Automations
Builds "when this, do that" rules without programming. The real risk is cascading: an automation that triggers another can enter a loop — test with one case before turning it on for the whole base.
What you find on this screen
A portrait of the screen, read from the screen itself — it changes when the screen changes.
Available actions
FilterRefresh portfolioOpen
The list shows
CompanyReq.eSocialReinfSPEDTo validate (R$)Next dueTotalActionPartnerBalance
Form fields
TributoQual imposto está apurado nesta linha. É por ele que o contador acha a obrigação.
CompetênciaMês a que a apuração se refere, não o mês em que se paga.
RegimeRegime tributário usado no cálculo. Regime trocado muda o valor devido inteiro.
Valor apuradoQuanto a empresa deve pagar na competência.
VencimentoPrazo legal de pagamento. Passou do prazo, virou multa e juros.
SituaçãoSe a obrigação está apurada, validada pelo contador, paga ou em atraso.
Apurada emQuando o sistema calculou o valor com os dados que existiam naquele momento.
Validada emQuando o contador conferiu e liberou a apuração.
Parecer do contadorO que o contador anotou ao validar ou devolver a apuração.
Start here
What this screen answers
The space for accounting partners: companies served, materials and payouts. It is the bridge between the firm and the platform — a company link without the partner's acceptance stays pending, not active.
Pending link: the document comes in now, the record is tied later
The accountant's entire portfolio on a single screen: the CONSOLIDATED pending items of ALL the companies they serve — tax obligations to validate, pending eSocial, EFD-Reinf and SPED events — with the next due date per company and the month's scoreboard, without having to open one company at a time. It also shows the partner's commission (when the accountant is also a sales partner). The Open button switches the context to that company and takes you to the screen where the pending item is resolved.
Para que esta tela existe
The accountant's entire portfolio on a single screen: the CONSOLIDATED pending items of ALL the companies they serve — tax obligations to validate, pending eSocial, EFD-Reinf and SPED events — with the next due date per company and the month's scoreboard, without having to open one company at a time. It also shows the partner's commission (when the accountant is also a sales partner). The Open button switches the context to that company and takes you to the screen where the pending item is resolved. — this is the role of the "Accountant's Partner Hub" screen within the platform.
How to
O painel de comissão do parceiro
The commission panel only appears when the accountant is also a sales partner of the platform: it shows the total balance and the lines per partner and company. The amounts in R$ — both the commission and the scoreboard's "to validate" — obey your profile's View Values permission: without it, they come out masked, including in any export made from the screen. If you are an accountant-partner and the panel doesn't appear, what's missing is your account's partnership link, not a screen defect.
Rules
O parceiro vê só a carteira dele
Cada escritório parceiro enxerga as empresas vinculadas a ele, nunca as dos outros; o vínculo é feito pela empresa cliente, não pelo parceiro. Tirar o vínculo tira o acesso no mesmo instante.
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.
How to read the portfolio and open a company
The top scoreboard consolidates the entire portfolio: how many companies you serve (and how many have pending items), obligations to validate, eSocial, Reinf, SPED when the module is installed, and the total pending items with the amount to validate in R$. In the table, each company shows the pending items by type, the amount, the next due date and the total in a colored badge; the search filters by name as you type. The Open button switches the context to that company and goes straight to the screen where the pending item is resolved — without having to log out and into company after company.
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