SAFE account management
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
Refer to documentation Implementation
Screen management
Header
Fields
The following fields are present on this tab :
Filters
|
|
|
|
|
|
|
|
Close
Tab Details
Fields
The following fields are present on this tab :
Grid
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Close
Action icon
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.
Close
Specific actions
Selecting this action updates the status for selected lines in the Details grid.After updating the status, the line populates with information returned from the Portuguese legal authority website. |
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. |