---
title: Agreements, invoices, certificates and regulatory filings
description: Agreements and funding, provider invoices, certificates and regulatory training reports.
url: "https://illizeo.com/en/centre-aide/training-paperwork-and-regulatory/"
updated: "2026-11-01"
category: Training
---

# Agreements, invoices, certificates and regulatory filings

Training leaves a paper trail: the agreement (convention) signed with the provider, its funding, the invoice, the certificate given to the trainee, and every year reports to present to the works council or the authorities. This article describes the **Paperwork** and **Regulatory** screens of the Training module. It is for training administrators, accounts staff and HR. The terminology (OPCO, Qualiopi, CSE, DOETH, social report) comes from French law.

## Before you start

- The Training module must be installed for your workspace.
- Paperwork screen: the "Conventions, invoices & certificates" permission (Training part of the role matrix), **Access** level to view, **Execute** level to create a convention, approve or dispute an invoice and fill in Qualiopi.
- Regulatory screen: the "Regulatory file" permission, Access level to view, Execute level to produce a report.
- Activating the regulatory framework: the "Training module settings" permission, Execute level.
- Training providers are declared in **Settings › Training › Rooms, trainers & providers**, **Providers** tab (company ID, registration number, Qualiopi certification and its expiry date).

## The Paperwork screen

Open **Training › Administer › Paperwork**. The **Conventions & admin** page first flags sessions that started without a signed convention, then shows five tiles: **To sign**, **Invoices to approve**, **Certificates to issue**, **Qualiopi gaps** and **Provider Qualiopi** (certifications expiring within 90 days). Five tabs follow: **Conventions**, **Funding**, **Invoices**, **Certificates** and **Qualiopi**.

![The Conventions & admin page: To sign, Invoices to approve, Certificates to issue, Qualiopi gaps and Provider Qualiopi tiles, Conventions, Funding, Invoices, Certificates, Qualiopi tabs, and the list of conventions](https://i0.wp.com/illizeo.com/wp-content/uploads/2026/11/training-paperwork-and-regulatory-01.en_.png?resize=800%2C500&quality=80&ssl=1)
Training › Administer › Paperwork, Conventions tab.

## Conventions

The **Conventions** tab lists conventions with their provider, period, amount excluding tax, funding source and signature status. Search by reference, provider or course, or filter by **Status**. A row flags risks: session started without a signed convention, start before signature (OPCO funding at risk), provider without Qualiopi, missing document.

To create a convention:

1. Click **New convention**.
2. Choose the **Training provider** and the **Course**. With the "Sessions & scheduling" permission, you can **Link sessions** covered by the convention.
3. Enter the **Amount excl. tax (€)**, the **VAT (%)**, the **Funding** (company budget, OPCO, personal training account, co-funded, FNE state scheme), the **Funding body (OPCO)** and the expected **Funded amount (€)**.
4. Enter the number of **Trainees**, the **Total hours**, and the **Start** and **End** of the period.
5. Click **Create the convention**. It is created as a draft.

![The New convention drawer: training provider, course, sessions covered, amount excluding tax, VAT, funding, funding body, funded amount, trainees, hours, start and end, Create the convention button](https://i0.wp.com/illizeo.com/wp-content/uploads/2026/11/training-paperwork-and-regulatory-02.en_.png?resize=800%2C500&quality=80&ssl=1)
Conventions › New convention.

Click a row to reopen a convention: edit its fields, then click **Save**.

## Funding

The **Funding** tab summarises the conventions shown by the current filter: **Total contracted excl. tax**, **Covered by the OPCO**, **Company share**, conventions announcing funding with no file number, **Breakdown by funding source**, and **Funding files** with their status. The **CPF — what the company knows** panel explains that an employee's personal training account belongs to them and is not shown. This tab is read-only.

