Terms
Multilingual glossaries in Portuguese, English, and Spanish to facilitate the understanding and use of all products across various business units.
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In the table below, you can search for the desired term and/or its translation, in English, Portuguese and Spanish.
Please be aware that, while the glossary is presented in English, the terms apply specifically to the Portuguese market, so it’s important to consider the local context when applying them.
| Area | Term | Description | Portuguese | Spanish |
|---|---|---|---|---|
| Human Resources | 30 day accounting (SS) | Calculation based on a fixed value of 30 days per month. | Contabilização dias 30 (SS) | Contabilidad de 30 días (SS) |
| Logistics | AT Code | Code returned by the Portuguese Tax and Customs Authority (AT) to identify a transport document. | Código da AT | Código AT |
| Human Resources | AT Monthly Remuneration Statement | Monthly online declaration submitted by entities liable for PIT withholding on dependent work income, due by the 10th of the following month. It reports employment income paid to Portuguese tax residents, including exempt or excluded income under the PIT Code, as well as PIT withholdings, surcharges, compulsory social protection contributions, health subsystem dues, and union dues. | Declaração Mensal de Remunerações AT | Declaración Mensual de Remuneraciones AT |
| Human Resources | Absence | This is the absence of the worker from the place where they should be working during the normal daily working period, and can be justified or unjustified. | Falta | (ES) Falta |
| Human Resources | Absence hours | Number of hours in which employees were not present at their workplace. | Horas ausência | Horas de ausencia |
| Human Resources | Absenteeism | Frequent or prolonged absence of the employee from the workplace during working hours, whether for justified reasons (illness, vacation, leave) or unjustified reasons (absence without justification). | Absentismo | (ES) Absentismo |
| Finance, Accounting | Account | An account defines a formal relationship with a bank, entity, or partner to provide regular services, business, and other financial transactions. | Conta | Cuenta contable |
| Accounting | Account balance | Option that allows you to display the evolution of the client’s and the supplier’s financial obligations to anticipate cash requirements. | Saldo de conta | Saldo de la cuenta |
| Finance | Account settlement | It is one of the last year-end operations in which costs and losses and income and gains accounts are settled against profit and loss accounts. The account settlement makes it possible to determine the net profit for the year, which will be the amount shown in the balance of the net profit account for the year. | Apuramento de resultados | Transferencia de saldos |
| Accounting | Account transactions | Registration in accounting documents of money entering or leaving the company’s assets. In the product, this is also the option to display the incoming and outgoing accounting postings in a company’s Chart of Accounts. | Movimentos de conta | Transacciones de la cuenta |
| Finance, Accounting | Account type | Category that groups a set of accounts to allow summarized analysis, displaying them together in the profit and loss / income statement. | Rubrica | Concepto |
| Finance | Accountant | Person who presents the tax models on behalf of the taxpayer Company. | Contabilista | Presentador |
| Accounting | Accounting | The comprehensive and systematic recording of financial transactions of a business. Accounting also refers to the process of summarizing, analyzing and reporting those transactions. | Contabilidade | Contabilidad |
| Configurations | Accounting Data | Configuration section where a company’s accounting-related settings are defined, such as chart of accounts, fiscal year, and accounting regime. | Dados Contabilísticos | Datos contables |
| Invoicing | Accounting customer party | The customer designated in the invoice as the party to whom the invoice should be sent for payment. It may or may not be the party to whom the goods or services are delivered. | Cliente de faturação | Cliente contable |
| Invoicing | Accounting party | The party designated in delivery notes, invoices, etc., as the party to whom the invoice should be sent for payment. It may or may not be the party to whom the goods or services are delivered. | Entidade de Faturação | Entidad a facturar |
| Accounting | Accounting regime | The method an entity follows to organize its accounting, either Cash Accounting or Accrual Accounting. | Regime de contabilidade | Régimen de contabilidad |
| Accounting | Accounting schema | The entity’s accounting organization method. This organization can follow the rules of “Cash Accounting” or “Accrual Accounting”. | Regime de Accounting | Esquema contable |
| Invoicing | Accounting supplier party | The supplier designated in the invoice as the party to whom the invoice should be sent for payment. It may or may not be the party to whom the goods or services are delivered. | Fornecedor de faturação | Proveedor a facturar |
| Data Analysis, Accounting | Accounts balance | Financial instrument used to visualize the balance (debit or credit) of an account at a given moment, resulting from all postings made to it. | Saldos das contas | Saldos de las cuentas |
| Finance | Accounts receivable | Values referring to debts that an entity has to receive. | Recebimento | Cobro |
| Accounting | Accrual | Accounting organization method in which movements are posted to accounts at the time of the transaction and not when the payments are effectively made. | Contabilidade de exercício | Contabilidad de devengo |
| Finance | Active | In working condition. | Ativo (estado) | Operativo |
| Configurations | Add Products | Action of registering new products or items in the system so they become available for use in transactions. | Adicionar Produtos | Añadir productos |
| Configurations | Add User | Action of creating a new user account and granting it access to the system or application. | Adicionar Utilizador | Añadir usuario |
| Human Resources | Additional parental leave | Leave to which a father or mother is entitled for the care of a child or adopted child aged six or under. | Licença parental complementar | Permiso parental adicional |
| Logistics, Configurations | Address | Set of information used to describe the location of a building, flat, structure, or plot, using administrative boundaries, street names, and identifiers such as house or apartment number. May include codes such as PO box or postal code to support mail and package delivery. | Endereço | Dirección |
| Configurations | Administrative Management Pack | A bundle of administrative features and tools made available to manage company configuration, users, and settings. | Pack de Gestão Administrativa | Paquete de gestión administrativa |
| Human Resources | Admission | Process of integrating a new employee into the company | Admissão | Ingreso |
| Human Resources | Adoption leave | Leave to which prospective adopters are entitled in the event of adoption of a child under 15 years of age. | Licença por adoção | Permiso por adopción |
| Finance | Adscription | Legal title of occupation, by virtue of which the State assigns to the interested region, the portion of land or real estate belonging to the State Patrimony to the regional bodies of the State for the fulfillment of a certain purpose. It also includes the transfer of people in the service of a position or entity. | Cedência (Estado) | Adscripción |
| Human Resources | Advance payment | Employee benefit that provides you with access to your earned pay before payday. | Adiantamento | Anticipo |
| General | Advanced search | A tool aimed at helping users to better personalize and filter their searches in order to get better results and more relevant information. | Consulta avançada | Consulta extendida |
| Accounting | Advances to Suppliers | Advance to suppliers is the amount that has been paid to suppliers in advance for goods and services that are to be purchased at a later date. Advance to suppliers of goods is an asset. | Adiantamentos a fornecedores | Anticipos a proveedores |
| Human Resources | Agile (methodology) | A project management method characterized by an iterative and incremental approach, focused on constant collaboration between teams and the ability to adapt to change. In this method, the work is divided into short cycles (sprints) and the results are evaluated and adjusted regularly, thus enabling a better understanding of priorities. | Agile (metodologia) | Agile (metodología) |
| Accounting | Aging payables | Outstanding values that a company owes its suppliers, not yet settled by the agreed due date. Amounts are typically divided by offset days (e.g., 3 months, 3 to 6 months). This is an important indicator for analyzing a company’s financial health. | Dívidas a fornecedores | Deudas vencidas a proveedores |
| Accounting | Aging receivables | Outstanding values owed to a company by its customers, not yet settled by the agreed due date. Amounts are typically divided by offset days (e.g., 3 months, 3 to 6 months). This is an important indicator for analyzing a company’s financial health. | Dívidas de clientes | Deudas vencidas de clientes |
| SCM | Air transportation | Means of transporting goods or people using aircraft, typically for long-distance or time-sensitive shipments. | Transporte aéreo | Flete aéreo |
| General | Aliquot | A portion included or comprised in a whole, a specific number of times, also called a fraction or share. | Alíquota | Alicuota |
| Production | Allocation | Attributing responsibility for an act or cost to a person. | Imputação | Imputación |
| Human Resources | Allocation of absences | Indication of whether a specific type of absences influences the total or partial income amounts. | Afetação de ausências | Asignación de ausencias |
| Human Resources | Allowance amount | The monetary value of an allowance granted to an employee, such as for meals, shift work, or other benefits. | Valor a abonar | Importe de la asignación |
| Invoicing | Allowance charge/discount | Allowance charges are reductions made to basic prices of goods and services. They can take place anywhere in the distribution channel: the sell price (set by the retailer and which is often placed on the product with a label), or a price list (which is priced for a potential buyer, generally in written). | Desconto | Descuento |
| Human Resources | Allowances and earnings | Income paid by the employer to his employees for the services that they provide and the benefits to which they are entitled according to the applicable labor laws. | Abonos e remunerações | Asignaciones e ingresos |
| General | Alternative currency | Unit of money to be used as an alternative to the main currency. | Moeda alternativa | Segunda moneda |
| Finance | Analytic distribution | Division of costs by cost centers, products, departments, etc. | Distribuição analítica | Reparto analítico |
| Finance | Analytic trial balance | Financial instrument used to visualize the total debits and credits of the accounts, together with the balances of each of them (either debit or credit). This document contains all the information in as much detail as possible. | Balancete analítico | Balance analítico |
| Human Resources | Annual Income Statement | Mandatory annual statement issued by employers and delivered to PIT taxpayers by January 20th of each year. They are intended to prove the amounts earned by the worker in the previous year, including, where appropriate, income in kind attributed to them, tax withheld at source and any deductions made. | Declaração Anual de Rendimentos | Declaración Anual de Rentas |
| Finance | Annual declaration | Annual declaration of operations with third parties. Annual disclosure statement in which the total of operations carried out with customers and/or suppliers is collected whenever all operations exceed 3,005.06 euros per year (VAT included) during the previous financial year. | Parâmetros do modelo 347 | Declaración anual |
| Finance | Antiguity trial balance | Distribution of the trial balance information by seniority date. For example, details of a company’s receivable balances shown by seniority date. | Balancete de antiguidade | Balance de antigüedad |
| General | Applet | Small application that is executed in the context of another program. | (PT) Applet | Miniaplicación |
| Human Resources | Application | Process by which a candidate applies for a job offer, sending their CV, cover letter and other relevant documents, with the aim of being selected for a vacancy. The application process can include stages such as interviews, selection tests and checking references. | Candidatura | Solicitud |
| Programming | Argument | A value required by a system function to perform an operation or make a calculation. | Argumento | (ES) Argumento |
| Finance, Accounting | Asset | Resource owned or controlled by a business or economic entity, having economic value and used to achieve the company’s goals. | Ativo | Activo |
| General | Associate | To unite or gather for a common purpose. | Associar | Asignar |
| Logistics | Assortment | Classification of the item in big families. For example, in a hospitality industry company, we can have the items grouped in kitchen items, office items, decoration items, electrical devices etc. | Família | Surtido |
| Human Resources | Attachable value | The portion of an employee’s remuneration that can legally be seized or garnished to satisfy a debt. | Valor penhorável | Valor del embargo |
| Human Resources | Attendance | Regular and punctual presence of the employee at the workplace, according to the timetable and conditions established by the employer, representing the number of days the employee was present performing their professional duties. | Assiduidade | Asistencia |
| Human Resources | Auto backpay adjustment | Automatic correction, on the current date, of amounts which have already been paid. | Acerto retroativo automático | Ajuste automático de pagos retroactivos |
| General | Automatic | Something that works by means of a mechanism and without direct human intervention. | Automático | Desatendido |
| Contabilidade | Auxiliary trial balance | This trial balance shows postings in a single account as well as the company that generated each posting. This makes it possible, for example, to justify the total of the “suppliers” account, detailing each posting by supplier and by receipt or payable account, as well as showing the initial balances for each supplier. | Balancete auxiliar | Balance auxiliar |
| Accounting | Average balance | It corresponds to the average balance of an account, calculated over a period of time. | Saldo médio | Saldo promedio |
| General | Awarding | Assigning the execution of a work, project, etc. | Adjudicação | Adjudicación |
| Banking System | BBAN | The Basic Bank Account Number (BIN) is a standardized information element used to identify bank accounts. It allows a greater security and speed in directing the credit transfer of funds. | NIB | CCC |
| Logistics | BOM (bill of materials) | A compilation of items used in the manufacturing of a product. | BOM (lista de materiais) | Lista de materiales |
| Accounting | Balance managed | A type of payment which is balance managed indicates that only the amount / balance are managed and not the individual losses. This is what happens with cash. | Gerida por saldo | Gestionado por el saldo |
