--- title: "How to configure clients?" slug: "1619601742-1" tags: ["Clients"] updated: 2026-08-17T13:59:02Z published: 2026-08-17T13:59:02Z canonical: "help.ila.cegid.com/1619601742-1" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.ila.cegid.com/llms.txt > Use this file to discover all available pages before exploring further. # How to configure clients? - [x] PT - [ ] ES - [x] AO - [ ] CV - [ ] MZ - [ ] ST - [ ] GW - [x] Professional - [x] Executive - [ ] Public Sector - [ ] Omnia - [x] Evolution --- To streamline company creation and ensure data consistency, you can import companies created in the ERP into Accounting Automation. > [!NOTE] > Clients are understood to be the **companies that exist** in the ERP. --- ## Activating PAA in companies When Accounting Automation is started, the companies that exist in the ERP Administrator **are automatically synchronized**. However, you must make sure that PAA is active for the company in question. To activate PAA in companies, follow these steps: 1. Go to the **ERP Administrator**; 2. Double-click the desired company; 3. On the **Parameters** tab, click **Add/Remove Applications**; 4. Select **Accounting Automation**; 5. Click **Confirm**. Whenever Accounting Automation is run by a user with an Administrator profile, the companies' data will be updated/imported and automatically listed in the **Clients** area, if it's a new company. --- ## Configuring clients After importing the clients, you must configure a set of data related to these entities. To configure clients, follow these steps: **Step 1: Select the client and set general data** 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](https://help.ila.cegid.com/primavera/docs/1602867555); 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](https://help.ila.cegid.com/primavera/docs/1619601721) assigned to the client (optional); 10. Set the [Person in Charge](https://help.ila.cegid.com/primavera/docs/1619601733), i.e., the accounting office employee responsible for the client (optional); 11. In the "[Teams](https://help.ila.cegid.com/primavera/docs/1619601854)" 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. **Step 2: Edit Third-Party data** 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](https://help.ila.cegid.com/primavera/docs/1619602043) for each of the third parties in this window. **Step 3: Edit items** 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. **Step 4: Configure data** 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. **Step 5: Select the client's folders** 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?](https://help.ila.cegid.com/primavera/docs/en/1619602306)" **Step 6: Select scheduled tasks** 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?](https://help.ila.cegid.com/primavera/docs/en/1619601988)" **Step 7: Finish the configuration** To finish the configuration, simply click **Save** or **Save and Exit**.