How to check that the localization is properly configured
What is it for?
The Localisation status answers two questions: is the active company ready to issue certified documents? Which version and which modules are installed? It is the first screen to open in a new installation and the one support asks for when there is a problem.
When to use it?
- After configuring a company, to see what is missing.
- After installing or updating, to confirm the version and the modules.
- To tell support the version and the environment.
- For a more complete check, use the Certification self-diagnosis, which runs 20 checks.
Where to find it?
- Accounting › Configure › System › Localisation status.
- Accounting › Configure › System › Certification status.
Before you start
The profile is Certified accountant, who sees both menus. Done on 3 November 2026. The Accountant does not have them. The result is for the active company, in the top right corner.
How to use it
- Open Accounting › Configure › System › Localisation status. The PT Localization Status form shows the Version (
20.0.1.0.0) and the Environment (TEST). - Read the Setup block. There are five lines: AT software certificate in force, Organized accounting answered, Signing key active, Fiscal series communicated and VAT taxes configured. Each says OK or Needs attention, with what it found and, for the missing ones, what to do.
- Scroll down to Installed localization modules: each line has the module name and the version, for example
l10n_pt_arxi_base (20.0.1.31.18). - Open Accounting › Configure › System › Certification status. The PT Certification status form repeats the Setup block and lists the certification modules.
Expected result
In a company ready to issue, the lines say OK: in the demo, “Certificate n.º 9876/AT”, “There is an active signing key”, “11 active series, all with the validation code of the Tax Authority” and “36 sales and 63 purchase VAT taxes”.
Important notes
- These screens are read-only. The New button appears at the top, but there is nothing to fill in or save: read and close.
- It only shows the active company. In an installation with several companies, switch company and open it again.
- Pending validation on screen: the form in the production environment, because the demo only runs in test.
Common problems
Several lines with “Needs attention” in a new company
Seen with a company not yet configured (Empresa Teste Portugal). Each line says what to do:
| Screen message | What to do |
|---|---|
| “There is no active signing key.” | “Ask the fiscal administration to create the key. No document can be signed without it.” |
| “There is no active fiscal series.” | “Create and communicate the series in Accounting › Configure › Certified invoicing › Fiscal series.” |
| “No AT software certificate is in force for the company…” | “Ask the fiscal administration to register the certificate.” |
“Organized accounting answered: Not answered”
- Cause: nobody has yet said whether the company has organised accounting. The screen warns that “Nothing is blocked”.
- What to do: the Fiscal officer answers on the company form, PT Localization tab, Change the certified software obligation button.