purchase Journal, Customer/Supplier Reports, Trial Balance, Chart of Accounts.
• Warehouse Pro - Stock Movement, Weighted Average Cost, Stock Deliveries, Inventory List.

Other Software - individual files per sheet

Unlike Microinvest, Other Software (Universal) uses the Magi-provided Excel template where each sheet is its own report type. You upload each filled-in sheet as a separate file - one file per report. Alternatively, you can re-fill and upload individual sheets from the template workbook as separate .xlsx exports. Because the template enforces exact column names, these files auto-validate immediately without requiring any column mapping.

The File Management header

Above the file cards grid sits a dark blue File Management header bar. It keeps key information visible at a glance no matter how many files are loaded:

Delete All Files Window

The window shows the exact count of files about to be removed and a clear list of everything that will be deleted along with them:

• All uploaded files and their file cards
• All report type choices previously assigned to each file
• All software choices previously assigned to each file
• All upload progress for the current SAF-T session

The Configuration Command Center sits at the bottom of the page, always visible once the upload zone is active. It recalculates automatically after every file action. This is your single source of truth for upload progress.

The four stat cards

• Files Uploaded - Total count of all file cards. Clicking this card scrolls the page up to the file list.
• Reports Ready - Shown as X / Y. X = unique validated report type+software combinations. Y = total enabled required reports. Goal: X equals Y.
• Missing Configuration - Count of enabled required reports that have no validated file assigned. Must reach 0 before the Proceed button enables. Clicking this card scrolls to the reports grid.
• Disabled Reports - Count of report types you intentionally turned off. Clicking this card scrolls to the reports grid.

Progress bar

A horizontal bar below the stat cards fills as your validated/enabled ratio improves. It reaches 100% (and turns green) when all enabled required reports have validated files. The percentage also appears as a number inside the bar.

Expandable blockers panel

Below the progress bar is a collapsible panel listing every specific issue. Three blocker types appear:

Action message and Proceed button

Each uploaded file card must be independently configured by selecting two things: the software it came from and the report type it represents. Only after both are set does Magi validate the file's column structure against what it expects.

Step A - Select software for the file

Each file card has a Software button on the left side. Clicking it opens a software selection window specific to that file. The available options are restricted to the software you confirmed in Step 6.3 - if you only selected ALMA, only ALMA appears here; if you included Other Software, a purple Other Software option also appears. Select the software and confirm. The Report Type button activates.

Step B - Select report type for the file

Once software is set, click the Report Type button on the right side of the file card. A window shows all available report types for that software and SAF-T type. Select the type that matches your file - for example "Sales Journal" or "Trial Balance" - and confirm. Magi immediately sends the file to the backend for column validation.

Step C - Column validation

After both selections, Magi validates the file's columns against the standard structure for that software and report type. Two outcomes are possible:

The Column Mismatch state - what you see on the card

When a mismatch is detected, the file card enters a distinct orange-alert state that makes the issue impossible to miss. Three things change simultaneously on the card:

Dependency rules - what resets what

If that file already has saved column mappings, Magi shows a confirmation window before clearing them. Confirming removes the saved mapping and runs a fresh column validation against the new report type. Cancelling leaves everything unchanged.

Column mapping is needed only when your exported file's headers differ from the standard column names Magi expects. This section shows every report type's expected columns - Required columns must be mapped; Optional columns improve data quality but are not blocking. Standard default exports from ALMA and Microinvest, and files prepared using the Other Software (Universal) template, will all auto-validate without any mapping - as long as the column names are not modified.

How to open the Column Mapping window

Inside the window

ALMAColumn Reference - Monthly Reports

Chart of Accounts chart_of_accounts

Column Name	Type
Smetka	Required
Ime	Required
Vid	Required

Trial Balance trial_balance

Column Name	Type
AccCode	Required
AccNameExt	Required
ABeginDt	Required
ABeginKt	Required
AEndDt	Required
AEndKt	Required

Account Movements account_movements

Column Name	Type
DtOborot	Required
KtOborot	Required
KorSka	Required
ZapisNo	Required
Data	Required
Belejka	Required
ImeSmetka_Val	Required

Customer / Supplier Reports partners_report

Column Name	Type
Идент.No# (ЕГН)	Required
Идент.No# (ЗДДС)	Required
Контрагент	Required
Държава	Required
Град	Required
Адрес	Optional
Тел.	Optional
Мобилен	Optional
Факс	Optional
e-mail	Optional