| Data Analysis, Accounting | Balance rebuilding | Generating a new list of all accounts and balances (credit and debit) based on the postings of those accounts. | Reconstrução de acumulado | Reconstrucción del balance |
| Finance, Accounting | Balance sheet | Financial statement that reflects a company’s economic and financial situation at a given point in time, showing its assets, liabilities, and equity. | Balanço | Balance |
| Finance | Balancing | The process by which it is confirmed that for every credit there is a debit (and vice versa) and that, in this way, all transactions are recorded in at least two accounts. | Balanceamento | Cuadre |
| Finance | Bank reconciliation | The process of comparing the company’s internal accounting with its bank transactions. This internal control should be carried out periodically to detect possible treasury errors. | Reconciliação bancária | Conciliación bancaria |
| Technical | Barcode | A bar code is a graphical representation of numerical or alphanumerical data. | Código de barras | (ES) Código de barras |
| Human Resources | Basic Salary | This is the remuneration that, under the terms of the contract or collective agreement, corresponds to the activity carried out by the worker in accordance with the normal working period that has been defined. | Retribuição Base | Retribución básica |
| Human Resources | Basic pay | The basic pay is made up of all the basic conditions agreed between the employee and the company, such as the basic salary, remuneration for exemption from working hours, shift allowance, bonus for achieving objectives, cashier’s allowance, productivity bonus, payment for night hours, and other agreed values. | Salário base | Salario base |
| Human Resources | Basic wage | The base periodic amount payable to the employee under the employment contract, before any allowances, bonuses, or overtime are added. | Vencimento base | Sueldo base |
| SCM | Batch | A set of several units of the same item. | Lote | (ES) Lote |
| Accounting | Beneficiary party | It represents the party that benefits from a specific event. In a withholding process, it identifies the party that will receive the payment when the withholding becomes effective. | Beneficiário | Parte beneficiaria |
| Human Resources | Benefits | Advantages and compensations additional to salary that a company offers its employees, with the aim of improving well-being, motivation and retention. Benefits can include health insurance, transportation allowances, among others. | Benefícios | Prestaciones |
| SCM | Billing channel | Point of contact for making agreements, promises of payment or debt recovery. | Canal de cobrança | Canal de cobro |
| Business Organization | Branch | A branch is a store (generally of commercial nature) subordinated to a head office. | Filial | Sucursal |
| Business Organization | Brand | Trade name used by a company which identifies its products. | Marca | (ES) Marca |
| Finance | Budget line item | A detailed register of each of the expenses included in a budget. | Rubrica orçamental | Partida presupuestaria |
| Invoicing | Budget/Quotation | A document used to request or provide price estimates for products or services. A quotation request is sent by the customer; the supplier’s reply, detailing prices and terms for the requested products/services, constitutes the quotation itself. | Orçamento | Presupuesto/Cotización |
| Logistics | Building number | House numbering is a system that assigns a unique building number to each building in a street or area, with the intention of making localization easier. The house number is often part of a postal address. The term describes the number of any building (residential or not) or vacant lot with a mailbox. | Número da porta | Número del edificio |
| SCM | Bundles | A group of connected, wrapped or tied items that form a transportable volume. | Pacotes | Bulto |
| Human Resources | Burnout | Syndrome of physical, emotional and mental exhaustion resulting from prolonged stress at work. It is characterized by feelings of overload, discouragement, lack of motivation and decreased productivity, which affects both the employee’s health and their work performance. Burnout can be triggered by various reasons, including excessive pressure, a lack of work-life balance and toxic working environments. | (PT) Burnout | (ES) Burnout |
| Invoicing | Business entity | A commercial agreement is subject to the existence of at least two related parties: the business entities. | Entidade de negócio | Entidad mercantil |
| Human Resources | Business partner | Human Resources professional who works closely with the different areas of the organization to implement HR strategies that harmonize the goals and needs of the employees and those of the business. The business partner focuses on improving company performance and employee satisfaction. | (PT) Business partner | (ES) Business partner |
| Invoicing | Buyer | Party that acquires or promises to acquire a property (in the case of goods) or a benefit or usage (in the case of services), in exchange for money or other reward under a sales contract. Check customer. | Comprador | (ES) Comprador |
| Invoicing | Buyer customer party | The party that receives or consumes products (goods or services) and has the ability to choose from several products and suppliers. See buyer. | Cliente comercial | Parte compradora |
| Accounting | CHURN | CHURN rate is a metric that specifies the company revenue or customer loss values. | (PT) CHURN | Tasa de abandono |
| SCM | CNAE | National Classification of Economic Activities, a country’s legal standard that assigns a 5-digit code to identify a company’s specific category of professional activity. | CAE | (ES) CNAE |
| General | Cache | High-speed information storage, with the aim of allowing quick access to instructions and data frequently requested by the application. | (PT) Cache | Caché |
| Invoicing | Calculated unit cost | It represents the value per base unit estimated by the system for the specific item. | Custeio | Unidad de coste calculada |
| Human Resources | Calendar day | Every day of a month, without distinction between weekends, holidays and working days. | Dia calendário | Día natural |
| SCM | Campaign | Advertising a product or service, highlighting its benefits and attributes, with the ultimate direct aim of leading the consumer to make a purchase. | Campanha | Campaña |
| General | Cancel | To remove the validity or value of something, to render useless. | Cancelar | (ES) Cancelar |
| Finance | Cash | Means of payment consisting of banknotes and coins. | Em numerário | En metálico |
| Accounting | Cash Flow Statement | Financial statement that summarizes the movement of cash and cash equivalents that come in and go out of a company.It measures how well a company manages its cash position, meaning how well the company generates cash to pay its debt obligations and fund its operating expenses. | Demonstração de Fluxos de Caixa | Estado de flujos de efectivo |
| Accounting | Cash Flow from Financing Activities | Net amount of funding a company generates in a given time period. Finance activities include the issuance and repayment of equity, payment of dividends, issuance and repayment of debt, and capital lease obligations. | Fluxos de caixa das Atividades de financiamento | Flujo de Caja de Actividades de Financiación |
| Accounting | Cash Flow from Investing Activities | Cash flow from investing activities (CFI) is one of the sections on the cash flow statement that reports how much cash has been generated or spent from various investment-related activities in a specific period. Investing activities include purchases of physical assets, investments in securities, or the sale of securities or assets. | Fluxos de caixa das Atividades de investimento | Flujo de Caja de Actividades de Inversión |
| Accounting | Cash Flow from Operating Activities | Cash flow from operating activities (CFO) indicates the amount of money a company brings in from its ongoing, regular business activities, such as manufacturing and selling goods or providing a service to customers. It is the first section depicted on a company’s cash flow statement. | Fluxos de caixa das Atividades operacionais | Flujo de Caja de Actividades de Explotación |
| Finance | Cash VAT | The cash VAT system allows companies to pay the value added tax to the State only after receiving the invoices issued to the customers. Joining this system is optional and structured in a simplified way. | IVA de caixa | Criterio de caja |
| Accounting | Cash accounting | Accounting organization method in which movements are posted to accounts at the time when the amounts are effectively received or paid. | Contabilidade de caixa | Contabilidad en valores de caja |
| Accounting | Cash and Cash Equivalents | Cash and cash equivalents refers to the line item on the balance sheet that reports the value of a company’s assets that are cash or can be converted into cash immediately. Cash equivalents include bank accounts and marketable securities, which are debt securities with maturities of less than 90 days. However, oftentimes cash equivalents do not include equity or stock holdings because they can fluctuate in value. | Caixa e depósitos bancários | Efectivo y otros activos equivalentes |
| Accounting | Cash flow (item) | Incoming and outgoing cash flow caused by the main business activities. It shows how much money is generated by a company’s products or services. Generally, the changes made to the cash, banks, accounts receivables and accounts payable affects operational cash. | Fluxo de caixa | Flujo de caja (elemento) |
| Finance, Business Organization | Cash flow forecasting | Tool for making financial decisions, based on assessing the company’s financial situation and forecasting its funding needs. | Previsões de tesouraria | Previsiones de tesorería |
| Invoicing | Cash invoice | It is an invoice which also documents an on-time payment receipt in cash, unlike an invoice or a promise of payment. | Fatura-recibo | Factura-recibo |
| Invoicing | Cash transfer | The movement of money from one cash account or entity to another, either physically or electronically. | Transferência de caixa | Transferencia en efectivo |
| Finance | Certified Accountant | Responsible for the company’s accounting and tax affairs, ensuring that the law in force is complied with. They are responsible for reporting on the company’s accounting obligations and submitting tax documents on time. In order to carry out their duties, they must complete an internship and take a professional exam with the Ordem dos Contabilistas Certificados. | Contabilista Certificado | Contador Titulado |
| Human Resources | Cessation of a contract of employment | Process that formalizes the end of the relationship between the employer and the employee. It can occur for various reasons, including termination by mutual agreement, redundancy, retirement, termination of a fixed-term contract, among other reasons provided for by law. | Cessação do contrato de trabalho | Cese del contrato de trabajo |
| Configurations | Change Logo | Action of updating the logo image displayed on a company’s account or documents. | Alterar Logótipo | Cambiar logotipo |
| Banking System, Accounting | Charges | Additional cost associated with production, transportation, or management (e.g., damage, delays, quality issues), or a cost borne by the employer beyond the employee’s compensation (e.g., Social Security contributions). Banks also apply nominal charges to services such as requesting proof of deposit or a document, which represent an important part of their income. | Encargos | Cargos |
| General | Chart | Easy-to-understand graphic display of facts or subjects that can be analyzed as a whole; set of buttons, dials or devices that control the operation of a system. | Quadro | Marco |
| Accounting | Chart of accounts | List of categories for the accounts that make up the unstructured accounting plan used by the company. This feature is made available for management purposes. | Plano de contas | Plan de contable |
| Banking System | Check | Negotiable instrument instructing the financial institution to pay an amount from a transaction account. The check is handed-in at a bank branch or other entity. They are documents paid to the order of someone, and are not simply owed to the bearer (like a bearer check), but it must be paid to the beneficiary. In some countries, the beneficiary can endorse the check, which allows him or her to specify a third party to whom it should be paid. | Cheque | (ES) Cheque |
| Programming | Check digits | Part of a number that is used to validate its authenticity. | Dígitos de controlo | Dígitos de control |
| Banking System | Check issue | Issuing of a payment promise to a supplier. See check. | Emissão de cheque | Emisión de cheque |
| Banking System | Check void | Voiding a check “deactivates” the check so that it cannot be used as a blank check. In short, you are disabled to fill-in the check for someone by filling in the beneficiary field, entering a value, and signing it. | Anulação de cheque | Anulación de cheque |
| Human Resources | Childcare leave | Leave to which the father or mother is entitled for childcare when the complementary parental leave has already been exhausted. | Licença para assistência a filho | Excedencia por cuidado de un hijo |
| Human Resources | Christmas allowance | Amount equal to the employee’s base monthly income, which must be paid to the employee no later than December 15th. | Subsídio de natal | Prima de Navidad |
| Legal | Classification of Economic Activities | A national Legal standard that attributes a 5-digit value to identify a company’s specific category of professional activity. | Classificação das Atividades Económicas | Clasificación de Actividades Económicas |
| Configurations | Client Data | Basic identifying information about a client, such as name, tax number, and contact details. | Dados do Cliente | Datos del cliente |
| Human Resources | Code of Conduct | A document that establishes a set of guidelines, principles and values for an organization and that regulates the behavior of employees and the entire business community and aims to promote an ethical work environment in accordance with standards of mutual respect, integrity and responsibility. | Código de Conduta | Código de conducta |
| Logistics | Collaborative logistics | Collaboration between companies in the logistics chain through partnerships that aim to increase the efficiency of the services provided, enhancing cost reduction and optimization of material and human resources. | Logística colaborativa | (ES) Logística colaborativa |
| Human Resources | Collective Bargaining Agreement | Rules for defining contractual agreements to be applied uniform and globally to a group of contracted employees employed for professional roles of similar scope. | Instrumentos de Regulamentação Colectiva de Trabalho | Convenio Colectivo |
| Human Resources | Collective Labor Regulation Instrument | A source of Labor Law that regulates employment relationships alongside other legal sources. It can be negotiable (collective agreement, adhesion agreement, or voluntary arbitration decision) or non-negotiable (extension regulation or necessary arbitration decision). These instruments prevail over the rules of the Labor Code. | Instrumento de Regulamentação Coletiva de Trabalho | Instrumento de regulación laboral colectiva |