## Invoices

The **Invoices** tab shows provider invoices with their due date, amount excluding tax, **Variance** and status (To approve, Approved, Paid, Disputed). The variance is calculated against the convention amount; an invoice with no convention is flagged.

- **Approve**: for an invoice that matches its convention.
- **Dispute**: enter the reason (at least 5 characters, for example "14 trainees invoiced, 11 present on the attendance sheet"), then confirm with **Dispute**. The invoice becomes "Disputed".

## Certificates

The **Certificates** tab tracks end-of-training certificates for completed sessions. For each session: the number of trainees and certificates issued; for each trainee: hours attended out of hours planned (with a partial attendance note), whether the objectives were met and, where relevant, what prevents issue (session not marked as completed, incomplete attendance sheet, objectives not recorded). An issued certificate can be downloaded from its row. Trainees find theirs under **My certificates** (see [Your training space](https://illizeo.com/en/centre-aide/training-learner-space/)).

## Qualiopi

Qualiopi certifies providers that sell training: this tab only concerns your company if it sells training. It counts compliant indicators out of applicable ones, and flags those declared compliant with no evidence filed. Indicators are grouped by criterion (from 1, Public information, to 7, Feedback and improvement).

1. Choose an indicator's status in its list (Conform, Partially conform, Non-conform, Not applicable): it is saved immediately.
2. To keep a record, click **Note**, state where the evidence is and what remains to be done, then **Save**.

Below the tabs, the year's **Training report** card gives the trainees, hours and breakdown of income (own funds, OPCO, public funds, individuals). It is calculated and cannot be edited.

## Activating the regulatory framework

Training reporting obligations differ from one country to another; until a framework is active, the Regulatory screen produces nothing. The framework available is the French one (four documents).

1. Open **Settings › Manage Illizeo › Compliance**, choose France, then the **Training** tab.
2. Under **Applied framework**, click **Apply** next to the framework. Only one applies at a time; **No framework** removes it.

You can also click **Activate** on the Regulatory screen when no framework is active.

## Producing a regulatory report

1. Open **Training › Administer › Regulatory**.
2. Choose the report: **Works council — training**, **Disability declaration — training**, **Social report — training** or **Certifications annex — risk assessment**.
3. Choose the **Year**. The first three reports cover the completed financial year (suggested by default); the certifications annex describes the situation on the day it is generated.
4. Read the report: recipient, due date, status (Complete, Incomplete, Unavailable) and figures calculated from completed sessions. If the report is incomplete, each point to address has a **Fix it** link.
5. Under **Produce the report**, click **Freeze and produce**, add a note (required, at least 15 characters, if the report has gaps), then click **Produce**.

![The Regulatory reporting page on the Works council — training report: year selector, recipient, due date, status, calculated figures and the Produce the report section](https://i0.wp.com/illizeo.com/wp-content/uploads/2026/11/training-paperwork-and-regulatory-03.en_.png?resize=800%2C500&quality=80&ssl=1)
Training › Administer › Regulatory: the works council report for the past year.

Figures are frozen at the time of production. The report joins the **Produced reports** list with its year, date, author, note and, where relevant, the Incomplete label.

## Good to know

- Amounts are displayed in euros.
- Breakdown rows covering fewer people than the anonymity threshold are hidden; totals include them.
- The content of regulatory reports is written in French, whatever the interface language.
- A frozen report is never recalculated: to correct a figure, produce a new report.

## FAQ

### The Regulatory screen shows "No regulatory framework is active".

Activate the French framework from this screen (**Activate**) or from the compliance settings. You need the "Training module settings" permission at the Execute level.

### I cannot find my provider in the convention.

Declare it first in **Settings › Training › Rooms, trainers & providers**, **Providers** tab, and check that it is active.

### My company only trains its own staff: do I need to fill in Qualiopi?

No. Qualiopi concerns providers that sell training. Just check, in the **Providers** tab of the settings, that the providers you use are certified when you request OPCO funding.

### *Similaire*