How to create a user in Finance Portal for the communication of the invoices?

How to create a user in Finance Portal for the communication of the invoices?

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In order to activate the communication of the invoices, you must create a user on the Finance Portal, with the necessary permissions for the communication of documents.

First of all, you need to click on the following picture where it says "AT Autoridade Tributária e Aduaneira".

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Next, you need to log on using your Finance Number and the Password as shown in the picture below.

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Next, you need to click on "Todos os Serviços" as shown in the picture below.

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Next, you need to click on "Gestão de Utilizadores" as shown in the picture below.

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Next, you need to click on "Criar um Novo Utilizador" as shown in the picture below.

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Next, you need to create user and password as shown in the picture below.

eg. 123456789/1, 1234567897/2, 123456789/3, and so on.

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Next, you need to check the required permision as shown in the picture. The permissions may defer from billing software to software.

eg. Uber-Fonoa needs following permisions.

CGS - Comunicação e Gestão de Séries

WDT - Webservice for communication of transport documents

WFA - Webservice de communication de dados de faturas

WSE - Comunicação e Gestão de Séries por webservice

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Next, you need to select all of the permissions and click on "Submeter" as shown in the picture below.

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Next, you need to click on "Listar Utilizadores" as shown in the picture below.

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Next, you need to click on "Alterar Dados" as shown in the picture below.

It is strongly recommended to choose a correct description for the user. eg. ETPos, TR Soft, Vendus, Uber-Fonoa, Bolt-Fonoa, and so on.

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Next, you need to type a description as shown in the picture.

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Next, you need to click on "Submeter" as shown in the picture below.

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Next, you need to click on "Listar Utilizadores" as shown in the picture below.

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In this way, you have created a user in Finance Portal for the communication of the invoices.

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Congratulations!

         

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For more information, please contact us.

(Author)

Raj Don