Use this function to manage accounts and authorizations. You can create an authorization and update the status of existing account authorizations.

Account authorizations allow you to communicate EFAT data with the Portuguese tax authority so that you can print the certified signature on PDF documents for invoices, credit notes, and debit notes.

Before you begin

You need to be registered with the Portuguese Fiscal Authority website to communicate EFAT data with the certified signature.

The Serviço de Assinatura de Faturas Eletrónicas (SAFE) website at https://sage.sage.pt/ also contains all information related to SAFE accounts management.

Process overview

This applies to companies with Portuguese legislation.

For the profile in the Companies function, you need to complete the information on the Portuguese legal data screen, such as identifying the EU VAT number.

The account for this company needs to be created with the Portuguese legal authority website.

Storing the PDF

When you sent send a file using the EFAT communication function or the EFAT inquiry, the data is stored in a folder at the company and site level and organized by year, month, and day. The naming convention is: EFAT_Company_Site_Year_Month_Day_Company_Doc.number_Controlnumber(day and hour printed).pdf

Prerequisites

SEEREFERTTO Refer to documentation Implementation

Screen management

Header

Filters

Company (field CPY)
Tax number (field EECNUM)
Communication provider (field EFATSAFEBP)
All (field ALL)

Tab Details

Grid

Select (field ACTSTATUS)
Company (field CPY)
Tax number (field EECNUM)
Communication provider (field EFATSAFEBP)
Days to expire (field DAYSTOEXPI)
Status Message (field STATUSM)
Processed (field PROCESSED)
Expiration date (field EXPIRATION)
Authentication (field CREDENTIAL)
Creation (field ISCREATING)
Expiring (field ISEXPIRING)
Expired (field ISEXPIRED)
Active (field ISACTIVE)
Create authorisation

For the company on the line, with a tax number identified and registered with the Portuguese legal authority, select this action to access the Sage SAFE website at https://safe.sage.pt.

If there is already an authorization for this company, when you access this site you can remove this authorization account or create a new one associated with your user profile. You receive an email confirmation from the Portuguese legal authority with the authorization number and the expiration date or a message informing you that the creation failed.

If an authorization does not already exist, you can create a new authorization for the company on the line. You receive an email confirmation from the Portuguese legal authority with the authorization number and the expiration date or a message informing you that the creation failed.

Update status

Select this action to update the authorization status for the company on the line.

After updating the status, the line populates with information returned from the Portuguese legal authority website.

You can also update multiple lines by selecting the checkbox at the beginning of each line and then selecting Update status in the Action panel.

Specific actions

Select this action to include all lines in the Details grid for a status update.

Select this action to clear all selected checkboxes in the Details grid.

Error messages

The only error messages are the generic ones.

Tables used

SEEREFERTTO Refer to documentation Implementation