Portuguese Localization Dynamics 365 Finance & Operations
Dynamics 365 Finance in the Portuguese market
Targeted at companies that use Microsoft Dynamics 365 Finance software and operate in Portugal, this add-on enables ERP Finance & Operations (F&O) to comply with local practices and regulations and can be used in Portugal, thus ensuring compliance with tax obligations and tax processes under current legislation.
Hydra IT is a certified Microsoft Partner with extensive experience in delivering ERP solutions for the Portuguese market. The localization add-on includes a set of essential features for doing business in Portugal, such as:
- SAF-T
- ATCUD
- QR Code
With these features, companies can ensure that their invoices and documents comply with the latest Portuguese regulations, avoid penalties and fines, and reduce the risk of tax audits.
Microsoft Dynamics 365 Finance
Microsoft Dynamics 365 Finance is an ERP solution that integrates with other Microsoft products, such as Office 365, Power BI, Azure, and Copilot (Artificial Intelligence). It helps companies manage their finances, inventory, supply chain, production, and project management with real-time data. It also allows you to optimize operations with predictive analytics and artificial intelligence, adapt to change with flexible cloud options, empower employees with collaboration tools, and increase customer satisfaction with personalized experiences
Legal and tax compliance guarantee
The Portuguese localization add-on for F&O includes key compliance features certified by the Portuguese Tax Authority (AT), such as:
- SAF-T (PT) File: Generation and export of the SAF-T (PT) file. Includes all mandatory fields for invoicing and accounting with taxonomy classifications required by Portuguese regulations.
- Sales Document Compliance: Generation of relevant fiscal documents, including invoices and credit notes, with legally compliant layouts incorporating ATCUD, QR Code, and all mandatory fields.
- Sales Order Working Documents: Creation of certified working documents as part of the sales order process. These documents can be shared with customers as preliminary records before finalizing the order.
- Delivery Notes: Generation of certified delivery notes ensuring operational efficiency and legal compliance, providing accurate and traceable records for goods transportation in line with regulatory standards.
- VAT Compliance: Ready-to-use VAT codes aligned with Portuguese legislation, management of exemption and adjustment reason codes to ensure accurate VAT categorization and compliance.
Official certification
The localization is certified by the Portuguese Tax Authority (AT), certification number 3040, giving you full assurance of compliance with fiscal regulations.