Which automatic processes fiscaldoo runs

fiscaldoo runs several tasks on its own: it warns of deadlines, stores the certified PDFs, prepares the VAT periods, imports statements, updates exchange rates. Each task is a scheduled action, with an interval (every 5 minutes, daily, weekly, monthly) and a next execution date. This article is for the system administrator and for whoever provides support.

Where to see them

Settings › Technical › Automation › Scheduled Actions, with the system administrator profile and developer mode on. To turn it on, open Settings, scroll down to the Developer Tools group and click Activate the developer mode; the Technical menu appears next to Translations (on a narrower screen, both are under the + button at the end of the menu bar). Without developer mode, the Technical menu does not appear.

The list shows Priority, Action Name, Model, Next Execution Date, Interval Number, Interval Unit and Active. It has the fiscaldoo tasks and the Odoo ones (121 in the demo on 05/11/2026). To find one, type part of the name in the search, for example câmbio or IVA.

The fiscaldoo tasks

In the demo (02/11/2026) there are 68 fiscaldoo tasks. By area (the name is the one in the list):

• Certification and AT: “PT certification: keep the certified PDF of issued documents” (every 10 minutes); “PT certification: check series numbering”; “PT AT: invoice communication deadline alerts”; “PT AT: warn before the AT certificate or public key expire”; “PT AT: warn about credentials of the vault that are not used”; “Transport guides: refresh the communication deadline warning”.
• VAT, SAF-T and obligations: “DP IVA: generate the periods of the year”, “DP IVA: pre-calculate the previous periods” and “DP IVA: deadline alerts”; “SAF-T (PT): background generation queue” and “SAF-T (PT): quarterly review of the accounting obligation calendar”; “PT IES: generate and validate the requested XML files”; the three “PT Tax calendar” tasks (generate the obligations, remind the people responsible, mark the overdue ones); “Payments on account (IRC): refresh the status”; “COPE: assess liability”; “Withholding taxes: synchronise taxes with the rates in force”; “Simplified regime: turnover threshold alerts”.
• Accounting: “Fiscal years: create the current fiscal year”; “PT: bookkeeping delay alert (CIRC art. 123.º n.º 3)”; “PT: warn about Storno Accounting in Portuguese companies”; “Fixed assets: simulate the previous month's depreciation (needs approval)”; “Update exchange rates from the ECB”.
• Banks, collections and payments: background statement import; cash-flow forecast; post-dated cheques; collection reminders; expired Multibanco references; SEPA direct debit mandates; online payment providers (status and expiry of open payments); subscriptions (the day's invoices and new collection attempts).
• Payroll and people: eight “Payroll: …” tasks switched on (expiring documents, the year's holiday allocations, monthly accrual of holidays and allowances, reminders for laws under watch, annual State Budget line under watch, night work, absences with no known end, items to review) and one switched off (see “The ones that come switched off”); “DMR: simulated resubmission after a temporary rejection”; State support schemes; training; expired signature requests.
• Security and logs: “PT Audit: remove the Auditor profile after its end date” (hourly); “PT Logs: archive the yearly export of the control logs”; the two backup tasks (overdue backup and restore of older backups). See backups.
• Copilot and reports: five Copilot tasks (mentions in notes, anomalies and weekly summary, bank lines, month-end closing and payroll batch, scheduled rules); PDF reports and scheduled emails in the background; the Monday summary.

The ones that come switched off

These tasks exist but are switched off (Active off) until someone turns them on:

• “PT AT: settle unanswered communications (status query)”;
• “Bank: apply the automated reconciliation rules to the lines still to reconcile” and “Bank: automatic reconciliation of the journals that have it on”;
• “EDI: receive and process messages”;
• “People: check the official pages of the supports (weekly, only if the switch is on)”;
• “Training: yearly statements by e-mail (January 15th)”;
• “Payroll: anonymise the data of the workers whose retention period is over”.

The “Monday summary for the Management” also comes switched off and turns itself on when a company asks for the summary (in the demo it was turned on for the summary article). A fiscaldoo update does not switch it off: it stays active while a company has the Monday summary turned on.

How to confirm that a task runs

• Open the task's form and look at Active and the Next Execution Date. After each run, the date moves to the next run.
• The form does not show the last execution or whether the last run gave an error. A Next Execution Date that is far in the past is a sign that the task is not running: talk to support, who read the server log.
• Run Manually runs the task straight away. In the demo, when running the Monday summary, the email was created and the Next Execution Date stayed the same (next Monday, 07:00).

Important notes

• Do not run by hand, in a real database, the tasks that talk to the outside world (AT, ECB, payment providers, EDI) without knowing what they do: the communication is real.
• Do not switch off certification, AT or deadline tasks to solve a problem: warnings of legal deadlines stop arriving. Talk to support first.