1. Country-Specific Features
  2. Region-Specific SuiteApps
  3. LATAM E-Document Certification
  4. Adding the E-Document Certification Monitor Portlet to a Dashboard

Adding the E-Document Certification Monitor Portlet to a Dashboard

Note:

To access the LATAM E-Document Certification SuiteApp documentation in Brazilian Portuguese (Português do Brasil), see LATAM E-Document Certification.

The E-Document Certification Monitor portlet displays information about the e-documents you have sent for certification from your NetSuite account.

For more information about dashboard portlets, see Dashboards.

To add the E-Document Certification Monitor to a dashboard:

  1. Go to the home page.

  2. Click Personalize.

  3. On the Personalize Dashboard menu, select SuiteApps.

  4. Click the E-Document Certification Monitor portlet, or drag the icon to the dashboard.

    The E-Document Certification Monitor portlet appears on your dashboard. The portlet shows the following statuses, which focus on the latest e-document certification requests sent to tax authorities.

    • Certified Today – The amount of e-documents that were certified on the current date.

    • With Certification Errors – The amount of e-documents that presented errors when their certification requests were sent to tax authorities.

    • Pending Certification – The amount of e-documents that are in the queue to be sent to tax authorities for certification.

    • Pending Cancellation – The amount of e-documents that are in the queue to be sent to tax authorities for cancellation.

    • Pending Update – The amount of e-documents that are in the queue to be sent to tax authorities to update or amend information.

    • Pending Number Voiding – The amount of e-documents that are in the queue to be sent to tax authorities to void their numbers.

    Clicking the amounts under a status opens a results page with a list of the e-documents that match the selected status.

Related Topics

General Notices