Localization PT

The features you need to meet the legal needs required in Portugal, framed in the Billing and Accounting module.

Differences between certification and localization?


PT certification is related to the obligations of the Tax Authority (AT), that is, it is related to the company's invoicing and the creation / communication of all fiscally relevant documents;


PT localization has to do with the obligations of the Accounting Standardization System (SNC), that is, it is related to the standards and accounting models to be implemented by the company.

PT Localization

ARXI developed on Odoo's Invoicing and Accounting module, the functionalities necessary to meet the legal needs demanded in Portugal. In this sense, it certified with regard to the SAFT of Sales in Portugal, obtaining certificate No. 2790/AT.


Legal requirements are dynamic in the sense that they change frequently and new ones easily emerge. Thus, ARXI guarantees that its software complies with all legal requirements in billing.


Odoo Enterprise Edition (EE) customers, with https://odoo.sh/ hosting, who purchase the Billing/Accounting application can install the ARXI certification solution, with no installation cost*. In the case of Odoo Community Edition (EC) and Odoo Enterprise Edition (EE) customers, with on-premise servers, it is now also possible to install the ARXI certified solution, with associated installation and maintenance costs (price on request).


Esta solução é desenvolvida em Odoo e não tem qualquer dependência externa.**


*All installations are associated with a parameterization service according to the customer's needs, the value of which is in accordance with the price list in force at the time of installation.

**Em implementações On-Premise, a certificação dos documentos é feita em servidor externo.

Characteristics

This solution has the following advantages:

  • 360º integration in the system;
  • No limitations on issuing sales documents;
  • Possibility of development on a local machine, depending on updates from the Odoo partner (server validation and update);
  • Possibility to develop functionalities with the Studio application;
  • Integrated sales and transport documents.

Solution cost

Currently, ARXI does not charge any amount for the presented solution.

​Considering the evolution of functionalities and the roadmap presented, it is expected that in the near future there will be costs for the installation and maintenance of the certified solution. They will be communicated in due time.

Localization Module

The possibility of running internal accounting in Odoo Enterprise V15 and subsequent versions is close to being a reality. The 360º integration of your business will allow you to have real-time data and know your business numbers at the distance of a click.

Versões suportadas: V14 / V15 / V16
Lançamento da V17 previsto para 1ºTrimestre de 2024


Atualmente, no módulo de localização PT fornecido pela ARXI, já é possível obter: 

  • New Chart of Accounts (adapted to the SNC with respective taxonomies),
  • New Taxes (with accounts and tax grids already filled in),
  • New Fiscal Positions (with mapping of taxes and accounts for the Azores, Madeira, Intra-Community Market, and Extra-Community Market),
  • Communication through AT webservice (Series and Transport Guides),
  • ATCUD and QrCode on fiscally relevant documents,
  • SAF-T for Invoicing (import and export),
  • SAF-T for Accounting (import and export),
  • Income Statement (adapted to the SNC),
  • Balance Sheet (adapted to the SNC),
  • Periodic VAT Declaration (annexes 40, 41, R, clients, and suppliers),
  • Analytical Trial Balance,
  • Ledger Trial Balance,
  • Closing Trial Balance,
  • Multi-Payment of invoices (clients and suppliers),
  • Model 10 (withholding tax),
  • Statement of Changes in Equity,
  • Cash Flow Statement,
  • Model 32 (depreciation and amortization).