Functionality Description
This is the nBanks Financial and Tax Agenda, a feature included in the Financial Management area that allows you to consult all your business's financial and tax commitments on a single page, and you can even program notifications for each activity, so you never miss an appointment again!
This feature works by integrating with the Finance Portal, which automatically includes your business's tax and fiscal commitments in this Agenda.
This way you can benefit from integrated information so that you can manage your business more quickly on a daily basis.
Among some of the agenda's topics you can add post-dated checks, payments to be made, usual expenses in your cash cycle, among other types of costs and income.
Go to the Integrations feature;
Integrate the following entities: Banco de Portugal, E-Fatura and Portal das Finanças (See how to quickly carry out these integrations here);
Access the Financial Management feature;
Click on Financial Calendar;
Click on create new activity to enter a financial or fiscal commitment, and you can include information on collections, policies, payments or any other type of activity;
Configure the activity by entering information about it in the areas indicated;
Set the reminder for this activity;
Click on Add.
