Gestix ERP / CRM Software Update 2017 Ordinance No. 302/2016 Tax Authority

Portuguese Tax Authority published Ordinance no. 302/2016, dated December 2. It changes the data structure of the file referred to in Administrative Rule 321-A / 2007, dated March 26, and creates the taxonomies to be used in filling the SAF-T file (PT) – see original document.

Publication: Diário da República no. 231/2016, Series I of 2016-12-02, pages 4273 – 4379

Associated Legislation: Administrative Rule 321-A / 2007 – 26/03.

The said decree shall enter into force on January 1, 2017 for the years 2017 and following, except for the data structure referred to in Article 3, which shall come into effect on July 1, 2017.

Fiscal Update 2017

Gestix is ​​available in Gestix Cloud editions (1) and Gestix Download editions, installed on the user’s own server (2).

1. Gestix Cloud

The update is automatic and transparent for the User, there is no need to take any action for now. New taxonomies are automatically assumed for documents issued as of July 1, 2017.

2. Gestix Download

Installation on the server itself is maintained at the user’s own risk. In this case you need to install an update of the Gestix software.
Ensure that you are up to date with the latest Gestix 5.2.03, to apply the new taxonomic rules: despite the submission of the SAF-T 1.04_01 file, for documents issued as of July 1, 2017, only be accepted by e- Invoice as of August 1, 2017.

To update your Gestix Download please:

IMPORTANT NOTE: The new Gestix Download requires an Internet connection to extract the SAF-T

Gestix 5.2 Billing Software Update

A new update, Gestix 5.2 is being released.

This update introduces the table of standard VAT exemption reasons, as recommended by the Tax Authority. It also includes several enhancements and fixes relative to version 5.1.

If you use Gestix Cloud, the update is automatic. It appears information to the user that it had an effect, and no need to do anything else.

If you use Gestix Download, running on your computer, and have the updates plan on time, you can download the software update from the location:

The new Table Normalized VAT Exceptions can be accessed in the Admin / VAT rates menu. When invoicing with VAT exemption will now be available the codes in this list. You find in this menu the ability to edit the list to remove the options possibly not necessary in the case of your company.

In countries where it is not compulsory to use certified billing software, the new version does not require changes to the VAT table. However, it offers a new security option to give more freedom to editing invoices and other documents after recorded, as in earlier versions of Gestix prior to the 2008-2010 certification.

Gestix 5.2 (fiscal update, release 1, 2016)