| Human Resources | Collective Redundancies | Form of cessation of the employment contract promoted by the employer and carried out simultaneously or successively over a period of 3 months, covering at least 2 employees (in the case of a micro or small company) or 5 employees (in the case of a medium or large company), on the grounds of the closure of one or more sections or an equivalent structure or a reduction in the number of employees due to market, structural or technological reasons. | Despedimento Coletivo | Despido colectivo |
| General, Human Resources | Collective agreement | Instrument of collective labor regulation signed between employers and workers’ representatives (usually trade unions) to regulate employment conditions such as salary, vacations, training, safety and health rules, rights and duties of both parties, and dispute resolution. | Acordo coletivo | Convenio |
| General | Commercial Registry | Register of traders, commercial companies, legal persons, etc. It is a public service, carried out in registry offices. The Commercial Registry Code provides for persons and facts that must be registered. | Registo Comercial | Registro Mercantil |
| SCM | Commercial facility | The physical location of the business. | Instalação comercial | Local de negocio |
| SCM | Commission | Percentage charged on the value of business done or service provided. | Comissão | Comisión |
| Logistics | Committed | Amount held in orders pending delivery. The value is shown in the base unit. | Reservado | Comprometido |
| Configurations | Communication of Documents to the Tax Authority | The mandatory electronic submission of specific documents, such as invoices or transport documents, to the tax authority. | Comunicação de Documentos à AT | Comunicación de documentos a la AT |
| Configurations | Communication of Invoicing Series | The mandatory registration of invoicing document series with the tax authority prior to their use. | Comunicação de Séries de Faturação | Comunicación de series de facturación |
| Technical | Communication requests | View processes for sending data to the tax authorities that have been submitted. | Pedidos de comunicação | Solicitudes de comunicación |
| Finance, Legal | Company | Identifies the taxpayer or independent legal entity of a company within the system — used in Finance to refer to the entity as the taxpayer, and in Legal contexts to identify it as an independent legal entity. | Empresa | (ES) Empresa |
| Configurations | Company Data | Basic identifying and configuration information about a company, such as its name, tax number, and address. | Dados da Empresa | Datos de la empresa |
| Configurations | Company Identification | Information that uniquely identifies a company, such as its legal name and tax identification number. | Identificação da Empresa | Identificación de la empresa |
| Configurations | Company TIN | The Tax Identification Number assigned to a company by the tax authority. | NIF da Empresa | NIF de la empresa |
| General, Configurations | Company name | Preferred term used to designate and identify non-trading legal persons (e.g., associations, foundations, civil companies) and certain traders (e.g., cooperatives, public corporations, EEIGs) when their purpose involves commercial acts. | Designação comercial | Razón social |
| Human Resources | Complementary hours | These only apply to part-time contracts and correspond to hours worked beyond the employee’s contractual hours. | Horas complementares | Horas complementarias |
| Human Resources | Compulsory weekly rest | A period of at least 24 consecutive hours, usually at the end of each working week, during which the employee is relieved of their duties. Compulsory weekly rest is intended to guarantee the well-being of employees and their physical and mental recovery, and is an unwaivable right, with exceptions provided for by law. | Descanso semanal obrigatório | Descanso semanal obligatorio |
| SCM | Concession | Permission to do something, or the voluntary assignment of a right. A public works concession is a contract under which the co-contractor executes public works in exchange for the right to operate them for a set period, potentially together with an additional payment. A public service concession is a contract under which the co-contractor manages a public service for a set period, remunerated either through the results of that management or directly by the public contractor. | Concessão | Concesión |
| Configurations | Configuration Assistant | A guided tool that helps the user set up the system’s configuration step by step. | Assistente de Configuração | Asistente de configuración |
| General | Configurator | Program or software which allows the adjustment or setting of options or parameters in a computer program or system or in a piece of equipment. It can also refer to the person responsible for setting up the program. | Configurador | Definidor |
| Configurations | Configure Printing | Action of setting up how documents are formatted and printed by the system. | Configurar Impressão | Configurar impresión |
| Configurations | Configure Subscription | Action of managing the settings related to a company’s subscription plan or services. | Configurar Subscrição | Configurar suscripción |
| SCM | Consignation | A contract in which someone delivers goods for sale to another person or entity, obtaining for themselves an agreed value on the price of that sale, whereby goods that are not sold can be returned. | Consignação | Consignación |
| SCM | Consortium | Association of several companies for the purpose of jointly carrying out a financial or economic operation. | Consórcio | Consorcio |
| Production | Consumption/Used/Use | Consumption is the use of components needed to produce the product and a consumed component is that component used. | Consumo/Consumido/Consumir | Rebaje/Rebajado/Rebajar |
| Business Organization | Contact group | An association of user contacts based on a common attributes to make it easier to contact several entities related to an attribute. | Grupo de contactos | Grupo de contacto |
| Configurations | Contacts | Information about individuals or entities associated with a company, such as phone numbers and email addresses. | Contactos | (ES) Contactos |
| Human Resources | Contract duration | Period of time defined in the contract for the employment relationship between the parties to be active. | Duração do contrato | Duración del contrato |
| Human Resources | Contract expiration date | Day on which the Legal document that establishes the employment relationship between the employer and the employee determines this professional relationship to be over. | Data de fim de contrato | Fecha de vencimiento del contrato |
| Human Resources | Contract for the supply of staff | A fixed-term service contract (fixed or indefinite) between a user and a temporary employment agency, whereby the latter undertakes, for a fee, to provide one or more temporary workers. | Contrato de utilização de trabalho temporário | Contrato de puesta a disposición |
| Human Resources | Contract renewal | Situation in which an employment contract subject to a fixed term or resolutive condition does not terminate, but resurfaces and remains in force, generally under the same conditions as the original contract. | Renovação de contrato | Renovación del contrato de trabajo |
| Human Resources | Contributions | Amounts deducted from a worker’s remuneration for a legally or socially relevant purpose. Includes compulsory contributions (imposed by law, e.g., PIT withholding, Social Security, FCT/FGCT) and optional contributions (imposed by contract, collective agreement, or membership, e.g., union dues, pension funds, health insurance). May also include deductions ordered by official authorities, such as seizures. | Descontos | Contribuciones |
| Technical | Conversion | Action of converting one value into another. | Conversão | Conversión |
| Human Resources | Corporate Wellness | Practices implemented by the company with the aim of promoting the physical and psychological well-being of employees, such as health programs, sports activities, among others. | Bem-estar Corporativo | Bienestar laboral |
| Finance | Cost | Expenditure on goods or services used to produce other goods or services. | Custo | Costo |
| SCM | Counter | Unique number used internally to store data in time tables required for a given process. This number is generated every time this process is executed. | Contador | (ES) Contador |
| SCM | Countermark | Sequential number assigned to each means of transport, corresponding to its entrance into the customs clearance office, for commercial or non-commercial purposes. | Contramarca | (ES) Contramarca |
| Configurations | Create Company | Action of registering a new company within the system. | Criar Empresa | Crear empresa |
| General | Created by | User who created the record. | Criado por | Usuario creador |
| Accounting | Credit note | Document sent by a seller to a buyer, stating that a certain amount was credited into the buyer’s account. It is issued in several situations in order to correct a mistake. For example: (1) excessive invoiced amount; (2) correct allowance charge or discount not applied; (3) goods spoiled or damaged still within the warranty period; or (4) goods that do not comply with the buyer’s specifications and are, therefore, returned. | Nota de crédito | (ES) Nota de crédito |
| Logistics | Cross-docking | Distribution process in which the goods received are not stored. The cargo goes directly to the picking area or is forwarded to the transportation and distribution service. This is a complex process that requires the support of advanced technology to ensure accurate and real-time coordination of information. | (PT) Cross-docking | Cruce de andén |
| Programming | Culture | Variable that represents the country and affects some system attributes such as language, the date format or the supported character set. | Cultura | (ES) Cultura |
| General, Banking System | Currency | Unit of money used by the system, such as Euros (EUR) or US Dollars (USD). Important for currency conversions/exchanges and for defining the number of decimal places used to represent values. | Moeda | Divisa |
| Finance | Current | Current (or liquid) assets are a company’s assets that can be converted into cash, sold or consumed during the normal operating cycle (usually 12 months). | Circulante | (ES) Circulante |
| Accounting | Current Asset | Assets are the resources that a company requires in order to run and grow its business. Assets are divided into two categories: current and noncurrent assets, which appear on a company’s balance sheet and combine to form a company’s total assets. You may think of current assets as short-term assets, which are necessary for a company’s immediate needs; whereas noncurrent assets are long-term, as they have a useful life of more than a year. | Ativo Corrente | Activo corriente |
| Accounting | Current Liability | Current liabilities are a company’s short-term financial obligations that are due within one year or within a normal operating cycle. | Passivo Corrente | Pasivo corriente |
| Finance | Current accounts | Accounting instrument that represents the difference between the values relating to debts an entity has to receive (receipts) or pay (payments), whose calculation is expressed in a current accounts balance. | Contas correntes | Cuentas corrientes |
| Accounting | Current accounts (Payables and Receivables) | Accounting instrument reprsenting the difference between na entity’s payable and receivable amounts, which, when calculated, translates into a “current account balance”. | Contas correntes (Pagamentos e Recebimentos) | Cuentas corrientes (Pagos e Cobros) |
| Human Resources | Current role | An employee’s professional duties at present. | Cargo atual | Función actual |
| General | Customer | The entity that receives or consumes products (goods or services) and has the ability to choose between different products and suppliers. | Cliente | (ES) Cliente |
| Accounting | Customers statement | Report of the transactions made with customers (debits or credits). | Extrato de clientes | Estado de cuenta de clientes |
| Configurations | Customize A4 Printing | Action of adjusting the layout and content of documents printed in A4 format. | Personalizar Impressão A4 | Personalizar impresión A4 |
| Configurations | Customize Receipt | Action of adjusting the layout and content of receipts issued by the system. | Personalizar Talão | Personalizar recibo |
| General | Dashboard | A tool that visually represents the company’s information, metrics and indicators that are most relevant to the business strategy and the achievement of the organizational goals. | (PT) Dashboard | Cuadro de mando/dashboard |
| Logistics | Data mining | Analytical process over a database, in an attempt to find patterns to increase predictive ability and anticipate decision making. | (PT) Data mining | Prospección de datos |
| Configurations | Date of Commencement of Activity | The date on which a company or professional formally began its business activity, as registered with the tax authority. | Data de Início da Atividade | Fecha de inicio de la actividad |
| Configurations | Date of Incorporation | The date on which a company was legally established. | Data de Constituição | Fecha de constitución |
| Invoicing | Days outstanding | It’s a measurement of accounts receivable and accounts payable relative to the sales or purchases. In the case of sales, a high value means that the total of accounts receivable of a company as a percentage of the sales has is high, which is not a good sign. | Dias pendentes | Días pendientes |
| Accounting | Days payable outstanding (DPO) | Average number of days that companies take to settle debts for sales of products or services provided by its suppliers. | Prazo médio de pagamentos (PMP) | Período medio de pago |
| Accounting | Days sales outstanding (DSO) | Average number of days that companies take to collect payments for sales of products or services from its customers. | Prazo médio de recebimentos (PMR) | Días de Cobro Pendientes |
| Accounting | Debit note | Document used by a buyer to inform a supplier of the quantity and value of the goods to be returned, and asking for the value to be restituted to the buyer. It is frequently used to return goods on credit. The supplier issues a credit note to the buyer indicating the goods were received, and that the buyer will not have to pay for them. It can also be used as an invoice correction document. | Nota de débito | (ES) Nota de débito |
| Finance | Debit/credit note | Financial documents used to correct an invoice’s value. A credit note is issued by the seller to credit an amount to the buyer’s account (e.g., overcharging, wrong discount, damaged or returned goods). A debit note is issued by the buyer to inform the supplier of goods being returned, requesting reimbursement; the supplier then issues a credit note confirming receipt, releasing the buyer from payment. | Nota de crédito/débito | (Factura) rectificativa |
| Banking System, Accounting | Debt | An amount of cash lent by one party to another. Many companies / persons use the debt as a method for making high-value purchases which they normally would be unable to. A debt arrangement gives the borrowing party permission to borrow money under the condition that it is to be paid back at a later date, usually with interest. | Dívida | Deuda |
