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RISKS

Systax DF-e - Manual - User Documentati... Dashboards

This Dashboard has the objective of showing the distribution of occurrences related to problems detected with the validations applied by the Systax DFE tool, that are considered as “risks” for representing possible contingencies or situations potentially subje...

VALIDATIONS

Systax DF-e - Manual - User Documentati... Dashboards

This Dashboard has the objective of showing the distribution of occurrences related to problems detected with the validations applied by the Systax DFE tool. These situations may also subject the company to penalties for infringing fiscal norms. 

File Download (XML)

Systax DF-e - Manual - User Documentati... File Download (XML)

This resource will gather and compress all the XML documents that are shown in the search, considering all listed paged, regardless of manual selection (tagged on the first column to the left). In other words, the download considers all the registries from the...

DANFE/DACTE download in bulk

Systax DF-e - Manual - User Documentati... DANFE/DACTE download in bulk

Works exactly as the XML download, but the achieved result will be DANFE and/or DACTE documents in PDF format. 

Bookkeeping

Systax DF-e - Manual - User Documentati... Bookkeeping

This function allows the cross-referencing of bookkeeping information with the fiscal documents present on the tool and searches the critical reports at any moment.  This action helps verify possible adjustments when there’s still viable time for corrections....

XML Data Extraction

Systax DF-e - Manual - User Documentati... XML Data Extraction

This resource is excellent for obtaining reports with detailed information of NFe documents in a CSV file. The user themselves can customize their report from any information that is present in the XML file, like CFOP, CST ICMS, NCM, etc. To use this resource,...

File management

Systax DF-e - Manual - User Documentati... File management

Uploading DFe, NFCe and CTe  This page is for the upload of XML files of electronic fiscal receipts, allowing the user to perform the upload of XML files they already possess in their computers. The procedure can be done by dragging the file over the centra...

Registering A1 Certificate

Systax DF-e - Manual - User Documentati... File management

This page is for uploading the type A1 digital certificate, as well as information of the corresponding password. This procedure takes place in a safe environment, protecting the confidentiality of such sensible content. For more information, see the Privacy P...

Controling your consumption

Systax DF-e - Manual - User Documentati... File management

Reception statistics  This page allows the user to keep track of processing of all their documents, filtering the information by period.  It’s worth remembering that the period refers to the upload date of the fiscal document in the system, not their issuing...

Ordinance

Systax DF-e - Manual - User Documentati... Ordinance

Function that allows the informing of changes in control status of fiscal document, normally the identification of load reception and merchandise entrance in the company. Besides the document’s status, the user can also inform a complementary text.  To make t...

First steps

Systax DF-e - Manual - User Documentati... First steps

For the tool to work, registering your model A1 digital certificate is needed, so that permission is granted to the system to capture your fiscal documents. It’s important to notify the DFe support after concluding this phase, so that we can activate your user...

Issuing manifestation for your DFEs

Systax DF-e - Manual - User Documentati... Issuing manifestation for your DFEs

The “Manifestation” function implements the issuer’s manifestation, in other words, it activates the communication with the National NF-e Environment to forward a digitally signed message (XML) indicating confirmation or not of the transaction’s occurrence. Th...

NFE Report

Systax DF-e - Manual - User Documentati... NFE Report

This function allows the user to export the basic information from the DFEs to a CSV file (similar to an Excel file), allowing another option of document evaluation.  To use this function, first apply the filters for the documents you wish to export, being th...

Summary of services

Systax DF-e - Manual - User Documentati... Summary of services

Blocks with summarized information will appear on the main screen, such as:  Document upload;  Tickets;  Warnings and others.  This page will be exhibited after logging in, bringing a panoramic view of the system’s usage and status.  Basic...