Sankhya connector

The accountant's dashboard: what is pending, what is due and what needs approval, per company in the portfolio. Deadlines here are legal, not internal — red is a fine waiting to happen, not a reminder.

The accountant's inbox on a single screen: calculated tax obligations awaiting validation, eSocial events pending submission and EFD-Reinf events (withholdings) generated in the month, with the due-date calendar and the pending count by type. Each block leads to the screen where the pending item is resolved. It doesn't replace the Accountant Portal — it brings together what was scattered.

The accountant's inbox on a single screen: calculated tax obligations awaiting validation, eSocial events pending submission and EFD-Reinf events (withholdings) generated in the month, with the due-date calendar and the pending count by type. Each block leads to the screen where the pending item is resolved. It doesn't replace the Accountant Portal — it brings together what was scattered. — this is the role of the "Accountant cockpit" screen within the platform.

Contrato de receita ativo com valor mensal gera um cronograma: uma linha por competência entre início e fim. Todo mês a competência corrente fica sugerida; você reconhece com um clique. Com as contas parametrizadas (receita diferida e receita), o lançamento contábil sai junto. Aditivo refaz as competências futuras sem tocar as já reconhecidas.

The EFD-Reinf block generates the R-2010 event for the chosen period and sends it for processing — but actual transmission depends on the REINF.ATIVO parameter being on and an A1 certificate being present: without them the submission is simulated, and the screen makes the state clear. The 11% INSS withholding is estimated on the month's services. Each generated event appears in the list with base, amount withheld and status; events in GERADO status get an individual Send button.

O checklist da competência é recomputado toda noite: extrato sem conciliar, títulos recebidos sem nota, notas sem título, provisões recorrentes não lançadas, contas com razão diferente do extrato e obrigações a validar. Cada linha abre a lista que resolve. "Dias para fechar" conta do dia 1 até o primeiro dia com zero pendências; a tendência compara com o mesmo dia do mês passado.

Generate schedules includes active subscriptions with a monthly fee: with no end date, the schedule covers the next 12 months and the job extends it every month. The report shows, per contract or subscription, the recognized amount, deferred up to 12 months (short term) and beyond (long term) and the next period. Export from the table gear.

"Does the accountant have everything for the month in one place — obligations, eSocial and Reinf?" — when that question comes up, this is the screen where it gets answered.

The four cards at the top count the month's pending items by type: tax obligations to validate, pending eSocial events, EFD-Reinf events and the total. A highlighted card means an open pending item; the Refresh button redoes the count. The obligations to validate are read-only here — the Open Portal button takes you to the Accountant Portal, where the validation happens. The eSocial block is also read-only: generating and transmitting events is the job of the eSocial screen. The tax calendar at the end lists the due dates with tax, amount and status.