How to see which client companies are up to date

What is it for?

The Client companies: what is up to date? panel shows, in one line per company, the status of VAT, Payroll, the month's Closing and Missing documents. It tells you which client to attend to first.

When to use it?

• At the start of the day or the week, to see what is still to do for each client.
• Before the VAT deadlines, to see which companies have not yet submitted.
• Do not use it as proof that the return was submitted: the panel shows the status of the obligations in the product, not the submission to the AT. For the deadlines, see the tax calendar.

Where to find it?

• With Accounting firm mode turned on, the Accountant gets it when logging in.
• If you open Accounting from the apps menu, What is there to do? opens: the panel is in Accounting › Configure › System › Client companies: what is up to date?.

Before you start

• Accounting firm mode turned on.
• The panel only shows the companies the person has access to. The example is the fiscal officer with three companies (Empresa Demonstração, Livraria Teste and Papelaria Exemplo), on 01/11/2026.

How to use it

1. Log in. The product opens the panel (or, from Accounting, Configure › System › Client companies: what is up to date?), with the month November 2026 selected at the top right. Each line is a company; the one that is open has the Open now mark and the others have Open this company.
2. Read the columns. In the example, Empresa Demonstração has 1 still to do for VAT, Previous month still open for the closing and 1 document received; Livraria Teste and Papelaria Exemplo, created today, have VAT Up to date, No fiscal year yet: open to create it for the closing and Nothing received from the client yet.
3. Click a cell to open the list that explains it. The 1 still to do cell opens the company's VAT obligations: the Periodic VAT Return (monthly) for September 2026, due on 20/11/2026, in 19 days, fiscal officer. The Previous month still open cell opens the periods (October 2026, 01/10 to 31/10, Open). The 1 document received cell opens the documents received in the month (in the example, a draft).
4. Below the table, What is pending lists, for the open company, the bank lines to reconcile, the drafts, the month's obligations and the documents received, each with its Due status (Late or To do).
5. To work on a company, click Open this company. The product switches to that company (its name appears in the top right corner).
6. To see another month, choose it in the list above the panel (from November 2026 back to December 2024). To find a company, type part of its name in Filter the companies by name.

Expected result

• One line per company you have access to and an explanation per cell: opening the cell shows the records behind it.
• A new company does not appear as late during its first 15 days. In the example, on 01/11/2026, with the month October 2026 selected, the older companies (Empresa Teste Filial and Empresa Teste Portugal) appear Late, in red, under State and Missing documents, while Livraria Teste and Papelaria Exemplo, created that day, are only To do, in yellow.

Important notes

• Payroll shows No access to payroll to anyone without the payroll profile, even a fiscal officer: the panel gives no access to anything the person cannot already see.
• The State cell of a newly created company shows To do until the setup wizard is finished.
• The panel counts what is recorded in the product. A document the client has not yet sent, or that has not yet been recorded, does not count as received.

Common problems

I only see one company

• Cause: the person only has access to one company (the demo Accountant only sees Empresa Demonstração).
• What to do: ask the administrator to give you the other companies.

The panel is not in the menu

• Cause: Accounting firm mode is turned off.
• What to do: turn it on in the Settings.