Help Center
To system
Help Center
To system
Frequently Asked Questions (FAQ)
FAQ
Income, Expenses and amortization of expenses
Use of the CONTA.ES system and subscriptions
VAT taxes and taxpayers
Accountant profile
Self-employed (Autónomo)
CONTA.ES User Manual
User manual
0. Start
1. Registration
2. User
2.1. Payment Reception Method2.2. Price list2.3. Counterparties / Partners2.4. Fixed and intangible assets2.5. Invoice Configuration2.6. Initial balances2.7. Tax information2.8. Subscription2.9. Personal information2.10. Notifications and tasks
3. Summary/Dashboard (CONTA icon in the upper left corner)
4. Reports (Templates)
5. Income
6. Expenses
7. Banks
8. Information Center
9. My business
Videos
Videos by tax experts, as well as tutorials on using the system
Tutorials on how to use the CONTA.ES system
Blog
Blog

2.10. Notifications and tasks

Next to the Profile section (first name, last name) there is a bell icon. Clicking on it opens a window with notifications and reminders.

All notifications can be filtered by type and grouped by due date, creation date, and priority.

The following notifications and reminders are displayed here:

  • Reports from the last 3 months (on submitting the Self-Employed Report and the VAT declaration)
  • Status changes:
    You are not registered with the Tax Agency
    It is necessary to obtain VAT taxpayer status
  • Recommendations (opportunities and risks)
  • Taxes from the last 3 months
  • Individual notification

By clicking on “Mark as completed” or the X next to each notification, it will no longer be active.

If “Mark as completed” is clicked on the notification “It is necessary to obtain VAT taxpayer status”, the user will be redirected to the Profile section to complete the necessary information or verify that the information has been entered correctly.

The notification can always be reopened by clicking on “Reopen”.

Individual notification

By clicking on the “ADD INDIVIDUAL NOTIFICATION” button, it is possible to create your own individual notification/reminder, as well as generate a notification from a transaction.

In the “Notification creation” window, the following fields must be completed:

  • Title (mandatory field) – the notification title must be specified.
  • Message – the necessary information can be entered.
  • Due date – the deadline by which the task indicated in the notification must be completed must be specified.

Add transaction – the notification can be linked to a specific transaction. Clicking on “ADD TRANSACTION” will open the list of transactions. The transaction can be added by clicking on its date. If necessary, you can switch to another transaction by clicking on “Choose another”.

If the user has a manager with access to their profile, there is an option to assign a responsible person. If a responsible person is selected, they will receive an email about the new notification.

Once all information is entered, click on “ADD”. The notification will appear in the list of notifications.

Once the notification has been added, it is no longer possible to edit it.

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