| Human Resources | Debt procedure | Procedure for recovering an amount due by an entity, which can lead to withholding or seizing that debtor’s wages and assets in total or partially. | Processo de dívida | Procedimiento de recuperación de deuda |
| Taxation | Deductible | A property of a specific type of values that may be used as a deduction of a taxpayer’s tax obligations. | Dedutível | Deducible |
| Human Resources | Deduction amount | The monetary value of a deduction applied to an employee’s remuneration. | Valor a descontar | Importe de la deducción |
| Finance, Human Resources | Deductions | Reduction of a monetary value that is due, typically referring to a reduction in a tax value. Deductions represent amounts discounted from income or other values, usually to be handed over to other entities (e.g., taxes, fees, debts). | Deduções | Deducciones |
| General | Default | Pre-selected option adopted by the software when no other alternative is specified by the user. | Por omissão | Por defecto |
| Accounting | Deferrals | A deferral is any account where the income or expense is not recognised until a future date, e.g. annuities, charges, taxes, income, etc. The deferred item may be carried, dependent on type of deferral, as either an asset or liability. See also accrual. | Diferimentos | Gastos anticipados |
| Accounting | Deferred Tax Assets | Deferred tax assets are items that may be used for tax relief purposes in the future. Usually, it means that your business has overpaid tax or has paid tax in advance, so it can expect to recoup that money later. This sometimes happens because of changes in tax rules that occur in the middle of the tax year. | Ativos por Impostos Diferidos | Activos por impuestos diferidos |
| Accounting | Deferred Taxes | A deferred tax liability is a listing on a company’s balance sheet that records taxes that are owed but are not due to be paid until a future date. | Passivos por Impostos Diferidos | Impuestos diferidos |
| Finance, Logistics | Delivery | A legally binding document used to send or transport goods (goods in circulation) within national territory. | Remessa | Remesa |
| SCM | Delivery note | It’s the document that accompanies the output of material during the physical output of material or goods from a warehouse. It is a movement of material that is used to send material to customers or to another warehouse. All the material sent in results in a reduction in stock in the warehouse. | Guia | Albarán |
| Logistics | Delivery term | The conditions in a sales or transportation contract that specify the means of transportation. | Condição de envio | Condición de entrega |
| Legal, Invoicing | Deposit slip | Form used to deposit funds into an account. It indicates the date, the depositor’s name, account number, and the amounts of checks, cash, and coin being deposited. | Talão de depósito | Certificado de depósito |
| Finance | Depositary | A person to whom a deposit is entrusted or a person appointed by the judge to keep the objects seized or consigned (judicial depositary). | Depositário | Depositario |
| Finance | Depreciation | Systematic allocation of the depreciable amount of an asset during its useful life. | Depreciação | Amortización |
| SCM | Deselect | Canceling an appointment. | Desmarcação | Desmarque |
| General | Detail | Detail, additional element in relation to the main information. | Detalhe | Sublínea |
| General | Digit | Each of the Arabic numerals, from 0 to 9, used to represent a number. | Dígito | Cifra/dígito |
| Finance | Direct debit | Payment service that allows the bank customer (debtor) to make their periodic payments through a debit authorization from their bank account, previously delivered to the creditor. | Débito Direto | Domiciliación |
| Human Resources | Dismissal date | Day on which an employee ceased his professional functions with an employer under a contract of employment. | Data de demissão | Fecha de despido |
| Human Resources | Dismissal for reasons attributable to the employee (Just Cause) | Form of cessation of the employment contract in which there is culpable behavior by the employee which, due to its seriousness and consequences, has made the subsistence of the employment relationship immediately and practically impossible. The cessation must be preceded by disciplinary proceedings. | Despedimento por facto imputável ao trabalhador (Justa Causa) | Despido por causas imputables al trabajador (Causa Justa) |
| Human Resources | Dismissal for redundancy | Termination of employment initiated by the employer, based on market, structural, or technological reasons relating to the company. It requires that the reasons are not due to culpable conduct by either party, that continuing the employment relationship is impracticable, that no fixed-term contracts exist in the company for equivalent tasks, , and that the situation does not qualify as a collective redundancy. | Despedimento por extinção de posto de trabalho | Despido por causas objetivas |
| Human Resources | Dismissal for unsuitability | Termination of employment initiated by the employer due to the employee’s supervening unsuitability for the job. This occurs when there is a continuous drop in productivity or quality, repeated failures in assigned resources, or risks to safety/health caused by how duties are performed, making the employment relationship unworkable. For technically complex or managerial roles, unsuitability also applies when previously agreed written objectives are not met, making continuation impracticable. | Despedimento por inadaptação | Despido por ineptitud |
| Finance | Disposal | An asset disposal corresponds to the transfer of an asset from the organization to a third party, this transfer being converted into a monetary value. | Alienação | Enajenación |
| Human Resources | Dissolution of employment contract | Form of cessation of the employment contract on the employee’s initiative where there is just cause (e.g. culpable failure to pay wages on time, culpable failure to provide safety and health conditions at work; offense against the physical or moral integrity, freedom, honor or dignity of the employee, punishable by law, committed by the employer or his representative; substantial and lasting change in working conditions in the lawful exercise of the employer’s powers). | Resolução do contrato de trabalho | Resolución del contrato de trabajo |
| SCM | Distribution | Set of operations designed to make products and services available to consumers. | Distribuição | Reparto |
| Human Resources | Diversity and inclusion | A set of organizational practices and policies that promote the acceptance and appreciation of individual differences, ensuring that employees have equal opportunities and treatment in the workplace. | Diversidade e inclusão | Diversidad e inclusión |
| General | Document management | A set of processes implemented by an institution with the aim of ensuring the production, archiving and proper use of information in a structured and centralized way, in order to avoid time and information losses and to facilitate, organize and make data searches more secure. | Gestão de documentos | Gestión documental |
| General | Domestic operation | Action carried out on national territory. | Operação nacional | Operación interior |
| Production | Dossier | Document containing information on the sale of a specific item manufactured for a customer. | Dossiê | Expediente |
| General | Double-sided | Print on both sides of the paper. | Frente e verso | Doble cara |
| Configurations | Download | Action of transferring a file from the system to the user’s device. | Descarregar | Descargar |
| General | Draft | Document that is still a work in progress and not yet in its final state for processing. | Rascunho | Borrador |
| Accounting | Due date | Date in which the payment is due. In some countries it is also known as law date. | Data de vencimento | Fecha de vencimiento |
| Accounting | Dunning | Process of requesting a debt to be paid. This process, in the business context, refers to the collections process, whereby a business communicates with customers who have fallen behind in paying their bills. | Aviso (de vencimento) | Gestión de impagados |
| Invoicing | Dunning Level | Field based on the number of days overdue, which identifies the type dunning activity to be employed. | Nível do Aviso | Nivel de la reclamación |
| Invoicing | Dunning Step | Type of activity carried out to collect na overdue debt, based on the dunning level. | Procedimento de Aviso | Procedimiento de Reclamación |
| Invoicing | Dunning document | Document that tells a paying agent that there are unsettled debts. | Documento de aviso | Documento de reclamación |
| Taxation | E-fatura | Portuguese online platform designed for the verification of invoices for goods and services, in which taxpayers must validate all invoices present in the system. | E-fatura | E-factura |
| SCM | EAN | The European Article Number is a 13-digit numerical sequence associated with the barcode. This type of universal coding makes it possible to quickly and clearly identify the country, the company ID, the product identification and the check digit. | (PT) EAN | (ES) EAN |
| Accounting | EBIT | Earnings before interest and taxes (EBIT) is an indicator of a company’s profitability. EBIT can be calculated as revenue minus expenses excluding tax and interest. EBIT is also referred to as operating earnings, operating profit, and profit before interest and taxes. | (PT) EBIT | EBIT (Beneficio antes de intereses e impuestos) |
| Accounting | EBITDA | EBITDA is a performance analysis indicator that presents how much profit a company can generate, without considering the debt interests, taxes, amortizations and depreciations. | (PT) EBITDA | EBITDA (Beneficio antes de intereses, impuestos, depreciaciones y amortizaciones) |
| SCM | EDI | Electronic Data Interchange is a technique that replaces the physical exchange of documents between companies with an exchange of data between computers connected through specialized links or a private value-added network. | (PT) EDI | (ES) EDI |
| Invoicing | EFT | Electronic Funds Transfer, a method of moving money electronically between bank accounts. | Transferência eletrónica | Transferencia electrónica de fondos |
| Banking System | EFT format | Globally, there are many protocols to communicate to the bank an order for credit transfer. Each of these protocols as a set of rules and formats associated to which a specific file must obey. | Formato transferência | Formato de transferencia electrónica de fondos |
| Invoicing | EFT operation type | The classification of an electronic funds transfer operation according to its purpose (e.g., payment, collection). | Tipo de operação | Tipo de operación de transferencia electrónica de fondos |
| Banking System, Invoicing | EFT order | In this operation, the customer issues a bank credit transfer order, providing the information requested by the bank, in a bank approved manner, or in a different manner agreed with the bank (for example, via online banking). | Ordem transferência | Orden de transferencia electrónica de fondos |
| Invoicing | EFT order type | The classification of an electronic funds transfer order according to its purpose or destination. | Tipo de transferência | Tipo de transferencia electrónica |
| General, Invoicing | EFT party summary | In the creation of a document for generating the payment order to the bank, open items from several suppliers can be chosen. The party summary gives us the total amount to be paid by that transfer grouped by supplier. | Resumo de entidades | Resumen de entidades |
| Legal | EU | The European Union, an economic and political union of member states, relevant for cross-border tax and trade rules. | UE | (ES) UE |
| Legal, Invoicing | EU sales | Sales of goods or services made to customers located in other European Union member states. | Vendas intracomunitárias | Ventas intracomunitarias |
| Human Resources | Early retirement | A situation in which work is reduced or suspended by agreement between an employer and a worker aged 55 or over, during which they are entitled to receive a monthly payment from their employer, known as early retirement. | Pré-reforma | Prejubilación |
| Finance | Earnings | Financial return obtained as a result of a given investment, i.e. the difference between the initial invested value and the total recovered value. | Rendimentos | Ingresos |
| Human Resources | Earnings bracket | Category that describes the range of amounts that the employee’s salary is within. | Escalão de vencimento | Tramo de ingresos |
| Configurations, SCM | Economic Activity Code | A country’s legal classification system that assigns a 5-digit code to identify a company’s specific category of professional or economic activity. | Código da Atividade Económica | Código de Actividad Económica |
| Legal | Economic activity | Professional field of work related to the production or distribution of goods and services with relevant economic importance within a system. | Atividade económica | Actividad económica |
| General | Electronic format | Immaterial form of organizing and storing data and representing information, accessible and interpretable by means of electronic equipment, which can be analogically recorded and coded or in binary digits. | Formato eletrónico | Soporte magnético |
| Human Resources | Emotional salary | A form of non-monetary compensation consisting of a set of benefits offered by the company to the employee, such as recognition, a positive working environment, development opportunities, and work-life balance, which generate employee satisfaction and motivation. | Salário emocional | Salario emocional |
| General, Human Resources | Employee | Identification of the person who has an employment relationship as a worker for an employer. | Colaborador | (ES) Colaborador |
| Human Resources | Employer | Company that represents the Legal entity providing employment for a worker. | Entidade patronal | Empleador |
| Human Resources | Employment certificate | Document the employer must give the employee upon termination of the employment contract, which contains the dates of admission and termination, as well as the position or positions held. | Certificado de trabalho | Certificado de trabajo |
| Human Resources | Employment contract | A contract whereby a natural person undertakes, in return for remuneration, to provide his or her activity to another person or persons within the framework of an organization and under their authority. | Contrato de trabalho | Contrato de trabajo |
| Human Resources | Employment contract for an indefinite period | Employment contract not subject to any time limit or resolutive condition. | Contrato de trabalho por tempo indeterminado | Contrato de trabajo por tiempo indefinido |
| Banking System | Endorsed | In some countries, the beneficiary can endorse the check, which allows him or her to specify a third party to whom it should be paid. See checks. | Endossado | Endosado |
| Production | Engineering | A set of techniques and methods for applying technical and scientific knowledge to the planning, creation and maintenance of structures, machines and systems for the benefit of human beings. | Engenharia | Ingeniería |
