How to configure clients?

1. Go to APPLICATION | Home Group | Clients;

2. Select the desired client and click Edit, or double-click the client's row;

3. Specify the desired Client Group;

4. In AT Portal: Account, enter the user details for the Tax Authority/e-Fatura website;

5. In AT Portal: Password, enter the user's password for the Tax Authority/e-Fatura website;

6. Add an image to the client's record, such as its logo (optional). To do this, simply right-click, choose the Upload option, and then select the desired image;

7. The remaining fields will be imported from the ERP Administrator;

8. In the Contacts area, enter the client's contacts;

9. Set the Office assigned to the client (optional);

10. Set the Person in Charge, i.e., the accounting office employee responsible for the client (optional);

11. In the "Teams" table, you can view the team responsible for the client;

12. In the Profitability area, set the criteria for the estimated calculation of the client's profitability. Profitability will be determined based on the unit costs set for each type of posting/processing and the Client's Fee.

On the Third Parties tab, all the third parties created during imports are displayed, and you can view and edit the data individually or in bulk.

After clicking Save, these changes will be transferred to the third parties' documents that are in the Pending status.

You can also pin a previously created template for each of the third parties in this window.

On the Items tab, all the items created during the SAF-T imports are displayed, and you can view and edit them individually or in bulk.

These changes will be transferred to the entities' documents that are in the Pending status.

On the Settings tab, you must configure the following data:

1. Specify the chart-of-accounts accounts corresponding to the default Cash Account and Bank Account;
   Note: the term Use by Default defines which of the financial accounts will be used by default in the ECHO template whenever no settlement accounts are specified;

2. If all external connections need to go through a specific proxy, you must configure the following access details:
   - Host: the proxy address;
   - Port: the port number;
   - User: the username;
   - Password: the access password.

3. Check the Active Features in the ERP Administrator for the Client (optional);

4. In the VAT Rates area, validate and, if necessary, correct the VAT rate values according to the VAT Rate Types. By default, the rates applied in Continental Portugal are assumed;

5. In the Data Sources area, set the purchase, sales, and bank data sources to be used for the client, by enabling the corresponding checkbox;

6. Select the configuration template you want to apply to each of the client's extensions, noting that only one extension can be active per category:
   - Sales Category: SAF-T, Sales (e-Fatura, Recibos Verdes (Green Receipts, the Portuguese self-employed invoicing platform), and e-Arrendamento), and Jasmin;
   - Purchases Category: Purchases (e-Fatura, Recibos Verdes, and e-Arrendamento), and Jasmin;
   - Banks Category: Banks.

On this tab, you should select the client folders you want to create, as they are required for the application's automations.

For example, if you enable the SAF-T extension, you must enable the SAF-T - Import folder, and if you want to enable the LOG for imports, enable the LOG option for this folder.

For more information about system folders, we recommend consulting the article "How to configure system folders?"

This tab shows all the scheduled tasks created and their status. You can select the scheduled tasks you want to assign to the client without needing to access the task scheduling menu.

For more information about scheduled tasks, we recommend consulting the article "How to schedule tasks?"

To finish the configuration, simply click Save or Save and Exit.