Customer Settlements customer_settlements

Column Name	Type
KlientIme	Required
ClientCity	Required
ClientBul	Required
SdoNachalno_2	Required
SdoKraino_2	Required
Smetka_2	Required
Dokument_2	Required
PlatDok	Required
Belejka	Required
PlatData	Required

Supplier Settlements supplier_settlements

Column Name	Type
KlientIme	Required
ClientCity	Required
ClientBul	Required
SdoNachalno_2	Required
SdoKraino_2	Required
Smetka_2	Required
Dokument_2	Required
PlatDok	Required
Belejka	Required
PlatData	Required

Purchase Journal purchase_journal

Column Name	Type
Kol03	Required
Kol04	Required
Kol06	Required
Kol07	Required
Kol09	Required
Kol10	Required
Kol11	Required
Kol99	Required

Sales Journal sales_journal

Column Name	Type
Kol03	Required
Kol04	Required
Kol06	Required
Kol07	Required
Kol09	Required
Kol10	Required
Kol22	Required

Tax Table tax_table

Column Name	Type
Код	Required
Наименование	Required
Основание	Required
ДДС%	Required
С/ка	Required

Document Types document_types

Column Name	Type
Код	Required
Наименование	Required

Inventory / Products inventory_common

Column Name	Type
Miarka1	Required
Miarka2	Required
Kod1	Required
Kod2	Required
Ime1	Required
Ime2	Required
Grupi	Required
Koef1	Required

Sales Transactions Details sales_transactions_details

Column Name	Type
Сч.запис N	Required
Дата	Required
Дт_Документ	Required
Дт_ДатаДокумент	Required
Текст	Required
Месец	Required
Сума	Required
СумаДДС	Required
Дт_Контрагент	Required
Кт_Сметка	Required
ВидДок	Required
Сделка	Required
Дт_Сметка	Optional
Кт_СМЦ	Optional
Кт_СМЦКод	Optional
Кт_Мярка	Optional
СумаСледОтст	Optional
Цена	Optional
Кт_Кол	Optional
Кол	Optional
Създател	Optional
Валута	Optional
Плащане	Optional
Дт_Поделение4	Optional
ИзвестНом	Optional
Дт_ДатаПадеж	Optional
ПлатенаДО	Optional
ДатаСъб	Optional

Purchase Transactions Details purchase_transactions_details

Column Name	Type
Сч.запис N	Required
Дата	Required
Създател	Required
Дт_Сметка	Required
Дт_СМЦКод	Required
Дт_СМЦ	Required
Дт_Мярка	Required
Кт_Сметка	Required
Кт_Контрагент	Required
Кт_Документ	Required
Кт_ДатаДокумент	Required
Текст	Required
Месец	Required
Сума	Required
СумаДДС	Required
ВидДок	Required
Сделка	Required
СумаСледОтст	Required
ДатаСъб	Required

Depreciation Schedule depreciation_schedule Annual only

Column Name	Type
Наименование и вид на основното средство	Required
Амортиз. /отчетна/ стойност, в лева	Required
Остатъч. ст-ст на актива на 01.01., в лева	Required
Месец на придобив. въвежд. в експл.	Required
Срок на годн./ изхаб. (год.)	Required
Год. аморт норма в %	Required
размер на годишни амортиз., в лева	Required
ивн.No по ред	Optional
начислени амортиз. до 01.01., в лева	Optional
Общо начисл. амортиз. в лв. за	Optional
Остатъчна балансова стойност на актива към 31.12.	Optional
ОБЩО набрани аморт. към 31.12	Optional
Данъчно признат р-р на амортиз.	Optional

MicroinvestColumn Reference - Monthly Reports

Chart of Accounts chart_of_accounts

Column Name	Type
Сметка	Required
Наименование	Required

Trial Balance trial_balance

Column Name	Type
Номер	Required
Име	Required
Дебит	Required
Кредит	Required
Начални салда	Required
Крайни салда	Required

Customer / Supplier Reports partners_report

Column Name	Type
Фирма	Required
ЕИК	Required
ДДС Номер	Required
Държава	Required
Град	Required
Сметки	Required
ПК	Optional
Адрес	Optional
Телефон	Optional
E-mail	Optional
IBAN	Optional

Sales Journal sales_journal

Column Name	Type
Номер на документа	Required
Вид на документа	Required
Дата на документа	Required
Идентификационен номер на контрагента	Required
Име на контрагента	Required
Вид на стоката/услугата	Required

