Adding the E-Document Certification Monitor Portlet to a Dashboard
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:
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Go to the home page.
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Click Personalize.
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On the Personalize Dashboard menu, select SuiteApps.
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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.
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Certified Today – The amount of e-documents that were certified on the current date.
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With Certification Errors – The amount of e-documents that presented errors when their certification requests were sent to tax authorities.
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Pending Certification – The amount of e-documents that are in the queue to be sent to tax authorities for certification.
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Pending Cancellation – The amount of e-documents that are in the queue to be sent to tax authorities for cancellation.
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Pending Update – The amount of e-documents that are in the queue to be sent to tax authorities to update or amend information.
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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.
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