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Setup guide · November 2026
/ Guides · TOConline · Register series

Report series in TOConline.

In TOConline, you create the series under Empresa, Configurações, Séries de documentos, and report it to the Portuguese tax authority (AT) from the series' own menu, with Comunicar a série.

01What you need

TOConline connected to the AT.

02Where

Empresa, Configurações, Séries de documentos.

03Next

Connect TOConline to Rioko.

01

Create the series

Under Empresa, Configurações, Séries de documentos.

  1. 1In TOConline, open Empresa, Configurações and choose Séries de documentos.
  2. 2Click the + button and choose Criar série.
  3. 3Fill in the Prefixo, which is required, and the Descrição.
  4. 4Tick Por omissão if this should be the default series.
  5. 5Follow the next screens until you save.
Criar nova série de documentos in TOConline, with Prefixo, Descrição and Por omissão.
02

Report the series to the AT

In the series menu, inside TOConline.

  1. 1In the list, hover over the series' row and open the menu with the arrow.
  2. 2In the AT section, choose Comunicar a série.
  3. 3The Obter códigos da AT option, in the same menu, fetches the codes from the AT.
  4. 4In the series preview, check the Código AT for each document type.
The series menu in TOConline, with the AT section: Obter códigos da AT and Comunicar a série. The company's data is blurred.
Séries de documentos in TOConline, with the AT column and the Código AT for each document type. The company's data is blurred.
How to read the AT column

The cloud icon shows the status. Hover over it to see, for example, that the series has all document types still to be reported.

03

Tell Rioko which series to use

In the integration's invoice settings.

  1. 1Choose the series in the list. Only series reported to the AT appear.
  2. 2Credit notes and receipts go to the series with the same prefix.
FREQUENTLY ASKED QUESTIONS

Frequently asked questions

Where do I report the TOConline series to the AT?

Inside TOConline itself, in the series menu, under Empresa, Configurações, Séries de documentos.

Why does my series not appear in Rioko?

Rioko only lists series reported to the AT. Report it in TOConline and go back to the invoice settings.

What is the Prefixo in TOConline?

It is the series' identifier, and the only required field on the first screen.

Where can I see the AT code for each document?

In the series preview, in the Código AT column, with one row per document type.

CONTINUE

Related guides

Connect TOConline to Rioko

All the requirements and steps.

See the guide →

Connect TOConline to the AT

The previous step: the AT sub-user.

See the guide →

Invoicing series: what they are

The concept, explained.

Read the article →

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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