How to check the localization's security and communications

What is it for?

The PT Localization: Security and communication section of the Settings brings together in one place what decides whether the company communicates with the outside or not: the environment, the password vault, the product's user groups and the connection to the Tax and Customs Authority (AT).

You do not choose anything in this section: each block shows the state and takes you, through a link, to the screen where it is configured.

When to use it?

• After installing the product, to confirm the environment and the connection to the AT.
• To get quickly to the vault, the groups or the X-ray without searching the menus.
• Do not use this section to type passwords: passwords and keys never appear here.

Where to find it?

Accounting › Configure › General › Settings, section PT Localization: Security and communication.

Before you start

• The profile is the system administrator. Done on 3 November 2026 in a demo database (test environment). The Certified accountant and Fiscal administration do not have the Settings menu.
• The state is that of the active company, in the top right corner. Check it first.

How to use it

1. Open Accounting › Configure › General › Settings and scroll down to PT Localization: Security and communication.
2. In Environment, read Current environment. In the demo it says Test environment, with the note “Test environments never contact the Tax Authority, banks or SIBS, and do not open portals.”.
3. In Credentials vault, read “Configured on the server” and the number of entries of the company. Click Open the vault to see the credentials or Access log to see who opened, revealed or changed the vault.
4. In Groups, click Product groups. The Groups list opens, with 39 lines: first the profiles, with the Scope and the Name (for example Fiscal administration, Auditor, Management, Fiscal officer and the payroll ones), and at the end the stand-alone permissions, without scope.
5. In Tax Authority (AT), read the connection state and the sending mode. Click AT credentials and certificate to change them.
6. In Permissions X-ray, click Open the X-ray: see How to see the effective permissions.

Expected result

Each block shows its state and each link opens the right screen. In a company with the AT configured, the block says “Test: configured, certificate valid until 31/10/2031” and “Simulated: nothing is sent to the Tax Authority”. The vault says “No credentials in the vault yet.” until you store something, and the Access log says “Nobody has opened or changed the credentials vault yet.”.

Important notes

• Issuing is not communicating. The state of the AT connection only decides communication; issuing documents has its own conditions.
• “0 entries” in the vault with the AT configured is normal. The AT credentials have their own list (Tax Authority credentials, one line in the demo) and do not count in the vault entries.
• The vault has a limit: whoever installs modules, uses the server console or accesses the database has full power over the installation, and the screen says so.
• Pending validation on screen: what the Environment block shows in production, because the demo only runs in test.

Common problems

The AT block says “Not configured for” the company

• Cause: the active company has no AT credentials (seen with Empresa Teste Portugal). Sending still says “Simulated” in a test environment.
• What to do: check that the active company is the right one and, if it is, connect the company to the AT.

The environment says “Test environment” and nothing reaches the AT

• Cause: in a test environment, the product never contacts the Tax Authority, banks or SIBS, and does not open portals (as the screen itself says).
• What to do: this screen does not change the environment. Ask whoever administers the installation to confirm that you are in the production database.