How to use the go-live checklist before starting
What is it for?
The go-live checklist brings together on one screen what must be done before the company issues documents for real. Each line is Done or Step to do. The checklist only shows: it does not fix anything.
When to use it?
- On the day before starting with a new company.
- After a migration, to see what is left to clean up.
- Do not use the checklist instead of the first setup guide.
Where to find it?
Settings › Users & Companies › Go-live checklist.
Before you start
Your profile is the system administrator. Done on 1 November 2026, in a demo database.
How to use it
- Open Settings › Users & Companies › Go-live checklist.
- Read each line. The Step to do ones are those that prevent going live.
- Do each Step to do in its own place and open the checklist again to check.
- Click Close.
Expected result
A checklist with no Step to do line. In the demo, the checklist has seven lines:
- Done: the company currency is the euro; the company is no longer the default company; the Portuguese (Portugal) language is active; there is an active signing key; there is an active certified series.
- Step to do: uninstall the test, demo or French modules (here,
l10n_pt_arxi_demo) and archive or delete the demo users (here, eight).
Important notes
- In a demo database, the two lines always stay “Step to do”: that is expected, and you do not archive the users of a demo.
- The key and the series count as done if they exist and are active. The checklist does not say whether they were communicated to the AT: see How to communicate invoices to the AT.
Common problems
The checklist says “Step to do” but I have done it
- Cause: the checklist was opened before the change, or the change was not made in the right company.
- What to do: close the window and open it again, and check the company in the top right corner.