Purchase Journal purchase_journal

Column Name	Type
Номер на документа	Required
Вид на документа	Required
Дата на документа	Required
Идентификационен номер на контрагента	Required
Име на контрагента	Required
Вид на стоката/услугата	Required

Chronological Register chronological_register

Column Name	Type
Контиране	Required
Дата	Required
Дебит сметка	Required
Дебит	Required
Кредит сметка	Required
Кредит	Required
Сума	Required
Док. вид	Required
Dok. дата	Required
Документ №	Required
Партньор	Required
ЕИК/ДДС Номер	Required
Държава	Required
Сделка по ЗДДС	Required
Основание	Required
Забележка	Required
Параграф	Optional
Потребител	Optional
Втора забележка	Optional

Stock Movement stock_movement

Column Name	Type
Стока	Required
Код на стоката	Required
Мерна единица	Required
Сметка	Required
Ед. Цена	Required
Количество	Required
Сума	Required
Dok. Вид	Required
Документ №	Required
Дата на документа	Required
Партньор	Required
Основание	Required

Weighted Average Cost weighted_average_cost

Column Name	Type
Сметка	Required
Код	Required
Мерна единица	Required
Стока	Required
Начално салдо кол.	Required
Начално салдо ст-ст	Required
Заприходено к-во	Required
Заприходени ст-сти	Required
Средна цена	Required
Кол. Изписани	Required
Стойност за изписване	Required
Кр. салдо кол.	Required
Кр. салдо стойност	Required

Stock Deliveries stock_deliveries

Column Name	Type
Дата	Required
Dok. вид	Required
Дата на документа	Required
Код на стоката	Required
Мерна единица	Required
Документ №	Required
Сметка	Required
Стока	Required
Партньор	Required
Кол.	Required
Цена	Required
Сума	Required

Inventory List inventory_list

Column Name	Type
№	Required
Сметка	Required
Наименование	Required
Мярка	Required
Количество	Required
Средна цена	Required
Стойност	Required
Налично при инвентаризация	Required
Липса	Required
Излишък	Required
Забележка	Required

Depreciation Schedule depreciation_schedule Annual only

Column Name	Type
Инв. Номер	Required
Наименование	Required
Актив в сметка	Required
Дата на придобиване	Required
Дата на въвеждане в експлоатация	Required
Дата на отписване	Required
Год. Отчетна стойност	Required
Балансова стойност	Required
Начислени амортизации	Required
Начислени за годината	Required
Год. Амортизационна норма	Required
Амортизируема стойност	Required
Остатъчна стойност	Required
Месец на възникване на промени	Required
Месец на преустановяване	Required
Месец на възстановяване	Required
Месец на отписване	Required

When all enabled required reports have validated files, the Proceed button in the Command Center activates (turns blue). Clicking it opens the Processing Confirmation Window - a final review before Magi processes your data and moves to the next step.

What are Critical reports?

Four report types are treated as Critical by the upload interface: Chart of Accounts, Trial Balance, Account Movements, and Customer/Supplier Reports. When validated files for any of these are absent, the Processing window enters the Invalid state - because without at least one account-code source, Magi cannot begin code extraction and mapping. Both action buttons are disabled until the missing reports are uploaded or disabled.

Other reports such as Tax Table, Inventory Common, and Document Types are equally important for their respective SAF-T sections. Missing them means those sections will contain empty or unmapped values in the final file - but they do not block the upload step.

The three window states

The two action buttons

Why does this option exist?

Bulgaria has dozens of accounting systems - Microinvest, Dracon, Clio, Elpib, Synchro, custom ERP setups, and many others. Each exports data in a different format with different column names. Rather than building a separate adapter for every software on the market, Magi provides a standard template that defines exactly what data is needed and in what format. You become the bridge between your software and Magi: you copy the data into the template, and Magi takes it from there.

The 5-step universal workflow

How to select Other Software in the upload page

1. Go to the Software Selection section (sub-step 2 of the upload page, section 6.3). You will see three cards: ALMA, Microinvest and Other Software.
2. Click the Other Software card (purple puzzle-piece icon). The card border highlights in purple and a checkmark appears in the top-left corner.
3. A purple download banner immediately appears below the cards. It contains the Excel template download button and a brief instruction. Download the template now before proceeding.
4. Click Continue to Reports to confirm your selection and move to the reports grid.

Template structure - what is inside the Excel file

The template is a single .xlsx file with one sheet per report type. Each sheet has a frozen header row, a description row (row 2), and three example data rows (rows 3–5) that you replace with your real data. Do not rename the sheets. Do not rename or reorder column headers. Magi reads your data using the column names exactly as they appear in the template.

