What's new: Certification
A real log of what was built and shipped in Certification, most recent first: never a roadmap promise.
October 2026
Oct 21, 2026
Point of sale: multi-purpose vouchers and promotions in the same sale get the right document; tours for credit notes, promo codes, loyalty and vouchers
Oct 21, 2026
Record of submission to the AT of the periodic VAT return (DP IVA), IES and Form 10, with the right profiles (no automatic communication); access to the AT password vault requires the “Edit” right
Oct 20, 2026
Point of sale: receipts carry the ATCUD, the QR code and the certification elements just like invoices; returns as a credit note of the source document, duplicate copy, discount limit per register, and vouchers, gift cards and promo codes with the correct VAT (single-purpose voucher with VAT on sale, multi-purpose voucher without VAT)
Oct 20, 2026
Record of DMR and payslip submission to the AT (date, reference and proof), without automatic communication; AT passwords are now kept in the vault, per company
Oct 20, 2026
Fixed 32 old certification and SAF-T tests; Invoicing no longer returns delivery notes (the matrix does not grant it) and foreign companies no longer receive the Portuguese rounding method
Oct 20, 2026
Simplified invoice: reasons for tax not due in Portugal follow the AT table (M40, M41, M44, M45) and e-Taxfree (M46) is blocked
Oct 20, 2026
New receipts are now signed like invoices: the 4 signature characters are printed and included in the QR code; receipts already issued do not change
Oct 19, 2026
In the tax calendar, a new obligation can now be saved from the screen; revoking a lock date exception without a reason explains what is missing; entry import accepts the “Entry key” column
Oct 19, 2026
The deadline to report invoices to the AT is now the 5th of the following month, as required by law since 2023; after it, canceling a document warns that it should already have been reported
Oct 19, 2026
The Tax Administrator can now report invoices, credit notes and delivery notes to the AT, like the Tax Officer
Oct 18, 2026
Simplified invoice with the new legal limit (€1,000 only for retailers selling to individuals, €100 in other cases, always including VAT); delivery notes reported automatically (or via the button, in manual mode) with a warning for missing ones; QR revised per specification 1.1; cancellation without deadline, with a warning after the reporting deadline
Oct 18, 2026
The table check no longer carries ATCUD and signature (accountant's answer); delivery notes only require license plate and carrier when reported to the AT, and those two fields can be filled in on the issued note until it is reported
Oct 17, 2026
At the counter: a return issues a credit note; above the simplified invoice limit, or when the customer asks for an invoice, an invoice-receipt is issued; the cash float no longer counts as profit and closing shows the correct opening
Oct 17, 2026
More certification tests: messages in Portuguese when trying to change a locked document, logging of those attempts, printed invoice and QR content checked, series archive and e-Fatura sample tested
Oct 17, 2026
Issued documents always print the customer's name, NIF and address as of the issue date; new “Correct customer data” creates the credit note and prepares the new invoice
Oct 17, 2026
Receipts with QR, number, ATCUD and “Original”/“Duplicate” on every page (certified accountant's answer)
Oct 17, 2026
The delivery note QR code follows the same position-based regions of specification v1.1 as invoices
Oct 17, 2026
QR code compliant with AT technical specification v1.1 (October 2020): tax regions are now position-based, and a document only for the Azores or Madeira generates the correct field
Oct 16, 2026
Cancel certified receipts (with a dedicated permission), and the demo company now has valid receipts and a valid 2026 invoicing SAF-T
Oct 15, 2026
Invoice PDF: one ATCUD per page and the certified software statement on every copy, verified by tests
Oct 14, 2026
Wizard for customers coming from other certified software: new series reported to the AT by default, with a warning if numbering is to be continued
Oct 14, 2026
Training documents are excluded from SAF-T and AT communications, kept in an internal lookup list
Oct 14, 2026
The signed PDF of an already accepted certified document cannot be changed or deleted by anyone
Oct 14, 2026
Warning and confirmation for future-dated documents, training documents in their own series, and a clear message when the series is missing
Oct 14, 2026
E-invoicing with authenticity guarantee and certifiable receipts in Community
Oct 14, 2026
Credit notes do not exceed the rectified document, discounts between 0 and 100%, and issuing stops if a series' signature chain breaks
Oct 14, 2026
Certified point of sale (phase 1): each sale produces a certified simplified invoice or invoice-receipt and a return produces a credit note
Oct 14, 2026
Backup restores logged and counted; alerts for overdue backups
Oct 13, 2026
Certification: once documents are issued, the customer, product, company and journal data used are protected
Oct 13, 2026
Certification: the software indicates whether the company is required to use certified software, according to the threshold in force
Oct 13, 2026
Certification: certification fields and rules appear only in Portuguese companies
Oct 13, 2026
Certified journals now have the document security chaining enabled out of the box
Oct 13, 2026
Export to the AT: integrity checks and single user; tested only with the simulator
Oct 13, 2026
Migration: import signatures and certified documents from other software, in an auditable way
Oct 13, 2026
Receipt PDF with the required legal elements and reverse charge mention on the invoice
Oct 13, 2026
Receipts: distinguishes an issued receipt from a confirmed payment, and internal transfers are no longer certified documents
Oct 13, 2026
Document series: annual recovery series and continuation of a series already in use when switching software
Oct 9, 2026
Final consumer: generic customer (NIF 999999990) with its own rules in the QR code and SAF-T
Oct 9, 2026
Simplified invoice and invoice-receipt with their own types and limits
Oct 9, 2026
Printing only after signing; reprints are marked as a duplicate copy without re-signing
Oct 8, 2026
The system entry date can no longer be changed, and the signing key version is stored
Oct 8, 2026
Audited correction of ATCUD and signature, by the tax administration only
Oct 8, 2026
Duplicating a certified document creates a new draft, without series, number, signature, ATCUD, or QR
Oct 8, 2026
Invoice QR code with the non-taxable, Stamp Duty, total tax, total, and withholding fields
Oct 8, 2026
Certified receipt PDF with ATCUD, QR, legal notice, and settled documents
Oct 8, 2026
Receipts and bank and cash documents are now protected against changes
Oct 8, 2026
Invoice chain verification now includes the signature and series
Oct 3, 2026
Certified invoice, credit note, debit note, and receipt with legal notices and copies (Original, Duplicate, Triplicate)
Oct 3, 2026
Receipts in certified journals now always have an accounting entry or their own signature
Oct 2, 2026
Tax documents can only be issued in certified journals
Oct 1, 2026
Certified documents and their lines can no longer be deleted
Oct 1, 2026
Certified journal sequences can no longer be renumbered or reset
Oct 1, 2026
A signed document can no longer be reset to draft
Oct 1, 2026
The software checks that the visible number, series number, and ATCUD match
Oct 1, 2026
The document signature now also covers the series, ATCUD, customer NIF, and totals
Oct 1, 2026
Invoice QR code with all required data, including bases and taxes by region and rate
Oct 1, 2026
Tax data on a signed document can no longer be changed; the message indicates the legal alternative
Oct 1, 2026
Printing of the 4 signature characters and the “Processed by certified software” notice on every page
Oct 1, 2026
ATCUD is now printed on every page of the document, even above the QR code
Oct 1, 2026
The QR code is rejected if mandatory data is missing or the document has no ATCUD and signature
Oct 1, 2026
Customer receipts are now certified documents, with their own series, signature, ATCUD, and QR code
September 2026
Sep 30, 2026
Report of numbering gaps in each series
Sep 30, 2026
Reversal is now the standard correction, with a credit or debit note indicating the source document and reason
Sep 29, 2026
Canceling a document requires a reason; canceled documents remain and are included in SAF-T
Sep 29, 2026
Document number, ATCUD, and signature assigned in one go, with no partial failures
Sep 29, 2026
RSA electronic signature of invoicing documents
Sep 29, 2026
The signature chain now follows each series and document type
Sep 29, 2026
Document signing under Ordinance 363/2010, including the first document in the series
Sep 29, 2026
Signing keys per company, with validity period and controlled replacement
Sep 28, 2026
Certification audit log: who, when, what, and before/after
Sep 28, 2026
ATCUD calculated and stored on each document (validation code and sequential number)
Sep 28, 2026
Without an active series, the software shows a guiding error instead of creating series on its own
Sep 28, 2026
Two users on the same series never get the same document number
Sep 28, 2026
Documents numbered by the active series, in “TYPE SERIES/number” format, in chronological order
Sep 28, 2026
Manual entry of the validation code obtained from the Finance Portal, with audit trail
Sep 28, 2026
Series with statuses (draft, active, finished, canceled) and protection against improper changes
Sep 28, 2026
Series identifier validation (length, characters, must not start with “AT”)
Sep 28, 2026
Tax document series, with menu, permissions, and per-company access
Sep 28, 2026
Common certification rules for invoices, receipts, delivery notes, and working documents
Sep 28, 2026
ATCUD start date configurable per company
Sep 28, 2026
AT software certificate number stored per company, with effective dates
Sep 28, 2026
Certified journal: mandatory document signing and document type defined on the journal
Sep 28, 2026
Table of SAF-T document types and where they apply