| Accounting | Entity reports | List of printing report definitions for a specific entity, for example, an invoice. | Mapas da entidade | Informes de la entidad |
| Accounting, Finance | Equity | Amount of money invested by a company’s owner(s); on the balance sheet, the difference between assets and liabilities. Broadly, also refers to all assets, rights, and obligations of patrimonial or economic content (in cash or valued in cash) held by a natural or legal person. | Capital Próprio | Capital |
| General, Banking System | Exchange rate | The value of one currency expressed in terms of another, used to convert an amount from one currency into another in financial transactions, transfers, and reporting. | Taxa de câmbio | Valor de cambio |
| Human Resources | Executor | Company that represents the Legal entity providing employment for a worker. | Executante | Ejecutor |
| Taxation | Exemption | Discharge from payment of certain fees based on the fulfillment of certain attributes. | Isenção | Exención |
| Taxation | Exemption reason | It represents the reason why a specific operation does not pay taxes. | Motivo de isenção | Motivo de exención |
| General | Exit | An action or movement that represents leaving a system, screen, or process, or the outward movement of stock. | Sair | Salir |
| Human Resources | Expected hours | Number of hours that employees are expected to be present at their workplace and perform their professional activities. | Horas previstas | (ES) Horas previstas |
| Jasmin Application Module | Expenses | Financial sacrifice (outlay) that an entity incurs to obtain a product or service, recognized when the good or service passes into the ownership of the company. In the product, this is also the area where company expenses can be reported by uploading receipt images or manually entering data. | Despesas | Gastos |
| Human Resources | Expiry of employment contract | Form of cessation of the contract, which can occur due to the expiration of the term (it expires at the end of the stipulated period or its renewal), due to supervening, absolute and definitive impossibility to provide or receive work or due to the employee’s retirement due to old age or disability. | Caducidade do contrato de trabalho | Expiración del contrato de trabajo |
| General | Export | The process of moving data from a system or application to another, often in a specific format, to make it accessible for use outside the original environment. | Exportar | (ES) Exportar |
| General | External key | Attribute that establishes the relationship of an entity with the primary key of another entity and allows a relationship between entities. | Chave externa | Clave foránea |
| Logistics, Inventory | FEFO | A method of storing goods based on the logic “First to expire, first out”, that is, products with a shorter shelf life should go out first, in order to minimize losses due to expiration dates. | (PT) FEFO | FEFO (Primero en caducar, primero en salir) |
| SCM, Logistics, Inventory | FIFO | First in, First Out” method in which the first stock to enter the warehouse is the first to leave, so remaining stock is valued at the most recent prices. Commonly used for perishable products. | (PT) FIFO | (ES) FIFO |
| Logistics, Inventory | FILO | A method of storing goods based on a “first in, last out” logic, taht is, the first product to enter the warehouse must be the last to leave, following a chronological order. | (PT) FILO | FILO (Primero en entrar, último en salir) |
| Accounting | Financial Account Posting | Inscription of a financial record into a bank account. | Lançamento em Conta | Asiento en cuenta financiera |
| Accounting | Financial Assets Adjustments | Adjustments to a company’s reported financial statements are frequently made when comparing those statements to those of another company that uses different accounting methods, estimates, or assumptions. Adjustments include those related to investments, inventory, property, plant, and equipment; goodwill; and off-balance-sheet financing. | Ajustamentos em ativos financeiros | Ajustes de activos financieros |
| Accounting | Financial Assets Held for Trading | A financial asset is held for trading if the entity acquired it for the purpose of selling it in the near future or is part of a portfolio of financial assets subject to trading. Derivative assets are always treated as held for trading unless they are effective hedging instruments. | Ativos financeiros detidos para negociação | Activos financieros mantenidos para negociar |
| Banking System | Financial Institution | Specific banking organization responsible for financial management activities. There are several types of banks, the most common of which are commercial banks that provide the service of managing the funds of a client’s account. | Instituição Bancária | Institución Financiera |
| Banking System | Financial account/Bank account | An account that exists in a financial institution. The financial institution holds someone’s money, resulting in a positive balance. It can also be a credit or loans account in which the bank lends money, resulting in a negative balance or debit. Unlike a brokerage account, which allows the investor to buy and sell stocks, a bank account is used for savings. The types of bank accounts include savings accounts and current accounts. | Conta bancária | Cuenta financiera/Cuenta bancaria |
| Accounting | Financial balance | Instruction included in a bank credit transfer to indicate the operation that is being executed. | Saldo financeiro | Balance financiero |
| Accounting | Financial pending value | The outstanding monetary amount still to be settled on a financial document or account. | Valor pendente financeiro | Valor financiero pendiente |
| Finance | Financial statements | Financial statements of a business usually include income statements, trial balances and cash flows in accordance with the accounting principles of the country or context in which the company operates, and must comply with the principles of continuity and comparability between financial years. | Demonstrações financeiras | Balance navegable |
| Finance, Taxation | Fiscal space | Geographical or international area where specific tax rules and obligations apply, e.g., a transaction between two EU countries or between regions within a single country (national). | Espaço fiscal | Espacio fiscal |
| Technical, Taxation | Fiscal time zones | Standard of time set as the basis into which are converted the time values of records relevant for tax purposes. (Example: If the delivery time for an order is 14:00 in Madrid and the Fiscal Time Zone is “UTC-Lisbon”, the value entered will be 13:00). | Fusos horários fiscais | Husos horarios fiscales |
| Finance | Fixed asset | Goods and rights that the company acquires in order to keep its activities running, which will remain with the company for more than a year and which are not expected to be traded in the near future, i.e. assets that the company has no intention of selling. | Ativo imóvel | Inmueble |
| Human Resources | Fixed-term employment contract | Employment contract aimed at meeting the company’s temporary needs for the period strictly necessary to meet those needs. It can be for a fixed term, where the duration is subject to a certain deadline, or for an indefinite period, which is dependent on the occurrence of a certain event. | Contrato de trabalho a termo resolutivo | Contrato de trabajo de duración determinada |
| General | Footer | Set of informative and/or operative elements located at the bottom of a document, file or computer program. | Rodapé | Pie de página |
| Human Resources | Freedom of contract restrictive clause | Type of conditions set in employment contracts, under which the employee is limited or forbidden from performing certain actions, such as exclusivity, non-disclosure or non-compete clauses. | Cláusula limitativa da liberdade contratual | Cláusula restrictiva de libertad contractual |
| Banking System | From currency | Original money unit (currency) that establishes the baseline for the calculation of a currency exchange. | Moeda de Origem | Moneda de origen |
| Human Resources | Full time | An employment arrangement in which the employee works the normal full schedule of hours defined by the company or by law. | Tempo inteiro | Jornada completa |
| Accounting | GL (General Ledger) | A company’s main accounting records ledger. | Geral | Libro Mayor |
| Finance | Gain | Amount of money generated by the company from the sale of its products. | Ganho | Ganancia |
| Human Resources | Garnishment | Court order seizing specific property to ensure debt payment. | Penhora | Embargo |
| Configurations | General Data | Basic identifying and configuration information about a company, such as its name, tax number, and address, used to set up the company within the system. | Dados Gerais | Datos generales |
| Human Resources | General Data Protection Regulation (GDPR) | European Union law that establishes mandatory rules for the protection, processing, free circulation and privacy of personal data, imposing obligations on companies and organizations when processing citizens’ information, with the aim of guaranteeing the security and rights of data subjects. | Regulamento Geral sobre a Proteção de Dados (RGPD) | Reglamento general de protección de datos (RGPD) |
| Human Resources | Glass ceiling | A term used to describe the invisible barriers, of a cultural, institutional or psychological nature, which prevent or hinder access by certain groups, such as women or minorities, to leadership positions or full career progression. Glass Ceiling is based on prejudices that limit the progress of employees with the same level of skills or experience compared to others in higher positions. | Teto de vidro | Techo de cristal |
| Logistics | Global sourcing | Procurement strategy in which a business buys goods and services from international markets across geopolitical boundaries. | (PT) Global sourcing | Abastecimiento global |
| Logistics | Goods issue | It is a document which accompanies the goods issue during the physical exit of goods or wares out of a warehouse. It is the goods movement used to send goods for customers or for another warehouse. All the goods issued result in a decrease in the warehouse’s stock. | Guia de remessa | Albarán de entrega |
| Logistics | Goods receipt amount | The monetary value associated with the receipt of goods into a warehouse or stock location. | Valor de entrada de material | Importe de recepción de mercancías |
| Logistics | Goods return | In Purchases, the goods return document is used to return the goods delivered to the suppliers or to reverse a purchase transaction. In Sales, it is used to register the receipt of the goods returned by the clients or reverse a sales transaction. Due to legal requirements, it is not possible to delete or make any accounting changes. | Devolução | Devolución de mercancías |
| SCM | Grace period | The non-charging period corresponds to dates during which no charges are to be made to the specified customer. | Não cobrança | No giro |
| Configurations | Grant Permission | Action of assigning access rights to a user for a specific feature or module. | Conceder Permissão | Conceder permiso |
| Accounting | Gross | Total value of goods and services before taxes or discounts. | Bruto | (ES) Bruto |
| Production | Gross needs | Quantities of components needed to fulfill the production of a certain quantity of a finished and/or intermediate item. | Necessidade bruta | Necesidade bruta |
| Human Resources | Gross salary | Total amount of remuneration agreed between the employer and the employee, before any deductions, such as taxes and compulsory social security contributions. | Salário bruto | Salario bruto |
| General | Group | A set of items, entities, or records classified together based on one or more shared characteristics, for organizational or reporting purposes. | Grupo | (ES) Grupo |
| Human Resources | Guaranteed Minimum Monthly Wage | Also known as the National Minimum Wage, it corresponds to the minimum amount owed monthly to full-time workers. | Retribuição Mínima Mensal Garantida | Salario mínimo mensual garantizado |
| General | Half-year | A period of 6 months. | Semestre | (ES) Semestre |
| Human Resources | Hard skills | Technical and specific skills acquired through training or experience, such as computer skills, foreign languages, accounting or engineering, which are necessary to perform specific job functions. | (PT) Hard skills | Habilidades duras |
| Programming | Hash control | Reference value to determine the authenticity or integrity of an object. The result of applying a mathematical formula to the object must be equal to this value for it to be authentic. | Chave de controlo | Control de hash |
| Legal, Taxation | Head office | Location where companies with several facilities or assets spread throughout the country and/or the world coordinate the overall management of the company. | Sede | Oficina central |
| General | Header | Set of informative and/or operative elements located at the top of a document, file or computer program. | Cabeçalho | Encabezado |
| Configurations | Headquarters Region | The geographic region in which a company’s registered head office is located. | Região da Sede | Comunidad autónoma de la sede |
| Human Resources | Hire date | Day on which an employee initiated his professional functions with an employer under a contract of employment. | Data de admissão | Fecha de contratación |
| General | History | Resource that makes it possible to view pages consulted by a user. | Histórico | Historial |
| General | Holiday | Day on which one rests from official work, by civil or religious determination. | Feriado | (Día) Festivo / Festividad |
| Banking System | Homebanking | To perform bank operations online, without needing to access a bank. | (PT) Homebanking | Banca en línea |
| Human Resources | Hourly wage (work policy) | Instrument that defines the relationship between an employee’s base salary and their working hours, to determine the price per hour to be paid for their professional services by the employer. | Salário/hora (IRT) | Salario por hora (política laboral) |
| Human Resources | Hours worked | Number of hours in which employees were actually present at their workplace and performed their professional activities. | Horas contabilizadas | Horas trabajadas |
| Human Resources | Household | People related to the employee by direct family ties or living together under the same roof. | Agregado familiar | Unidad familiar |
| Human Resources | Human Capital Management (HCM) | A strategic approach to people management that focuses on developing, retaining and aligning employees with organizational goals, recognizing them as one of the main assets for the company’s success. | Gestão de Capital Humano (HCM) | Gestión del capital humano (HCM) |
| Human Resources | Human Resources Audit | In-depth analysis of an organization’s HR practices, policies, processes and systems, with the aim of evaluating them, ensuring that they comply with applicable legislation and promoting good practice in the sector. | Auditoria de Recursos Humanos | Auditoría de recursos humanos |
| Technical | Id. | Abbreviation of “Identifier”. It is a field that determines the identity of an entity or object. | (PT) Id. | (ES) Id. |
