Finance and management · Fiscal Center

Every tax document, issued or received, in a single list and checked before it becomes a problem

A submenu of Finance that brings together what the company issues (NF-e, NFC-e, NFS-e, CT-e and MDF-e) and what it receives (NF-e from distribution, inbound CT-e and invoices sent through the supplier portal) in a single list with normalized status. It is read-only and derived: no invoice is copied. Recipient acknowledgment, synchronize and key lookup on the same screen. Thirty-seven automatic checks show what they verify and how to fix it, and every finding has a treatment that respects the decision of whoever looked at it. Reconciliation with finance records reconciled or divergent when the link is strong and only suggests when the heuristic matches counterparty, amount and date. XML and PDF download, three permissions and a daily routine.

El problema y la solución

What changes when Fiscal Center works inside the platform

This is connected information about classes, graduates and events across 5 modules, replacing scattered spreadsheets and messages.

Sin la plataforma

Information about Fiscal Center lives in separate spreadsheets, and nobody knows which version is current.

Con Partiu Formatura

5 modules share the same class, graduate and event records.

Sin la plataforma

Pedir un dato tarda porque alguien tiene que juntar información de varios sitios.

Con Partiu Formatura

Single List of Tax Documents and Acknowledgment and Lookup update together, with figures ready for the next meeting.

Sin la plataforma

El proceso depende de quién esté ese día y su historial se pierde.

Con Partiu Formatura

Todos siguen el mismo flujo, con acciones registradas y permisos por rol.

Sin la plataforma

Conectar con otras áreas obliga a exportar hojas de cálculo y volver a teclear datos.

Con Partiu Formatura

Fiscal Center shares information directly with other areas of the platform.

Cómo funciona

How information moves through Fiscal Center

Cada paso es un módulo real de esta área. Lo que produce pasa al siguiente paso sin que nadie vuelva a teclear la misma información.

Destacado

Nenhuma nota é copiada: a lista lê o que os módulos já têm

NF-e, NFC-e, NFS-e, CT-e e MDF-e emitidos ao lado das notas recebidas, com status normalizado. Trinta e sete validações explicam o que verificam e como corrigir, e cada achado tem tratamento. A conciliação grava resultado só com vínculo forte; a heurística apenas sugere.

Ver esto en acción
  • Manifestação do destinatário, sincronizar e consultar chave na própria tela
  • 483 documentos validados em 0,9 segundo
  • A NF-e do Estúdio liga à parcela da seleção
  • Download de XML e PDF com três permissões

Single List of Tax Documents

Issued and received in the same list, with normalized status and without copying any invoice.

  • Issued: NF-e model 55, NFC-e model 65, NFS-e, CT-e and MDF-e
  • Received: NF-e from distribution, inbound CT-e and invoices sent through the supplier portal
  • Status normalized across different document types
  • Read from the modules that already issue and receive: no invoice is copied
  • A submenu inside Finance, no new module

Acknowledgment and Lookup

Recipient acknowledgment, synchronization and key lookup without leaving the list.

  • Recipient acknowledgment right from the list
  • Synchronize received documents
  • Look up an access key
  • XML and PDF download for each document

Automatic Checks

Thirty-seven checks that explain what they look at and how to fix it, with findings handled by people.

  • 37 automatic checks on the documents
  • Each check shows on screen what it verifies and how to fix it
  • Finding with treatment: justify or ignore
  • The human decision is respected in the following runs
  • Measured: 483 documents validated in 0.9 seconds

Tax and Finance Reconciliation

A strong link records the result; the heuristic only suggests.

  • A strong link between document and entry records reconciled or divergent
  • The heuristic by counterparty, amount and date only suggests the link
  • The Studio's NF-e links to the photo selection installment
  • Divergences show up in the list for treatment

Permissions and Routine

Three permissions and a daily routine that keeps the list up to date.

  • Three permissions: view, operate and reconcile
  • Daily routine at 07:50 that synchronizes, validates and reconciles
  • XML and PDF download according to permission

Lista de verificación

Everything included in Fiscal Center

All 21 features in this area, grouped by module so you can compare systems item by item.

  • Issued: NF-e model 55, NFC-e model 65, NFS-e, CT-e and MDF-e
  • Received: NF-e from distribution, inbound CT-e and invoices sent through the supplier portal
  • Status normalized across different document types
  • Read from the modules that already issue and receive: no invoice is copied
  • A submenu inside Finance, no new module
  • Recipient acknowledgment right from the list
  • Synchronize received documents
  • Look up an access key
  • XML and PDF download for each document
  • 37 automatic checks on the documents
  • Each check shows on screen what it verifies and how to fix it
  • Finding with treatment: justify or ignore
  • The human decision is respected in the following runs
  • Measured: 483 documents validated in 0.9 seconds
  • A strong link between document and entry records reconciled or divergent
  • The heuristic by counterparty, amount and date only suggests the link
  • The Studio's NF-e links to the photo selection installment
  • Divergences show up in the list for treatment
  • Three permissions: view, operate and reconcile
  • Daily routine at 07:50 that synchronizes, validates and reconciles
  • XML and PDF download according to permission

Want to see Fiscal Center in your operation?

Pide una demostración con tus propios números, sin compromiso. Una conversación te ayudará a decidir si el módulo resuelve lo que necesitas.