Key column names - what you will see in the template

Unlike ALMA (which uses Bulgarian column names like DtOborot) the universal template uses plain English column names which reflects the SAF-T columns exactly and describe exactly what goes where. The example rows in the template show realistic Bulgarian data - follow the same format.

Which template sheet feeds which SAF-T section?

Automatic validation - what Magi checks for you

After each file is uploaded and processed, Magi runs two layers of validation specific to universal data. Any issues appear as yellow warning messages at the top of the page. These are warnings, not blockers - you can still proceed to mapping, but the warnings tell you which data may be incomplete.

Step-by-step: how to fill the template correctly

1. Open the template in Excel or LibreOffice Calc. Do not save it as .xls - keep the .xlsx format. Do not use Google Sheets as it may break date formatting.
2. Read row 2 (the description row) for each sheet before adding data. Row 2 tells you what each column expects, the data type, and an example. The row is frozen - it stays visible as you scroll down.
3. Delete the example rows (rows 3–5) and enter your real data starting from row 3. Or overwrite them directly. Row 1 (headers) and row 2 (descriptions) must stay in place.
4. Dates: use DD.MM.YYYY (e.g. 15.03.2025) or YYYY-MM-DD (e.g. 2025-03-15). Both formats are accepted. Do not leave date cells empty for rows that have amounts.
5. Amounts: use plain decimal numbers with a dot as the decimal separator (e.g. 1234.56). Do not include currency symbols, thousand separators, or text. Magi will reject columns that cannot be parsed as numbers.
6. Account codes in InternalAccountID must match exactly between sheets. If you use account 602 in account_movements, the same code must appear in chart_of_accounts. Magi's cross-sheet validator will warn you about any mismatches after upload.
7. Leave entirely empty sheets blank - do not add dummy rows. If you have no inventory data, leave the Inventory sheet empty. Magi skips empty sheets. Adding dummy data will create invalid SAF-T records.
8. Save each sheet as a separate .xlsx file before uploading. You cannot upload the entire multi-sheet workbook as one file. Copy the data from each sheet into a new workbook and save it with a descriptive name (e.g. chart_of_accounts_march2025.xlsx).

Code mapping for Other Software users

After processing, Magi extracts all internal codes it finds in your data: account codes, tax codes, document types, product codes, and units of measure. These are the same code types extracted from ALMA and Microinvest data. In Step 5 (Map Codes), you map each internal code to the corresponding NRA nomenclature code - exactly the same process regardless of software. The only visible difference: your extracted codes appear in the mapping UI with a universal_ prefix in the database (e.g. universal_602), which ensures there are no conflicts if you also have ALMA files.

What SAF-T sections will be empty if you skip a sheet?

The Map Codes page has several distinct zones that work together. Understanding what each zone is for before you start mapping will save you time. Here is a tour of the entire page from top to bottom.

1. The overall progress ring (top of page) - A circle in the top right of the page header fills proportionally as you complete mappings. The number inside shows your current percentage, and the counter below shows X mapped / Y total across all sections combined. The Complete Mapping button becomes available only once all codes reach 100%.

2. The section stepper (top navbar) - A horizontal strip of tabs at the top of the page, one per code type: Accounts, Tax, UOM, Products, Document Types. Each tab shows a live 'mapped / total' counter (e.g. '18 / 50'). A clock icon means the section still has unmapped codes; a green checkmark means it is complete. Click any tab to switch to that section - the main table reloads instantly with that section's codes. Sections with zero codes (because your software did not produce them) are hidden automatically.

3. The filter and search bar - A white bar that locks to the top of the screen as you scroll - it is always reachable no matter how far down the table you are. It gives you three independent ways to narrow down what you see: a free-text search box, confidence-level filter badges, and mapping-status filter badges. All three stack freely: you can combine them in any combination.

Confidence filter badges - Filters the table to only show codes whose Magi suggestion has that confidence level. One confidence filter active at a time. Start with Exact and High to confirm the easy ones first, then work down to Medium, Low, and finally None.

• All - Default. Every code in the section is visible.
• Exact - Magi found a nomenclature code whose text matches your internal code character-for-character. Safe to accept without reading.
• High - Strong match (≥ 80%). Safe to accept with a quick glance at the SAF-T code name.
• Medium - Plausible match (50 – 79%). Worth reading the suggestion before accepting.
• Low - Weak match (below 50%). Treat as a starting hint. Verify against the nomenclature before confirming.
• None - Magi found no match at all. This code needs you to search and pick a SAF-T code manually.