| Finance | Imbalance | There must always be a credit for every debit and vice versa, therefore all transactions are recorded in at least two accounts. The balancing difference occurs when for an accounting posting there is no other equivalent in the opposite nature. | Diferença de balanceamento | Descuadre |
| Finance | Immediate Information Supply (SII) | A system whereby the maintenance of VAT records is done almost instantaneously through the AT website. | Fornecimento imediato de informações (SII) | Suministro inmediato de información (SII) |
| Human Resources | Impairment rating | Percentage value assigned by an official entity that assesses the level of disability and limitations to perform their professional duties that employees suffer from. | Percentagem de incapacidade | Calificación de incapacidad |
| SCM | Implementation | Implementing, fixing something. | Implantação | Despliegue |
| Configurations | Import Files in Batches | Action of uploading and processing multiple files at once, instead of one at a time. | Importar Ficheiros em Lote | Importar archivos por lotes |
| General | In force | Said of a law or rule that is currently in practice or has the power to take effect. | Em vigor | Vigente |
| General | In production | Unlike test environments, this is the environment in which the software is actually running according to its intended use by the end users. | Em produtivo | En real |
| General | In progress | Indication that a process is currently being executed. | Em curso | En marcha |
| Human Resources, Finance | Income tax | Amount deducted from a person’s income and paid to the State to fund public services. Determined by the income obtained, applying the corresponding rate by income bracket and legally established deductions. | Imposto sobre o rendimento | Impuesto sobre la renta |
| Accounting, Logistics | Incoming | Type of operation that represents a positive entry movement (applicable to financial assets, stock and checks). | Entrada | De entrada |
| Accounting | Incoming cash journal | In current operations, you can receive payments from customers or other occasional payments in cash, recorded in the incoming cash journal. They are controlled and validated just like any other payment. Cash receipts are published directly to a client account. | Entrada de dinheiro | Diario de entrada de efectivo |
| Accounting | Incoming check | Registration of entry of a negotiable instrument that represents a promise of payment to be fulfilled by the issuing bank entity that will transfer funds from one of their customer accounts to the recipient of the check. | Entrada de cheque | Cheque recibido |
| SCM | Incoterms | Incoterms, or INternational COmmercial TERMS, is a set of international rules from the International Chamber of Commerce (ICC) that define the distribution of costs, the place of delivery of goods, who bears the transportation risk, and the responsibility for customs duties. Their use is not compulsory, but is widespread in international commercial transactions, procurement, and freight forwarding activity. | (PT) Incoterms | (ES) Incoterms |
| Programming | Index | Pointing element that makes sorting and search operations faster by identifying an element on a list. | Índice | (ES) Índice |
| Human Resources | Information for permanent staff list | Data needed for preparing a company’s internal employees report. | Informação para quadro de pessoal | Información para la lista de personal permanente |
| Human Resources | Information on disciplinary procedures | Records of disciplinary proceedings raised against the employee. | Informação disciplinar | Información sobre procedimientos disciplinarios |
| General | Inputs | Business data, indicators, and statistics that allow the organization’s financial health to be monitored and controlled. | (PT) Inputs | (ES) Inputs |
| Human Resources | Insurance policy | Document which defines the rules (including the payment of premiums) and limitations of the protection that an insurer provides to an employee. | Apólice de seguro | Póliza de seguro |
| Accounting | Intangible Assets | An intangible asset is an asset that is not physical in nature. Goodwill, brand recognition and intellectual property, such as patents, trademarks, and copyrights, are all intangible assets. Intangible assets exist in opposition to tangible assets, which include land, vehicles, equipment, and inventory. | Ativos intangíveis | Activos inmateriales |
| General | Integrated | Something that has been included, integrated or united. | Incorporado | Incrustado |
| Finance | Integration | Sharing data from the company’s or client’s management software with their accounting firm or accountant. | Integração | Traspaso |
| UX | Interface | The interface is the device through which the user interacts with an operative system or a program. | (PT) Interface | Interfaz |
| Human Resources | Internal Mobility | The process of transferring an employee to another position within the same company. | Mobilidade Interna | Movilidad interna |
| General | Interval | Space of time between two moments or specific dates. | Intervalo | Rango |
| General | Intra-community operation | All commercial activities carried out by companies with clients outside Portugal, but belonging to the European Union, whose respective administrations remain connected for the exchange and verification of information. | Operação intracomunitária | Operación intracomunitaria |
| SCM | Intrastat | Mandatory monthly survey aimed at recording information on transactions in the EU internal market, by type of product and country. This document is divided into two parts: the arrival flow and the dispatch flow. These declarations are controlled by the statistical authorities and make it possible to monitor purchases and intracommunity sales as well as imports and exports within the common economic area with physical movement of goods. | (PT) Intrastat | (ES) Intrastat |
| SCM | Inventories | Goods or raw materials in warehouse, stock. | Existências | Existencias |
| Logistics | Inventory | Report that identifies and counts the stored stock levels for a certain entity. | Inventário | Inventario |
| Logistics | Inventory audit report | This report allows for the monitoring of the stock movements of a specific item through a control report. | Controlo de stock | Informe de control de existencias |
| Logistics | Inventory balance | Represents the amount of stock on-hand across all warehouses. | Saldo de inventário | Saldo de inventario |
| Logistics | Inventory postings | This report allows for the continuous monitoring of all the stock movements grouped by item . | Movimentos de inventário | Asientos de inventario |
| Logistics, Legal | Inventory statement | Document that declares the levels of existing goods in the warehouse of a given entity in a list. | Declaração de inventário | Declaración de inventario |
| Accounting | Investment Properties | An investment property is real estate property purchased with the intention of earning a return on the investment either through rental income, the future resale of the property, or both. The property may be held by an individual investor, a group of investors, or a corporation. | Propriedades de Investimento | Propiedades de Inversión |
| Finance | Investment asset | Physical asset used by a company to manufacture products that are then sold, for example, machinery and equipment used directly in the production of goods. | Ativo de investimento | Bien de inversión |
| Configurations | Invite Accountant | Action of granting an accountant access to a company’s account so they can manage its accounting and tax obligations. | Convidar Contabilista | Invitar a un contable |
| Invoicing, Configurations | Invoice | Detailed document issued by external vendors and suppliers for goods and services provided to a company. Includes item quantities, prices, hours worked, service description, and payment contact details; typically paid by the finance department by the agreed due date. | Fatura | Factura |
| Configurations | Invoice-receipt | A document that combines the functions of an invoice and a receipt, confirming both the sale and the payment of goods or services. | (PT) Fatura-recibo | (ES) Factura-recibo |
| Accounting | Issue | Type of operation that represents a negative exit or issue movement (applicable to financial assets, stock, and checks). | Saída / Emissão | Emisión |
| Invoicing | Issue User | Entity/user responsible for a value exit movement. | Emissor | Emisor |
| Logistics | Item | Also designated as product or good, an item is the element that uniquely identifies the product or service involved in a transaction. | Artigo | Artículo |
| Logistics | Item Issue | Financial and accounting movement which records a negative transaction of financial funds in an account to pay for goods or services. | Saída de Stock | Salida de existencias |
| Invoicing | Item purchase prices | It can be considered as the price paid for what is purchased. | Preços de compra | Precios de compra del artículo |
| Logistics, Inventory | Item/Inventory adjustment | A change in an item’s stock records so that they match the actual inventory stock. | Acerto de inventário | Ajuste de artículo/inventario |
| Configurations | Items | Products, goods, or services that can be bought, sold, or managed within the system. | Rubricas | Conceptos |
| Human Resources | Job Title | Classification that identifies the role and professional responsibilities of a person within a company. | Cargo | (ES) Cargo |
| Human Resources | Job abandonment | It corresponds to an employee’s absence from work accompanied by facts which, in all likelihood, reveal an intention not to return to work. If the employee is absent from work for at least 10 working days in a row, without the employer being informed of the reason for the absence, it is presumed to be job abandonment. | Abandono de trabalho | Abandono del puesto de trabajo |
| Human Resources | Job-search service | Platform or service that promotes the dissemination of job offers and the application of professionals. | Bolsa de Emprego | Bolsa de empleo |
| Finance | Journal entry | An annotation detailing a commercial or economic movement that modifies a company’s assets. A register of each of a company’s operations. | Registo | Apunte |
| Human Resources | Key Performance Indicators (KPIs) | Quantitative or qualitative metrics used by organizations to evaluate the success of their activities and strategies. KPIs can measure the effectiveness of processes such as recruitment, training and talent retention, among others. These indicators allow companies to monitor their progress, identify points for improvement and make decisions to optimize results. | Indicadores de Desempenho (KPIs) | Indicadores Clave de Rendimiento (KPIs) |
| General | Key performance indicators | Parameters used as business metrics to assess important factors of a company’s success. | Indicadores de desempenho (KPI) | Indicadores clave de rendimiento |
| SCM | LIFO | Last in First Out method in which the most recent lot is used to define the value of the exit cost of the stock. Thus, while outputs are valued at the most recent prices, stocks are valued at the oldest prices. | (PT) LIFO | (ES) LIFO |
| Human Resources | Lay-off | Reduction of the normal working period or temporary suspension of the employment contract of employees implemented by a company in legally foreseen situations (economic context, catastrophe, etc.), with the aim of guaranteeing the economic viability of the company and the maintenance of jobs. | (PT) Lay-off | Lay off |
| Human Resources | Learning and Development (L&D) | A set of practices and strategies for the continuous development of employees, with the aim of improving their skills and performance. It includes training programs, mentoring and other initiatives, reconciling learning needs with the organization’s goals. | (PT) Learning and Development (L&D) | (ES) Learning and Development (L&D) |
| Human Resources | Leave Schedule | Schedule drawn up by the employer indicating the start and end of each worker’s vacation period. The leave schedule is posted by April 15th of each year and must be displayed in the workplace between the deadline for posting and the 31st of October. | Mapa de Férias | Calendario de vacaciones |
| Human Resources | Leave for clinical risk during pregnancy | Leave in which the worker is absent from her workplace and does not perform her activity because there is a clinical risk to the pregnant worker or unborn child, which prevents her from performing her duties, and the employer does not provide an activity compatible with the worker’s professional status and category. | Licença em situação de risco clínico durante a gravidez | Baja por riesgo clínico durante el embarazo. |
| Human Resources | Leave for voluntary termination of pregnancy | Leave in which the worker is absent from her workplace and does not work because she has undergone voluntary termination of pregnancy. | Licença por interrupção voluntária da gravidez | Baja por interrupción voluntaria del embarazo |
| Human Resources | Leave of Absence | Day on which the employee was not present at his workplace. | Falta (genérica) | Excedencia |
| Human Resources | Leaves of absence | Number of days that workers were not present at their workplace. | Ausências (Faltas) | Excedencias |
| Finance, Accounting | Ledger | Record of all a company’s financial postings, used to record accounting-relevant activities such as acquisitions or payments. Examples include the Journal, General Ledger, and Profit and Loss Statement. | Classificador | Libro |
| Configurations | Legal Representatives | The individuals legally authorized to act on behalf of a company before third parties and authorities. | Representantes Legais | Representantes legales |
| Accounting | Legal Reserves | Legal reserve is the minimum amount of bank deposits or life insurance company assets required by law to be kept as reserve. | Reservas Legais | Reservas legales |
| Accounting | Legal stamp | In some countries, the documents issued by a company have to contain mandatory remarks, clearly visible in printing, which may vary according to the document. These texts are printed under the signature terms. | Assinatura | Sello legal |
| Human Resources | Length of service | The total period of time an employee has worked for the same employer. | Tempo de serviço | Tiempo de servicio |
| Human Resources | Letter of commitment | A contract whereby the parties promise to perform and receive a certain amount of work for a certain remuneration, subject to a set of agreed conditions with the aim of concluding the final contract, the employment agreement. | Promessa de contrato de trabalho | Promesa de contrato de trabajo |
| Accounting | Liability | A liability is something a person or company owes, usually a sum of money. Liabilities are settled over time through the transfer of economic benefits including money, goods, or services. | Passivo | Pasivo |
| Configurations | Load | Action of importing or bringing data into the system. | Carregar | Cargar |
| Logistics | Loading | Moving goods into a means of transport that will carry them to another point. | Carga | (ES) Carga |
| Logistics | Loading point | It represents the physical location where the goods are loaded. | Local de carga | Punto de carga |
| SCM | Location | Place where something is located geographically, often used as a synonym for address. | Localização | Ubicación |
