Step by Step Guide to Create and Register Sequences
Step 1 - Setting up your data on the Acesso.gov.pt portal
The first step is to ensure the conditions for InvoiceXpress to register sequences through an authorized user.
Therefore, all you need to do is:
1️⃣ Go to acesso.gov.pt
i) If you already have a user, just check the option "WSE - Comunicação e Gestão de Séries por webservice" as one of the authorized operations:
ii) If you don't have a user, just create one and check the option "WSE - Comunicação e Gestão de Séries por webservice" as one of the authorized operations:
Step 2 - Set up your InvoiceXpress account
To create sequences and to have the option to register, the connection to AT (Tax Authority) must be set up. With the 1st step completed, it's time to configure the AT Communication in InvoiceXpress. The process is simple:
1️⃣ Access the sequences management page in order to start the process. In the Account Preferences → Documents, select the option “Sequences'’.
2️⃣ Click “ Configuration” on "Communication with AT":
i) If you have the Automatic Communication credentials for AT set up, you can use them or enter new credentials. Then click "Save".
ii) If you do not have the credentials for Automatic Communication with the AT set up, enter the Sub-user and Password data and click "Save".
3️⃣ Credentials are entered and sequences registration can be performed during the sequence creation.
Step 3 - Create and register a new sequence, or register an existing sequence
After configuring the communication with the Tax Authority (step 2), only the last part of the configuration is missing: the creation and registration of new series, or the registration of already existing series.