Status filter badges - Filters by whether a code has already been confirmed or is still waiting. Combine with confidence badges: 'Unmapped + Low' shows only the hardest remaining codes. 'Unmapped + None' shows codes with no suggestion at all.

• All - Default. Both mapped and unmapped codes visible together.
• Mapped - Only codes you have already confirmed a SAF-T match for. Use this to review or correct earlier decisions.
• Unmapped - Only codes still waiting for a decision. The fastest way to see exactly how much work remains.

4. The section header strip (above the table) - A dark navy gradient bar that stays at the top of the mapping area. Left side shows the current section name and suggestion count. Centre holds the live save status indicator. Right side holds the quick-action buttons. Below is the exact bar as it appears on the page, followed by a breakdown of each element:

5. Pagination controls - A light strip that appears both above and below the mapping table. Left side navigates between pages. Centre shows a live progress bar for the current page. Right side controls how many rows appear and the row density. All controls are mirrored at the top and bottom of the table so you never have to scroll to reach them.

6. The mapping table (main working area) - The rows with your codes. Each row is one internal code waiting to be matched to an official SAF-T code. By default shows 50 rows per page. The anatomy of each row is explained in full in section 7.2.

7. The bottom action bar - Three fixed elements live in the bottom-right corner of the screen at all times: a scroll-to-top button, an action bar toggle button, and the action bar itself which slides up from the bottom when opened.

The two floating circular buttons (fixed to the bottom-right corner)

The action bar - open state

Mapping codes one at a time would be slow for large sections. Magi provides several batch and bulk operations that let you handle dozens or hundreds of codes at once. This section explains every available shortcut.

Section header strip - annotated replica:

1. Accept All Suggestions - the biggest time-saver:

The 'Accept all suggestions (N)' button applies Magi's top suggestion to every currently unmapped code that has any suggestion - skipping already-mapped codes and codes with no suggestion. A confirmation dialog shows exactly how many codes will be affected before you commit. After confirming, the entire batch is saved in a single server request and the progress ring jumps forward.

2. Multi-select with checkboxes - table rows replica:

Click a single checkbox to select a row. Shift+click a second checkbox to range-select all rows between. Ctrl+A selects all visible rows on the current page.

The selection badge and bulk action menu - annotated replica:

As soon as at least one row is checked, the dark navy selection badge appears at the bottom-right of the screen. Click it to open the bulk action menu. Six numbered callouts identify every element:

4. Undo after a bulk operation: A single Ctrl+Z reverses the entire bulk action as one step - it does not require pressing Ctrl+Z once per code. If you accidentally accepted 50 suggestions, one undo restores all 50. Applies to Accept All, Map Together, Map to Services, and Map to N/A. The undo history holds up to 50 steps per section.

Recommended workflow for a large section:

Keyboard shortcuts for fast mapping:

• ↑ / ↓ - Move keyboard focus row by row through the table without touching the mouse.
• A - Accept the suggestion on the focused row instantly.
• Enter - Open the nomenclature browser window for the focused row.
• Space - Toggle the checkbox on the focused row for bulk selection.
• Ctrl+A - Select all rows on the current page for bulk operations.
• Ctrl+Z / Cmd+Z - Undo the last action - including after Accept All (reverses the entire batch in one step).
• Ctrl+Shift+Z - Redo the last undone action.
• Ctrl+S - Force-flush all pending changes to the server immediately.
• Ctrl+Shift+? - Open the full in-page keyboard shortcut reference.

Code mapping is often the most time-consuming part of SAF-T preparation, especially for companies with large charts of accounts or product catalogues. Magi allows multiple team members with edit access to work on the same company's mapping session simultaneously, each in their own browser. Changes made by any user become visible to all others within 1–2 seconds, with no need to refresh the page.

The presence indicator: In the top navigation bar you will see a team members badge showing how many users are currently on the Map Codes page for this company. Click it to expand a dropdown listing each person by name, their role (Admin, Editor, etc.), which section they are currently viewing (e.g. 'Accounts'), and when they last made an action. This live view lets you coordinate work without sending messages.

