Gestix ERP / CRM Software Update Portaria 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.

Updates to the Gestix software will be made available within the planned schedule. If you use Gestix Cloud, these updates are automatic. Information is displayed to the user that it has taken effect, and no further action is required.

If you use Gestix Download with up-to-date updates plan, information on how to proceed to obtain and install the software update is sent by email.

If you do not have the current annual support plan you should contact our commercial services for support.

Invoice: display the amount in customer’s own currency

In this example, our billing is in EUR (Euros) but want to display the amount in GBP (Great Britain Pounds) in the invoice to certain customers.

First, add the GBP currency onto the database and specify the exchange rates (Currencies menu).

Currencies menu: Defining currencies and exchange rates

Currencies menu: Defining currencies and exchange rates

Then, in the Customers menu, edit those customers that want the amount in GBP shown on their invoices.

 

Customers | Modify Customer - defining customer's preferred currency

Customers | Modify Customer – defining customer’s preferred currency

Finally, check the Admin | Settings menu to ensure that the Display Counter Value in Base Currency option is enabled.

Admin / Settings

Admin / Settings

When Display Counter Value in Base Currency is enabled, if the customer’s preferred currency is GBP and the invoice is in EUR (the base currency), the amount in GBP will be printed in the invoice. If the invoice is in GBP, the amount in EUR will be printed instead.

Invoice in base currency (EUR), customer’s preferred currency is GBP

Screen Shot 2016-03-21 at 1.44.01 PM

Invoice in GBP, base currency EUR, don’t care customer’s preferred currency

Screen Shot 2016-03-21 at 1.43.43 PM

Any questions or comments? please submit them below.