Skip to main content

The readiness report

What this covers​

The readiness report reads your Sage company and your GoRoute settings and lists everything that would stop an invoice going out. It changes nothing and sends nothing. Run it at install, a few weeks after go-live, and after adding new customers.

Before you start​

The agent is installed. Open the report from any of these:

  • Start ▸ GoRoute ▸ Readiness Report
  • the Readiness report button at the foot of the agent window
  • http://127.0.0.1:8731/readiness.html in a browser on the Sage PC

Steps​

  1. Read the first line. It is the verdict, for example This Sage company is ready for e-invoicing., or how many things must be corrected before go-live.

  2. Work through the items from the top. Each one carries a label:

    LabelMeaning
    MUST FIXInvoices are refused until this is corrected
    PLEASE ANSWERA question to settle with GoRoute before go-live
    SHOULD FIXNothing is blocked, but it is worth correcting
    FOR INFORMATIONNo action needed

  3. Read What to do under each item. It names the product to fix it in: Sage, the GoRoute portal, or the agent window. Looking in the wrong one is the most common mistake.

  4. Fix the records, then open the report again.

The readiness report: the verdict and this company's details

The items to correct, each with what to do

The items you are most likely to meet​

ItemWhere you fix it
Customers with no Peppol address — their invoices will be refusedSage: the customer's VAT number on the Details tab, or their Peppol address in Analysis 1 on the Custom tab. See Tax codes and identifiers
Your own company's contact details are incomplete on the GoRoute profileGoRoute portal: Company Settings (contact name, telephone, e-mail)
The VAT number in Sage is not the one GoRoute will invoice underStop. Confirm which number is right with whoever owns the VAT registration, then ask GoRoute to correct the wrong one
Tax codes used on posted invoices that GoRoute has no mapping forAgent window: Tax codes tab
Windows is set to a different date order from the import fileWindows: set the short date to day first, then restart Sage
Sales invoices in Sage that the agent cannot see at allA question about how invoices are raised. See Limits and FAQ
Zero-rated EU invoices with no deliver-to country anywhere in SageSage: a delivery address with a country on the customer and on the invoice
Customers with no country on their addressSage: the Country on the customer's address
Suppliers with no VAT registration numberSage: the supplier's Details tab

When the report says Analysis 1 is already used for something else on your customer records, do not type Peppol addresses into it. The report names a free field to use instead.

What you should see​

The verdict reads This Sage company is ready for e-invoicing., or Nothing blocks go-live with only SHOULD FIX items left.

The report also lists which customers GoRoute found on the Peppol network. The others are invoiced by e-mail. See Customers not on Peppol.

If it does not work​

You seeWhat to do
This Sage company could not be readThe agent cannot sign in to Sage. See Troubleshooting.
This Sage company's data is missing columns the agent readsNothing in Sage fixes this. Click Send diagnostics in the agent window and contact GoRoute.
The report says it is being builtIt is read in the background. Wait a minute and open it again.

The report carries no invoice amounts and no keys, so you can e-mail it to your accountant or to GoRoute.

Written for agent 0.2.x and the GoRoute portal release of 31 October 2026.

Last updated on