| Finance | Loss | Good or service consumed abnormally and involuntarily. When the amount involved in the loss is irrelevant, it will be allowed to be considered within costs or expenses, and not separated out. | Perda | Pérdida |
| Production | Machines | Equipment or mechanism that uses mechanical force, made up of moving parts, each of which performs a specific function. | Máquinas | Maquinaria |
| Configurations | Manage AM Pack | Action of configuring or adjusting the features included in the Administrative Management Pack. | Gerir Pack GA | Gestionar paquete GA |
| Production | Manufacturing order (MO) | The document that starts the production process, where some specific details are found, such as the components. | Ordem de fabrico (OF) | Orden de fabricación (OF) |
| Human Resources | Map of union dues | When the applicable collective labor regulation instrument provides for it and the employee authorizes it, or at the express option of the employee addressed to the employer, the employer must collect and deliver union dues. Therefore, every month, the respective unions must be sent information about the workers, incidences and income dues calculated. | Mapa de Quotizações Sindicais | Informe de las cotizaciones sindicales |
| Human Resources | Marital status | The employee’s conjugal status before the law, which may be relevant for tax purposes and have an impact on his income. | Estado civil | (ES) Estado civil |
| Production | Master Production Schedule (MPS) | Document aimed at organizing production, which lists the quantity and period in which items should be produced. For a good production planning, it is essential to define the products’ delivery dates and calculate the quantity of units that can be produced in a given time. | Plano Mestre de Produção (PMP) | Plan Maestro de Producción (PMP) |
| SCM | Material to return | A good that has not yet been sent back or exchanged for another in better condition. | Material a devolver | (ES) Material a devolver |
| Logistics | Materials | Tangible tradable goods (as opposed to services, which are intangible), including goods and products held by a company and stored in its warehouse. | Materiais | Materiales |
| Human Resources | Meal allowance | Amount paid by the employer to the employee to help cover meal costs during the working period. It can be paid in cash or via a meal card and is tax-free up to a limit defined by law. | Subsídio de alimentação | Asignación para dietas de manutención |
| Human Resources | Meal card | Method for employees to access the amount of money available in their meal allowance, which is paid into a dedicated account that enjoys special banking conditions compared to normal debit accounts. | Cartão de refeição | Tarjeta de comida |
| Human Resources | Medical certificate | Document issued by a health professional (doctor or other specialist) certifying a worker’s temporary inability to perform their duties due to health issues. The medical certificate is used to justify absence from work and must be presented to the employer within the period established by law or company policy. | Atestado médico | Certificado médico |
| Accounting | Memo | Corrections made to a transaction’s values. There may be debit or credit notes with negative or positive influence over the values of transaction. | Nota | Memorándum |
| Human Resources | Meritocracy | System or practice in which rewards, promotions and professional progress are based on individual merit, such as performance, skills and results, rather than factors such as seniority or personal relationships. | Meritocracia | (ES) Meritocracia |
| Business Organization | Model | Classification of a type of product of a brand into a subcategory with specific shared characteristics. | Modelo | (ES) Modelo |
| General | Modified by | User who carried out the last modification. | Modificado por | Usuario modificación |
| Accounting | Monthly variance | The difference between values recorded from one month to the next. | Variação mensal | Variación mensual |
| Logistics | Negative stock | A stock level below zero, which occurs when a goods issue is recorded before the corresponding goods receipt, so that the balance is temporarily negative until the receipt is processed. | Stock negativo | Existencias negativas |
| Accounting | Net | It refers to the amount that is left after all the deductions are made. As soon as the net value is reached, nothing else is subtracted. | Líquido | Neto |
| Production | Net needs | The necessary quantities of components to fulfill the production of a given quantity of a finished and/or intermediate product. | Necessidade líquida | Necesidade neta |
| Human Resources | Net salary | The final amount the employee receives after deductions from the gross salary for Social Security contributions and PIT withholding. | Salário líquido | Salario neto |
| Human Resources | Non-compete agreement | A clause limiting contractual freedom, with the aim of limiting the employee’s activity for a maximum period following the cessation of the employment contract, subject to certain conditions. | Pacto de não concorrência | Pacto de no competencia |
| Accounting | Non-current Asset | Non-current assets are a company’s long-term investments for which the full value will not be realized within the accounting year. They are typically highly illiquid, meaning these assets cannot easily be converted into cash. Examples of non-current assets include investments, intellectual property, real estate, and equipment. | Ativo não corrente | Activo fijo |
| Accounting | Non-current Assets Held for Sale | Assets (or disposal groups) held for sale are not depreciated, are measured at the lower of carrying amount and fair value less costs to sell, and are presented separately in the statement of financial position. Specific disclosures are also required for discontinued operations and disposals of non-current assets. | Ativos não correntes detidos para venda | Activos no corrientes mantenidos para la venta |
| Accounting | Non-current Liability | Non-current liabilities refers to any debts or other financial obligations that can be paid after a year. Examples could include everything from pension benefits to long-term property rentals and deferred tax payments. | Passivo não corrente | Pasivo no corriente |
| Human Resources | Normal working hours | Working time measured in hours per day and per week. | Período normal de trabalho | Período de trabajo normal |
| General | Normative | A country’s set of laws, rules and regulations. | Normativo | Normativa |
| General | Note to recipient | Additional information to be sent to the transaction’s recipient. | Nota ao destinatário | Nota al destinatario |
| Human Resources | Notification of paid remuneration | The name normally used to identify the communication of insured workers’ remuneration statements, which derives from the policyholder’s obligation to send the insurer a copy of their employees’ remuneration statements sent to Social Security. | Mapa de Seguro | Comunicación de conceptos retributivos abonados |
| Human Resources | OKR (Objectives and Key Results) | Methodology for defining measurable objectives, which aims to align an organization’s efforts to achieve strategic goals. Each goal is based on key results that allow progress to be measured. | (PT) OKR (Objectives and Key Results) | (ES) OKR (Objectives and Key Results) |
| General | Obsolescence | Declassification of a product or service when it ceases to be useful, even though it is still in perfect working order, due to the emergence of a technologically more advanced product. | Obsolescência | Obsolescencia |
| Human Resources | Occupational Disease | It is the disease that results directly from working conditions, is included in the List of Occupational Diseases (Regulatory Decree no. 76/2007, of July 17) and causes incapacity to carry out the profession or death. According to the Law, bodily injury, functional disorders or illnesses not included in the list will also be compensable, as long as they are proven to be a necessary and direct consequence of the activity carried out and do not represent normal wear and tear on the body. | Doença Profissional | Enfermedad profesional |
| Human Resources | Occupational accident | An accident occurring at the time and place of work that causes bodily injury, illness, or death, reducing working or earning capacity. Also considered an occupational accident: accidents during the worker’s usual commute or work-related travel (e.g., to receive payment, treatment, or meals); accidents during authorized training or worker representation activities; spontaneous acts benefiting the employer; and accidents occurring during job searches while under notice of termination. | Acidente de trabalho | Accidente de trabajo |
| Human Resources | On-call contract | Employment contract in which, due to the fact that the employer carries out business with discontinuity or variable intensity, the parties can agree that the provision of work is interspersed with one or more periods of inactivity. | Contrato de trabalho intermitente | Contrato de trabajo discontinuo |
| Human Resources | Onboarding | The process of welcoming and adapting new employees to the company, which includes the presentation of internal policies, the organizational culture, the necessary tools and resources, among other aspects inherent to the job and work environment. | Integração (Onboarding) | Incorporación (Onboarding) |
| General | Online help | Help file accessible for software applications or operating systems, with the aim of providing information related to the general operation of the program or troubleshooting. It allows customers to resolve their problems without having to contact a customer service representative, saving time and effort. | Ajuda online | Ayuda en línea |
| Finance, Invoicing, Accounting | Open amount | Debt instrument issued by a company — a charging right expressed in a document specifying the amount owed, debtor, creditor, and due date. | Pendente | Efecto |
| Logistics | Open goods returns | It corresponds to the open value in open goods returns. A return represents a goods movement which should result in a financial movement of the type credit note to perform the corresponding settlement in the current account evolved. Open returns amounts indicate that there are credit notes to be made. | Devoluções de material pendente | Devoluciones de mercancías abiertas |
| Accounting | Operating Subsidies | Payments made annually (or more frequently) to owners of affordable housing developments to make the housing more affordable, by covering a portion of the ongoing costs of operating the development. | Subsídios à Exploração | Subvenciones de explotación |
| General | Order | A confirmed request from one entity to another to buy, sell, deliver or receive goods or services under specified terms and conditions. When accepted by the receiving party, an order becomes a legally binding contract. | Encomenda | Pedido |
| Taxation | Ordinance | An ordinance is term that covers all legislative acts, regardless of their position in the hierarchy of laws: laws, decrees, regulations, injunctions, etc. | Diploma | Ordenanza |
| Human Resources | Organizational culture | Set of values, beliefs, practices and norms that guide the behavior of all the members of an organization. Organizational culture shapes the way employees interact with each other, with customers and with leadership. It can be explicit, formalized in a document, or only implicit in the organization. | Cultura organizacional | Cultura organizativa |
| Accounting | Outgoing cash journal | Financial and accounting movement which records a negative transaction of financial funds in an account, used to register cash payments made to suppliers or other outgoing amounts. | Saída de dinheiro | Diario de salida de efectivo |
| Accounting | Outgoing check | Financial instrument issued to a supplier. See check. | Cheque emitido | (ES) Cheque emitido |
| SCM | Outstanding receivables | Receipts expected to enter the cash flow. | Pendente de receber | Pendiente de recibir |
| Accounting | Overdraft | An overdraft allows a client to withdraw funds or make payments from his current account, using an amount that exceeds the balance of that account. Over drafts can be of two types: overdraft facility or overrunning. | (A) descoberto | Descubierto |
| Accounting | Overdue | A payment or obligation that has not been settled by its due date. | Vencido | (ES) Vencido |
| General | Overlap | Number representing the importance attributed to something. | Sobreposiçao | Solapamiento |
| Human Resources | Overtime hours | Supplementary work performed by the employee beyond their contractual hours; corresponds to the number of additional hours worked in excess of the expected schedule. | Horas extraordinárias | Horas extraordinarias |
| Business Organization | Owner | Type of business relationship that identifies the individual with Legal possession of an entity. | Proprietário | Propietario |
| Technical, Banking System | PS2 | It corresponds to the Bank of Portugal’s standardized format for credit transfers between banks. | (PT) PS2 | (ES) PS2 |
| SCM | Package | Goods or packaged products. | Embalagem | Embalaje |
| SCM | Packing list | Transport document listing information about customers and goods, catalogued by quantity and weight. This document serves as proof of delivery and legitimizes the issuing of the final invoice. | Lista de distribuição | Albarán de transporte |
| Accounting | Paid-in Capital | Paid-in capital is the amount of money a company has raised by issuing shares to investors. Paid-in capital is calculated by adding balance-sheet line items common stock, preferred stock, and additional paid-in capital. | Capital realizado | Capital desembolsado |
| Programming | Parent | Higher member of a hierarchical relationship of dependency between components. | Pai | Principal |
| Human Resources | Parental leave | Parental leave is part of the rights guaranteed to working parents and is motivated by the birth of a child. There are the following types: Initial parental leave, Mother’s exclusive parental leave, Initial parental leave to be taken by one parent if the other is unable to take it and Father’s exclusive parental leave. | Licença parental | Permiso parental |
| Human Resources | Parents | Name of the employee’s immediate family ancestors. | Filiação | Padres |
| Human Resources | Part-time | An employment arrangement in which the employee works fewer hours than the normal full-time schedule defined by the company or by law. | Tempo parcial | Tiempo parcial |
| Human Resources | Part-time employment contract | An employment contract that corresponds to a normal working week that is shorter than that of a full-time worker in a comparable situation. | Contrato de trabalho a tempo parcial | Contrato de trabajo a tiempo parcial |
| General | Partition | Division of a logical database or its constituent elements into distinct independent parts usually carried out for management, performance or availability reasons. | Partição | Partición |
| General | Party | Entity that participates or is involved in a business transaction. | Entidade | Entidad |
| Finance | Payables | Amounts that a company owes to its suppliers or other creditors. | Valor a pagar | Impagado |