  • New standard VAT Exemptions Table (for SAF-T enabled countries, shows exemptions reasons in invoice’s notes/comments and SAF-T file) [5.2.2]
  • Group VAT exemption reasons by reason and display then in the invoice’s Notes/comments area [5.2]
  • Set VAT Reasons using Gestix API: dci_reason_N now available [5.2.2]
  • Manage Batch Quantity by warehouse (same batch ID in different warehouses) [5.2.2]
  • It was possible to edit stock transactions even when involving Batch Numbers, yielding wrong item stock – fixed [5.2.2]
  • Corrected problem in sending supplier purchase orders by email  [5.1.13]
  • Fixed issue where the amount in words on invoices / receipts appeared with parts in English [5.2]
  • Billing contracts / recurrent Billing: option expiration date corresponds to the date of the contract renewal limit (Use data de vencimento do contrato) [5.2]
  • The conversion of orders into invoices was corrected problem in the currency could be changed for that was set in the client file [5.2]
  • Gestix API Improved handling of multiple shipping addresses for recurring customers [5.2]
  • Gestix API Improved to handle different VAT Exemptions for products and shipping [5.2]
  • Automatic notification of transport documents by AT Webservice [5.1.12]
  • The carrier defined in the order was not preserved when converting to Invoice [5.2.2]
  • Invalid Min.Qty warning in Invoice when Article’s minimum sale quantity not zero [5.2.2]
  • New function to duplicate article records and general tables records on new Gestix Enterprise [5.1.12]
  • New function to set Measurement Units and remove invalid chars from articles [5.1.12]
  • Inventory CSV small corrections, old versions [5.1.11]
  • Recalculate due date according to customer’s payment terms when changing invoice date [5.1.11]
  • Web Service AT – improvement of diagnostic messages [5.1.12]
  • Contract billing – optionally make the due date follow the first date of the billing period. Configurable from parameters usr_ctfduedt [5.1.12]
  • Webservice AT: in case of wrong password webservice returns error 99 and Gestix now transmits this message clearly to the operator [5.1.12]
  • Enable companies based in countries where it is not compulsory digital signature to enable editing invoices [5.1.12]
  • Print invoices in batches to print only the original or a duplicate (selectable) [5.1.15]
  • Allow import documents generated under other than digitally signs for intermediate document type order or similar  [5.1.12]
  • Corrected problem that could forget the default VAT after editing Admin / TA Credentials [5.1.12]
  • Corrected issue: Assigning the batch number’s Production Date is always forgot [5.1.15]
  • In calculating the Cost Average Price, option for dilution of expenses by amount or quantity [5.1.14]
  • Print 2nd copy with explicit indication on every page of the invoice or at the end bottom of the same [5.1.15]
  • Avoid accepting duplicate batch numbers in sales to prevent breaking the available stock [5.2.2]
  • Salespersons listings and reports by Geographic Area [5.1.11]
  • Allow Close Orders to users that can change and delete [5.2.1]
  • Allow the operator to define the default warehouse, in the multi-store menu, that will be used in data import operations  [5.2.1]
  • Enable Stock Release and Stock Reception memos to print price information [5.1.13]
  • Warehouse reports where corrected regarding a problem when only one warehouse was selected [5.1.13]
  • Optional dilution of shipping cost calculation by item quantity instead of item amount [5.1.13]
  • security option to just letting register invoices and overall sales of products in stock. Services and text with price are not allowed [5.1.13]
  • New configuration option to forbid sales of items not in stock, like services and others. [5.1.13]
  • The Use due date option in the Report Customer Debt by Age was not working correctly [5.1.13]
  • Corrected the customer totals in the CSV Report Customer Debt by Age [5.1.15]
  • When multiple currencies involved, show the invoice total in both EURO and GBP (or any other currencies)  [5.1.13]
  • Corporate: Discount by customer and product category – multiple discount columns [5.1.15]
  • Corrected: Initial Balance is not handled properly when paid in part: it would not allow another payment [5.1.12]
  • Improving efficiency in the Transport Document Transmission AT Webservice [5.1.15]
  • Corrected a problem when sending a document by email, only the duplicate was sent [5.1.15]
  • Corrected a problem that prevented configuration of the LDAP Directory system for user authentication [5.1.15]
  • Make the due date editable in open invoices [5.1.12]
  • Corrected transitory problem that required the operator to enter the item quantity manually in the Point of Sales menu [5.1.15]
  • Corrected problem that prevented access to the function to change the VAT for multiple items [5.2]


0394 Gestix Enterprise (Corporate Enterprise)
0395 Gestix Business (Business Light, Business Mini, Business CRM)
0396 Gestix POS
0397 Gestix Life

Estado da Certificação

Order processing: dealing with product assemblies

In some situations it can be handy to sell a set of items as an assembly instead of as discrete items. For example, a set including one table and six chairs would be defined as a unique product, having two items as its components: 1 x table and 6 x chair. In Gestix this is accomplished by defining the article type as a Kit/Package.

The price of the Kit/Package will be the sum of the components prices times their quantities. That prices can be predefined or left blank to make them being calculated at the order level and eventually select each item’s price from price list preferences for the involved customer or vendor.


Advantages compared to articles type Manufactured as Product:

  • Save operator time, inserting the kit/package into an order is similar to entering each and all of the components
  • Enable items to be sold both individually and as components of one or more aggregating items
  • Enable components to follow special price rules when used as part of a special product.

To add a new item as a kit/package proceed as follows.

Open the Articles menu, tap New Article.

Set manufactured as Kit/Package to define an assembly

Set Manufactured as Kit/Package.


Enter description, and optional bar codes, prices and other relevant info.


Press Save.


Notice the link New Product Model – tap it to edit the item list. Open it and add the items to be included.


(In Gestix version 5.1.4 a small issue prevents the software from displaying the correct items list. Instead of using the Articles button, enter the exact item code to include the components from stock. This problem will be fixed in the next release of the software.)