What syncs in real time across all users' screens:

• Code mapped - When a colleague accepts a suggestion or picks a code from the window, your page updates that row within 1–2 seconds automatically. You do not need to do anything.
• Code cleared - If a colleague removes a mapping, the row reverts to unmapped state on your screen too.
• Bulk operations - When a colleague runs 'Accept all suggestions', all affected rows update on your screen simultaneously.
• Section navigation - The presence dropdown updates to show which section each user is currently viewing, so you can organically divide work without stepping on each other.
• Progress counters - The overall progress ring and all section stepper counters update live as anyone completes mappings. Watch the numbers tick up in real time.
• Typing indicators - If a colleague has the nomenclature window open and is searching, a subtle 'editing' indicator highlights that row for you, signalling that someone is about to map it.

Conflict detection and resolution:

If you open the nomenclature browser window for a code that a colleague has also opened simultaneously, a warning toast appears:

Undo / Redo - per-user, never shared: Each user maintains their own independent undo/redo history. Pressing Ctrl+Z undoes only your last action - it does NOT undo a colleague's mapping. This is intentional: you cannot accidentally reverse someone else's work. The undo history holds up to 50 steps per section, is stored in your browser's memory, and survives page reloads within the same browser session.

Auto-save - no manual saving needed under normal operation:

Rapid actions (e.g. accepting 20 suggestions in quick succession) are batched into a single server request - efficient and conflict-safe. Use Ctrl+S to force an immediate flush if you want to ensure your changes are committed before stepping away.

Roles and what each can do on this page:

• Primary Owner, Co-owner, Admin, Editor - Full edit access: can map codes, accept suggestions, run batch operations, undo, redo, and click 'Complete Mapping' to advance to generation.
• Viewer - Read-only: can see all mappings, confidence levels, and live progress updates, but all action buttons are disabled with a 'View only' tooltip. Useful for an accountant overseeing the process without making changes.

Completing the mapping stage: The 'Complete Mapping' button in the floating action bar at the bottom of the page becomes active only when the overall progress ring reaches 100% - meaning every single code across all five sections has a SAF-T code assigned. Clicking it transitions your company to the generation stage and redirects to the SAF-T generation page. This is not reversible without the 'Restart' button.

What happens when you leave and come back: All saved mappings are stored permanently in the database. When you return to the Map Codes page (same or a different browser, hours or days later), all previously saved mappings load immediately at page start. Your browser's memory additionally restores your undo/redo history and filter preferences from the last session in that browser, so the page is exactly as you left it.

The SAF-T Editor has five distinct zones that are always visible at the same time. Understanding each zone before you start editing will save you time. This is a full top-to-bottom tour of the page. Each zone links to its own detailed section below where the controls are explained one by one.

1. The top navigation bar - A dark navy bar fixed at the top of every page. It holds three zones: left (navigation + save status), centre (overall progress bar + error / warning counts), and right (editing actions + the two Generate buttons). Always visible no matter how far you scroll.

2. The left sidebar tree - A vertical panel on the left that mirrors the SAF-T XML hierarchy. Click any node to load that section into the main editing area. Sections show coloured badges when they contain errors or warnings. The sidebar can be collapsed to give the editor more horizontal space, and a floating tab on the left edge of the screen reopens it.

3. The main editor area - detail in section 8.3 - The wide central panel where you actually edit field values. It has three sub-zones stacked vertically: the editor header (breadcrumb + navigation buttons), the contextual filtering strip (filter pills + search bar), and the content area (the form, table, or card view for the selected section).

Contextual filtering strip - Appears below the editor header when the current section contains a list (e.g. Customers, Suppliers, Journals). Four filter pills narrow the visible records by validation state - All, Errors, Warnings, Auto-corrected. The search box filters by text content within the current view. The Clear button resets all active filters at once. The strip is hidden when the current section is a simple flat form (e.g. Header).

4. The validation drawer - detail in section 8.4 - A dark bar fixed to the bottom of the viewport, always visible. Click anywhere on the bar to expand a full panel listing every validation error and warning in the file. The bar also shows the live error / warning counts and has a Validate All button.

5. The floating action bar - A small circular toggle button fixed to the bottom-right corner of the screen (above the validation drawer). Click it to slide up a panel with four action buttons: Show Mandatory Only, Restart Process, Validate All, and Generate SAF-T.

The action bar - open state

When Magi converts your accounting data into a SAF-T file it sometimes encounters fields that the NRA requires but that are absent from your source export. Rather than failing silently, Magi fills those fields with safe placeholder values and records every substitution in the Review Defaults window. You decide what to do with each group: keep Magi's value as-is, or fix it yourself.

The window appears when you click the Review Defaults button in the top navbar - visible only while at least one auto-filled group is waiting for your decision. The red badge on the button shows the number of groups still unreviewed.