Owner's scoreboard
The few numbers the owner looks at every day: cash, results, sales, people. It's a scoreboard, not a report — each number leads to the screen where the cause lives. Red here is an invitation to open it up, not to argue about the panel.
What you find on this screen
A portrait of the screen, read from the screen itself — it changes when the screen changes.
Available actions
Download KIT (PDF)Download the folder (ZIP)Send the link to the accountant now
The list shows
O que faltaDocumentoValorDetalheAccountTotal debitTotal creditDebit balanceCredit balanceRowAmount (R$)Group / Account+5
Form fields
Data/horaMomento do lançamento contábil.
CompetênciaMês de competência do lançamento.
HistóricoO histórico do lançamento, que é o que o contador lê no razão.
OrigemO que gerou o lançamento: financeiro, folha, estoque, manual.
LoteLote de contabilização. Agrupa os lançamentos gerados juntos.
Start here
O que esta tela responde
Gathers reports and files that the accountant downloads all at once to close the month. The kit is built from what exists in the current closing: generating it before closing delivers a partial kit — close first.
O que esta tela faz
The period's accounting and tax deliverables ready to hand over: Trial Balance, General Journal, General Ledger, accounting DRE and Balance Sheet, each exportable to Excel, CSV and PDF — or the whole kit in a single PDF. It brings together in one place what was scattered across the accounting screens, so the accountant can download the month's closing all at once.
Para que esta tela existe
The period's accounting and tax deliverables ready to hand over: Trial Balance, General Journal, General Ledger, accounting DRE and Balance Sheet, each exportable to Excel, CSV and PDF — or the whole kit in a single PDF. It brings together in one place what was scattered across the accounting screens, so the accountant can download the month's closing all at once. — this is the role of the "Accountant kit" screen within the platform.
How to
Trocar a competência sem recarregar a tela
Use the arrows next to the period selector to move one month back or forward, or choose the month directly in the calendar (MM/YYYY format) — all the deliverables reload together for the chosen period. The screen requires a selected company and view permission: without either, it guides you instead of showing data. It's worth checking the month label stamped on each deliverable's header before exporting — it immediately reveals whether you're downloading the wrong period.
Rules
O kit sai do mês fechado
O kit do contador é gerado dos lançamentos contabilizados do mês; mês com Contabilizar pendente sai marcado como parcial. Alterar um fato financeiro depois de gerar exige gerar de novo — o kit não se atualiza sozinho.
The month's folder
On day 1, if the accountant's e-mail is registered, the link to the previous month's folder is sent by itself. Here you open any month, see the pending items (contingency invoice not sent, pending or rejected; NF-e without the recipient's ID; register invoice above the limit without CPF), download the ZIP or send the link now. The Simples tax is calculated by the accountant in PGDAS with the base in the folder.
Frequently asked questions
Que pergunta do dia a dia se responde aqui
"Does the accountant see the entire portfolio and close the month in one place?" — when that question comes up, this is the screen that answers it.
What goes into the kit and in which formats
The kit brings together the period's five deliverables: Trial Balance, accounting DRE, Balance Sheet, Journal and Ledger. Each panel has its own Export menu with Excel, CSV and PDF — and the export takes the whole set of that deliverable, not just the page visible in the table. The Download kit button generates a single PDF with all the period's deliverables, ready to hand to the accountant at once. When the month has no entries, the screen warns you before you export empty deliverables.
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