What fiscaldoo is and who it is for
fiscaldoo is the Portuguese localisation of Odoo 20. It adds certified invoicing, accounting, payroll and people management to Odoo for those who work in Portugal, in the same program and with the menus in Portuguese.
What it adds to Odoo
Each row is an app in the main menu. What each person sees depends on their profile.
| App | What it is for | Example menus |
|---|---|---|
| Billing | Issuing certified documents and collecting payments. | Invoice › Customer invoices, Invoice › Transport guides, Collect › Receipts and payments received |
| Accounting | Accounting under the Portuguese chart (SNC), VAT, SAF-T and tax configuration. | Declare › SAF-T file › Generate SAF-T, Configure › Certified invoicing › Fiscal series |
| Payroll | Preparing, processing, paying and declaring payroll. | Process › Process the month, Declare › Monthly remuneration statement (DMR) |
| People | Employees, contracts, holidays and absences. | Workers › Workers, Leave and absences › Holiday map |
| My space | What each employee looks up and requests. | Payslips and documents › My payslip, Absences and attendance › Request time off |
| Management | Company figures for those who manage, in everyday language. | Home › Management panel, Customers and sales › Who owes me |
| Audit | Logs and integrity checks. | Records › Audit log, Integrity › Certification self-diagnosis |
| Copilot | An artificial intelligence assistant, which only uses an external AI if the company connects one. | Connections to the AIs › Connections, Control › AI calls |
To bring in data from another program, the menus are in Accounting › Configure › Migration and imports, for example Import SAF-T file, Certified documents migration and Opening balances by partner, and, for payroll, in Payroll › Configure › Migration.
Certification
fiscaldoo is an invoicing program certified by the Tax and Customs Authority (AT), with no. 2790.
- The number is recorded in the program, per company, and printed in the footer of each document: “Processado por programa certificado n.º …/AT”. In a test database, a test number is printed.
- Without the certificate, the signing key and the series, the company cannot issue certified documents. The status is shown in Accounting › Configure › System › Certification status, which says what each company is missing.
- What you need to do is in Prepare certified invoicing.
Who it is for
- Companies in Portugal that want to invoice, keep their accounts and handle payroll and people in the same program.
- Accounting firms that handle several companies in the same program, choosing the company at the top of the screen.
- Odoo consultants and partners who install and configure the localisation, and the support teams that look after it.
What each person sees
The apps menu changes with the profile. In the demo company, not counting Contacts, Discuss, Calendar and signatures:
| Profile | Apps they see |
|---|---|
| Trabalhador | My space |
| Faturação | Sales, Point of sale, Billing, Expenses, EDI, Dashboards |
| Contabilista | Accounting, Sales, Billing, Copilot, Expenses, EDI, Dashboards |
| Contabilista Certificado / Gestor fiscal | those of Contabilista, plus Audit |
| RH | Payroll, People, Expenses |
| Processador de Salários | Payroll, People, Expenses |
| Auditor | Accounting, Billing, Copilot, Audit, EDI |
| Gerência | My space, Management, Accounting, Payroll, People, Billing, Copilot, Audit, EDI |
The system administrator sees all the apps, including Settings. The list of profiles is in Profiles and permissions.
What fiscaldoo does not do
- Issuing is not communicating. Issuing a document does not communicate it to the AT. Communication is a separate step and needs the company's credentials. With the environment set to Test, nothing reaches the AT's real environment.
- It does not decide for you. fiscaldoo calculates and fills in what the law and the data allow. Tax decisions and filing returns remain the responsibility of the company and its certified accountant.
- It only exists for Odoo 20. Today it is installed and used in the Community edition. The version for the Enterprise edition is not yet available to customers: see Supported editions and versions.
Before installing, see Requirements and installation.