Step by Step Guide to Create and Register Sequences

Since 01.01.2023, it is only possible to finalize documents in registered sequences. For this reason, the ATCUD code is mandatory on all types of documents, as required by the Tax Authority.

1Create a user on the Finance Portal

To add to the InvoiceXpress configuration:

  1. Go to the Finance Portal (http://www.portaldasfinancas.gov.pt/at/html/index.html);
  2. On this page, click Finanças;
  3. Click Serviços;
  4. Click Gestão de Utilizadores in the Autenticação de Contribuintes column, and log in:

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💡 Create a new user and choose a password. The user will look like NIF/1: the format is always NIF/number (depending on the number of users already created). Regardless of the name you give it, this is the value you should enter in InvoiceXpress. The password must be between 8 and 14 characters.

⚠️ Mandatory permissions: on this user's permission list, choose WFA and WSE.

2Add the details to your InvoiceXpress account

Then, add these details to your InvoiceXpress account:

  1. Go to Settings;
  2. Click Sequences / ATCUD;
  3. Click Configure and add the AT user credentials.

✅The configuration was successful and the connection with the AT is active

You can now move on to step 3, to create and register a new sequence.

⚠️The configuration failed and the connection with the AT is still inactive

The error indicates that InvoiceXpress asked the AT to validate the data you added, and some data was not validated. This can happen for several reasons:

  1. Some configured user data does not match the user registered on the Finance Portal, for example the NIF/user number or the password.
  2. A mandatory option is missing from the permission list. Make sure you selected WSE and WFA.
  3. The user is suspended in the user management of the Finance Portal. If so, activate the user.

How to resolve it:

  • Check the configured data again and confirm that the user created on the Finance Portal has the correct permissions.
  • You can choose a new password for the user on the Finance Portal and try to configure the connection with the AT again in your InvoiceXpress account.
  • As a last resort, create a new user on the Finance Portal and add the new details to your InvoiceXpress configuration.

3Create and register a new sequence

Once the configuration is registered successfully and the connection with the AT is active, you can create and register sequences.

  1. Click Create New Sequence.

Choose a name for the new sequence and, if you want to use it now, enable the Use as default sequence option. Then click Save and Register.

The created sequence will show the status Registered, which means it has been registered successfully and you can now create and finalize documents in the account.

🔁I already have an active AT connection and want to register an existing sequence

You can find all the steps in How to register an existing sequence?.

⚠️I have an active AT connection, but registering the sequence gives an error

See the article Received an error when registering the sequence?.

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