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Register series in InvoiceXpress.
In InvoiceXpress, you create and register the series on the same screen, under Configurações, Séries / ATCUD. When you click Guardar e Registar (Save and register), InvoiceXpress reports the series to the Portuguese tax authority (AT) and assigns an ATCUD to each document type.
InvoiceXpress connected to the AT.
Configurações, Impostos e AT, Séries / ATCUD.
Create and register the series
All inside InvoiceXpress.
- 1Open Configurações and, under Impostos e AT, choose Séries / ATCUD.
- 2Click Criar Série.
- 3Enter the Nome da Série, following the rules below.
- 4Tick Usar como Série pré-definida if this should be the default series.
- 5Click Guardar e Registar.
- Can have
- Letters (a-z, A-Z), numbers (0-9) and separators (. _ -), up to 35 characters.
- Cannot
- Start with «AT», have symbols or spaces, have two separators in a row, or have separators at the start or end.
Confirm the registration
The list shows the status of each series.
- 1Go back to Séries / ATCUD.
- 2Check that the series shows REGISTADO (registered).
Tell Rioko which series to use
In the integration's invoice settings.
- 1In the Série de Faturação field, enter the exact name of the series, with the same capitals.
- 2Leave it empty to use the account's default series.
- 3When you save, Rioko checks that the series exists and warns you if it cannot find it.
Frequently asked questions
Where do I report the InvoiceXpress series to the AT?
Inside InvoiceXpress itself, by clicking Guardar e Registar. You need the AT connection active.
What can I name a series in InvoiceXpress?
Letters, numbers and the separators full stop, hyphen and underscore, up to 35 characters. It cannot start with «AT» or have spaces.
Does one series work for every document type?
Yes. In InvoiceXpress, a series is a family, with its own numbering for each document type.
Is the ATCUD the same for all documents in the series?
No. InvoiceXpress assigns an ATCUD to each document type in the series.
Do I have to create a new series every year?
It depends on how you organise your series. See the year-end checklist.
Related guides
Need help?
If you would rather set it up with us, book a call. We configure everything with you, live.
Book a call ↗ calendly.com/pedro-kapta/rioko-support
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