Unit prices can be defined in template or later on entering orders. Add each one of the components, editing unit prices or leaving them blank (zero) to assume order level pricing.


In this case the product model defines the prices to be used in this assembly.

Now, using this assembly item on a new order.


Select our article from the list, and say we selling 3 sets, so enter 3 in the quantity field instead of 1.


Notice that the component quantities were multiplied by three because we said we were selling 3 sets.

In version 5.1.4, if the user edits lines of the components just after adding them to the order, they can get later be displayed in a different order. To circumvent this issue, save the order as Draft and then Modify it before editing lines involving the Kit/Package components. A fix will be released soon.

Check out for downloads and cloud solutions

News about the new release, Gestix 5.1.03

The new release of Gestix software, version 5.1.03, has several new features and improvements to dozens of others. These enhancements further enrich the new Gestix 2014 editions, being immediately available depending on the product. Older editions also benefit from correcting problems and some improvements in this version.

Enable searching documents from dashboard by series, number, reference, etc

Faster Consistency Check function

Improved signed documents checker function

Faster operation through optimized user session management

Enable the user to choose which print layout to use on purchase orders

Hierarchical selection of budget lines and billing purchases

in batch printing menu is now possible to print the original, the duplicated or the triplicated of the document each one independently.

Product traceability: RMA serial numbers were available for new sales

When there is a receipt without a previous document when testing the saft file shows a warning similar to:

2. Payments [RCB 5] Related Document not available in text line with amount
4. Payments [RCB 5] Total amount must be positive


New Gestix logos

Editable Cost Estimates even after being printed

Project costing report corrected regarding delivery memos and bills of works

Monthly contract billing on specific day of the month

Planned for release on 2014-08-05.

Novidades da próxima release Gestix 5.1.03

A nova release do software Gestix, a versão 5.1.03, apresenta várias funcionalidades novas e melhoramentos em dezenas de outras. Estas melhorias enriquecem ainda mais as novas edições Gestix 2014, ficando de imediato disponíveis consoante o produto. As edições mais antigas também beneficiam da correção de problemas e de vários melhoramentos nesta versão.


Pesquisa de documentos no dashboard por série e número, referência, etc
Verificação de Consistência mais rápida
Improved signed documents checker function
Faster operation through optimized user session management
Permitir escolha do layout em encomendas de fornecedor
Seleção hierárquica das rubricas orçamentais em faturação e compras
Em impressão em lote para além de ser possivel imprimir varios documentos de uma so vez é possivel imprimir o Original, Duplicado ou Triplicado em separado.
Rastreio de produtos: os números de série em RMA apareciam disponíveis em novas vendas
Quando houver recibo sem documento associado ao testar o saft da um aviso informando este caso Ex:
2. Payments [RCB 5] Related Document not available in text line with amount 4. Payments [RCB 5] Total amount must be positive
Novos logótipos Gestix
Orçamentos editáveis, mesmo após impressão
Relatório de Situação de Projeto corrigido quanto ao tratamento de guias e folhas de obra
Faturação mensal de contratos em dia específico do mês


A libertação da versão Gestix 5.1.03 está planeada para 5 de Agosto de 2014.

Gestix Version 5.0.10 – Change Log / Improvements / Fixes

Transport Docs – Allow editing Shipping Details on closed deliveries

Transport Docs – Loading Date/Time is initialized to the current time when starting a new document

Transport Docs – Process the documents selected by the user, not everyone

Document draft editing: the insert row button was missing

Purchases listings and reports: the Purchases Filter was not working correctly

Transport Docs – Improve the feedback to the user when processing the XML response file from the Tax Authority

Document editing: corrected the problem that resulted in the lost of recently added text to the Notes/Comments field

Orders/Billing: corrected the problem about closing the Order when involving services only and no inventory items.

Gestix Version 5.0.07 fixes

Problems fixed in next release:

Editting Shipping Addresses – don’t keep empty addresses or with country only

SAF-T Transport Documents – Corrected the XML data for the loading and unloading places

SAF-T Transport Documents – Internet Explorer: validating the transport documents, would not open the response file dialog

SAF-T Transport Documents – allow choosing the period to process

SAF-T Transport Documents – Admin | AT Credentials – added option to disable printing the AT ID in the document