| Jasmin Application Module | Payables and Receivables | Area of the product where you can manage the processes related to the values owed by customers to the company for the payment of products and services and those owed by the company to suppliers of products and services acquired via credit. From this menu you can create receipts or view account postings. | Contas a Pagar e a Receber | Cuentas por Pagar y por Cobrar |
| Human Resources | Payment Reference | Reference or NIB to be used for a payment. | Referência de Pagamento | Referencia de pago |
| Invoicing | Payment Type | The classification of a payment according to the method or instrument used (e.g., cash, transfer, check). | Tipo de Pagamento | Tipo de Pago |
| General, Invoicing | Payment method | Method of financial transfer used by the party responsible for payment to complete a transaction (e.g., cash, transfer, or check). | Meio de pagamento | Método de pago |
| Accounting, Invoicing | Payment settlement | Effective transfer of funds to settle a debt. This payment is subject to time limits and can be done partially, in which case it is represented by settlement percentages. | Liquidação por pagamento | Liquidación de pagos |
| Logistics | Payment term | Term specifying the manner in which a trade will be done. Generally, these terms specify a period in which the buyer can pay the due amount. They can also demand some money to be paid in advance, paid in cash at delivery, a 30 day or longer period, or other similar arrangements for deferred payment. | Condição de pagamento | Condición de pago |
| Human Resources | Payslip | Document given by the employer to the employee, which contains detailed information on the amounts received or deducted from the salary. It must include the employee’s full name, address, civil identification number, taxpayer number and social security number. It must also include the number of the respective occupational accident insurance policy and the corresponding insurer. | Recibo de vencimento | Nómina |
| SCM | Pending delivery | Product whose delivery has not yet occurred. | Pendente de entrega | Pendiente de servir |
| Human Resources | Performance appraisal | Formal process of analyzing an employee’s performance in their work environment, with the aim of assessing their skills, results and contribution to organizational goals. | Avaliação de desempenho | Evaluación del desempeño |
| General | Periodicity | Expected time between occurrences. | Periodicidade | Cadencia |
| General | Periodizable | Division by predefined periods (annually, quarterly, monthly, etc.). | Por períodos | (ES) Periodizable |
| Human Resources | Permanence pact | A clause limiting contractual freedom, with the aim of obliging the employee not to terminate the employment contract for a certain period, as compensation to the employer for large expenses incurred in the employee’s professional training. | Pacto de permanência | Pacto de permanencia |
| Configurations | Permanent Certificate Code | A code associated with a permanent accounting or software certification, required for regulatory compliance. | Código da Certidão Permanente | Código del certificado permanente |
| Inventory | Permanent inventory | Stock counting method mandatory for some companies. It implies recording the costs of Purchases and Sales in accounting in order to determinethe stock value in a specific moment. It is necessary to physically count all stocks (Physical Inventory) at least once every fiscal year. | Inventário permanente | Inventario permanente |
| Accounting | Petty cash | Small amounts of cash kept in a business’ cash drawer. Each purchase made with the money kept in the cash drawer should be documented, in much the same as other business revenues or expenses. When the amount in the drawer is too large, a deposit voucher should be created to transfer the funds to the bank. | Caixa | Caja chica |
| Inventory | Physical inventory | Physical counting of the stock a company has, to ensure that the computer data match the real stock. When there is no match, positive and negative corrections can be performed to correct the data on the app. This is a mandatory process for the Fiscal Year Closing of some companies. | Inventário físico | Inventario físico |
| SCM, Logistics | Picking | Activity of selecting and preparing products to fulfill order requests, generating movements in warehouse stock levels. | (PT) Picking | Recogida |
| SCM | Picking list | Internal use document used to organize the collection of products that will be part of customer orders in the warehouse. It must contain all the data of the products to be collected and indicate their location in the warehouse so that they can be collected in the appropriate order. | Lista de picking | Hoja de recogida |
| Production | Plant | A company aimed at processing or preserving raw materials or transforming semi-final products into final products. | Fábrica | Planta |
| Finance | Plus VAT | VAT an entity charges its customers on the invoices issued. | IVA acrescido | IVA devengado |
| General | Policy | Document setting out the rules (including the payable premiums) and limits of protection an insurance company provides to an employee. | Apólice | Póliza |
| Finance, Logistics, Accounting | Posting | Entry of a financial value into an account; a record of a movement in the system. | Lançamento | Asiento contable |
| General | Potential customer | Person or organization interested in making a purchase or that, according to a market analysis or study, could become a buyer, consumer or user of a product or service. | Cliente potencial | Compañía |
| Programming | Precision digits | Limit number of characters to the right of the decimal point that a value can have in a given field. | Número de casas decimais | Número de decimales |
| Production | Preventive maintenance | Systematic control and monitoring interventions that prevent breakdowns and reduce the likelihood of an asset failing. | Manutenção preventiva | Mantenimiento preventivo |
| Technical | Price list | Catalogued table values that sets the standard price for the products and goods traded by a specific entity. | Lista de preços | Lista de precios |
| Human Resources | Prior notice | Advance communication required between employer and employee (or vice-versa) informing the intent to change contract terms or terminate the employment contract, in compliance with a legally established deadline. | Aviso prévio | Aviso previo |
| Human Resources | Probationary period | Initial phase of an employment contract during which certain contractual clauses are temporary, allowing both parties to assess their interest in maintaining the relationship, and serving as an adaptation and training period for the worker. | Período experimental | Período de prueba |
| General | Processing | The act of processing, organizing, or treating information, documents, or materials — for example, following up on previously issued documents (such as fulfilling an order), or transforming a material or substance. | Processamento | Tratamiento |
| Production | Product | A product is anything that has undergone a process of manufacture, i.e. that has been manufactured or produced. | Produto | Conjunto |
| Human Resources | Professional internship or training | Type of relationship between two parties in which employers provides individuals (for example a student or an unemployed person) with an opportunity to develop their skills in the professional practical context of their companies. | Estágio profissional ou profissionalizante | Prácticas o formación profesional |
| Human Resources | Professional status | Indication of the current employment status of an employee before their employer: active, dismissed, unpaid leave, deceased, etc. | Situação profissional | Situación profesional |
| Human Resources | Professional training | A set of activities aimed at acquiring the practical skills, knowledge and attitudes needed to carry out a particular profession. | Formação profissional | Formación profesional |
| Finance | Profit | Increase in economic benefits during the accounting period in the form of inflows or increase in assets or decrease in liabilities, which result in increases in equity, other than those related to contributions from shareholders. | Proveito | Abono |
| Data Analysis, Accounting | Profit and loss statement/Income statement | Report that identifies income and expenses for a specifical period of time (usually yearly). Through this report, we can determine whether the company accumulated profits or losses. | Demonstração de resultados | Cuenta de resultados |
| Human Resources | Promotion | Rise of an employee to a professional role of a higher level in the company’s hierarchical structure. | Promoção | Ascenso |
| Banking System, Invoicing | Prompt payment | Payment of a product or service immediately after it is provided, usually in cash. | Pagamento a pronto | Pago al contado |
| General | Proof | Document that proves a fact or transaction. | Comprovativo | Justificante |
| Production | Proposal | A condition for reaching an agreement. | Proposta | Oferta |
| Human Resources | Protection system | Support system that the employee subscribes to for protection via compensation in the cases of work-related difficulties (dismissal, illness). | Regime de proteção | Sistema de protección |
| Accounting | Provisions | A provision represents funds set aside for future expenses or other losses such as reductions in asset value. Types of provisions include bad debt, loan losses, tax payments, pensions, warranties, obsolete inventory, restructuring costs and asset impairment. | Provisões | Provisiones |
| Human Resources | Public holidays | Public holidays are generally considered to be days of inactivity when workers are not working, but are still entitled to pay. Public holidays can be national, municipal or regional. | Feriados | Festivos |
| Invoicing | Purchase order | It is a document created by the buyer which authorizes the purchase transaction. When accepted by the seller, it becomes a binding contract for both parties. The purchase order establishes the descriptions, quantities, prices, discounts and allowance charges, payment conditions, issue date, performance or other terms and conditions associated, and it identifies a specific seller. | Encomenda a fornecedor | Orden de compra |
| Jasmin Application Module | Purchases | Area of the product that includes the product features related with the acquisition of goods or services, such as orders, items and supplier management. | Compras | (ES) Compras |
| Invoicing | Purchases open items | Outstanding amounts that a company owes a supplier. | Pendentes de fornecedores | Partidas abiertas de compras |
| Finance | Purge | Cleaning or removal of unwanted elements. | Depuração | Depuración |
| SCM | Putaway list | Internal document describing the materials to be stored, which contains information about the materials and the exact storage location of each material. | Lista de arrumação | Hoja de colocación |
| Logistics, Inventory | RFID | The radio-frequency identification is a method of automatically identifying and locating products using radio signals. Each product/item is tagged with a code and the signals are collected by a receiver or antenna that provides data on the location of the products, as well as other information. | (PT) RFID | RFID (Identificación por radiofrecuencia) |
| Logistics, Inventory | Racks | Equipment for the vertical storage of goods that allows raw materials or finished products to be efficiently stored, using material handling vehicles, such as forklifts and pallet trucks. | (PT) Racks | Estantes |
| General | Radiofrequency | Radio wave frequency, which ranges from 3 kilohertz to 300 gigahertz in the electromagnetic spectrum. | Radiofrequência | Radiofrecuencia |
| Human Resources | Raise | Value or percentage to be added to the income of an existing employee. | Aumento | (ES) Aumento |
| SCM | Rappel | A discount granted to a customer whenever the customer reaches a certain volume of purchases during a previously established period. In practice, this discount is granted in the form of tiers, whereby a percentage or discount amount is applied to each tier. | (PT) Rappel | (ES) Rappel |
| General | Rate | Form in which information is displayed to the user in an organized way within a specific operation. | Taxa | Tasa |
| Finance | Ratio analysis | The economic and financial ratio analysis makes it possible to summarize data and compare companies’ performance. The main ratios analyzed are the debt, liquidity, profitability and market value ratios. | Análise de rácios | Evolución de ratios |
| Human Resources | Readmission | The process of hiring a worker who has previously worked for the same employer. | Readmissão | Readmisión |
| Finance | Recapitulative declaration | Recapitulative statement of intra-community operations. Disclosure statement submitted to report intra- community deliveries and acquisitions, i.e. sales and purchases carried out between two EU countries. | Declaração recapitulativa | Declaración recapitulativa |
| Legal, Invoicing | Receipt | A receipt é a written confirmation that a specified item or sum of cash was received. A receipt registers the purchase of goods or services. It is not the same as an invoice. | Recibo | (ES) Recibo |
| Finance | Receivables | The process that covers everything from the moment the customer buys a product or service to the payment of the debt, either on or after the due date. | Cobrança | Percepción |
| Banking System, Accounting | Reconciliation | Process that explains the difference between an organization’s bank statement balance and the corresponding amount in its accounting records at a given moment. Adjustments should be recorded in the cash journal, and temporary differences noted to support future reconciliations. To minimize effort, it is good practice to perform this process frequently, generally using specialized software. | Reconciliação | Conciliación |
| Human Resources | Recruitment and selection | The set of processes and strategies used by companies to attract, identify and select qualified candidates to fill job vacancies. | Recrutamento e seleção | Contratación y selección |
| Human Resources | Reference year | Calendar year to which a particular value or event relates. | Ano de referência | Año de referencia |
| General | Refresh time | The amount of time it takes for the program to update its data. | Tempo de atualização | Tiempo de refresco |
| Human Resources | Refund | Repayment of a sum of the taxes charged to the tax payer. | Restituição | Devolución |
| General | Region | Area of the country, which may imply the definition of different values in the calculation of taxes and fees. | Região | Comunidad autónoma/Comunidad foral |
| Finance | Regional tax | A tax applicable to taxpayers in certain regions, in addition to other taxes levied at the national level. | Tributação territorial | Tributación por razón de territorio |
| Configurations | Register Companies | Action of adding new companies to the system for management purposes. | Registar Empresas | Registrar empresas |
| SCM | Regulated warehouse | Warehouse supplied from other warehouses (from regulating warehouses). | Armazém regulamentado | Almacén regulado |
| SCM | Regulating warehouse | Warehouse responsible for keeping in one place the material needed for the final manufacture of products. This space is located either near the supply area or in the internal areas of the factory where this material is consumed. It supplies other warehouses. | Armazém regulador | Almacén regulador |
| SCM | