How to review and change a company's configuration

What is it for?

The assistant that set up a new company is kept. You go back to it when you need to review the accounting framework, VAT, series or banks of an existing company. This article shows how to reopen it and what happens when you apply; the steps of the assistant itself are in How to set up a new company with the assistant.

When to use it?

• The company already exists in the database but has never gone through the assistant.
• You changed the accounting framework or the VAT periodicity and want to see what the assistant now proposes.
• A configuration was left halfway (“In progress”) and you want to know which step it is at.
• To only see the company's status, without changing anything, use the Localisation status.

Where to find it?

Accounting › Configure › General › Set up the company. The screen opens with the title “Configurar a empresa:” and the name of the active company.

Before you start

The profile is Certified accountant; Fiscal administration also has the menu and Accountant does not. Done on 3 November 2026, in the demo company. The active company, in the top right corner, is the one you will review.

How to use it

1. Open Accounting › Configure › General › Set up the company. The assistant opens at the step where it was left and the State says In progress. In a company already applied, it opens at 15. Final check, with the State Applied: click Review again, which does not ask for confirmation. The State goes back to In progress, the assistant returns to 1. Identification and the Starting point reappears.
2. In Starting point, choose Review the current configuration. The other two options are New company and Comes from another program (SAF-T import).
3. In 1. Identification, confirm what is already filled in from the company: Tax number (NIF), Company name, Address, Postal code, City, CAE. Correct anything that is wrong.
4. Click Next to go to 2. Accounting framework and confirm the Accounting framework: SNC (general regime), SNC-PE (small entities), SNC-ME (microentities), SNC-ESNL (non-profit entities), IFRS / IAS or Other.
5. Continue with Next through the following steps (numbered up to 15), or click Go to the summary at any step. The assistant checks the answers before opening the summary.
6. Read the What will be created and changed table, with What, Type, Now and After.
7. Only if you agree, click Apply what the summary shows and confirm the window “Apply the changes of the summary? Nothing is validated, numbered or sent to the AT.”.

Expected result

• The State changes to Applied, Last applied on shows the date and time, and the assistant opens 15. Final check, with the What was done table and the Check everything now and Prepare a test invoice and a test payslip buttons.
• The assistant does not validate, number or communicate anything to the Tax and Customs Authority (AT): the screen itself says so in the header.

Important notes

• Reviewing is not just reading. When you apply, the assistant saves what the summary shows. In the demo company, which was already issuing documents, it created journals and 7 new draft series, in addition to the 11 active series, which stayed the same. Read the Create line of each series before applying: whatever you do not want stays in draft, because activating it is up to you, with the AT validation code.
• The accounting framework and the VAT periodicity are proposals. The “Why the assistant proposes this” table shows the legal rule and the date it came into force; the decision is yours and your certified accountant's. Pending validation by a certified accountant: the proposals of accounting framework and of the exemption under VAT Code (CIVA), art. 53, with the company's figures.

Common problems

“Choose the accounting framework…” when clicking Next

• Symptom: at step 2, or in Go to the summary, a window says: “Choose the accounting framework (or answer the figures above to get a suggestion). The SAF-T and the statements depend on it.”
• Cause: the Accounting framework is empty. Seen with Empresa Teste Portugal, which had never gone through the assistant.
• What to do: choose the framework or answer the figures in step 2 to get a suggestion, and click Next again.

“The tax number is missing or not valid” when clicking Next

• Symptom: at step 1, the Invalid Operation window: “The tax number is missing or not valid. Nothing was saved to the company yet. Fill in the 9 digits of the NIF and try again.”
• Cause: the Tax number (NIF) is empty or incomplete.
• What to do: type the 9 digits, without PT, and click Next again.

“The bank of the IBAN… is not in the table of the product”

• Symptom: Go to the summary opens Invalid Operation: “The bank of the IBAN PT50 … is not in the table of the product. Type the bank name (and the BIC) on that line: the assistant does not guess.”
• Cause: the company has an account whose bank the product does not recognise from the IBAN.
• What to do: click Next until 5. Banks, type the bank name and the BIC on that line and click Go to the summary again.