| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
Discuss (mail)
|
| Lines of code | 1370 |
| Technical Name |
pt_contabilidade_clientes |
| License | OPL-1 |
| Website | https://pokutsoft.com/ |
| Versions | 18.0 19.0 |
PT Painel Contabilista
Painel multi-cliente do contabilista: calendário de obrigações fiscais, documentos, tarefas, tempos e faturação
PT Painel Contabilista — Accountant Multi-Client Panel
Key Features
Accounting Client / Cliente
Accounting Client / Cliente. Tracks Contact, NIF/NIPC, Accountant / Contabilista, Tem Trabalhadores, Avença Mensal. One-click open tasks.
Fiscal Obligation Type
Fiscal Obligation Type. Tracks Deadline Day, Lag (months), Annual Month, Annual Day.
Client Fiscal Obligation
Client Fiscal Obligation. Tracks Client, Obligation, Period, Responsible. One-click prepare, submit, close, na.
Accounting Task
Accounting Task. Tracks Client, Assignee, Obligation, Time Logs. One-click start, review, close, cancel.
Client Document Request
Client Document Request. Tracks Document, Client, Período, File. One-click received, na, reset.
Recurring Task Template
Recurring Task Template. Tracks Due Day, Only IRC, Only With Employees.
Generate Recurring Tasks
Generate Recurring Tasks. Tracks Clients (empty = all). One-click generate.
Service Time Entry
Service Time Entry. Tracks Description, Client, Task, User.
Use Cases
Screenshots
Batch Billing
Generate Calendar
Why Choose This Module
Client fiscal profile: NIF/NIPC, IRC vs IRS, VAT regime (mensal/trimestral), organised vs simplified accounting, employees, monthly fee (avença). Obligations calendar (calendário de obrigações fiscais): a catalog of PT obligations (IVA, Modelo 22/IRC, IES, PEC, pagamentos por conta, DMR, Seg. Social...) with their statutory deadlines, and a one-click generator that creates the year's obligations per client according to the client's profile, with the real due dates computed. Document collection (recolha de documentos): track requested vs received documents per client and period. Per-client task board with assignees, due dates and overdue detection. Service time logging (registo de tempos) and a monthly billing run combining the avença with billable time into a worksheet.
Specifications
- Compatible: Odoo 18.0 / 19.0
- License: OPL-1
- Languages: 35+
- Author: Pokutsoft
- Dependencies: base, mail
- Support: support@pokutsoft.com
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
Discuss (mail)
|
| Lines of code | 1370 |
| Technical Name |
pt_contabilidade_clientes |
| License | OPL-1 |
| Website | https://pokutsoft.com/ |
Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
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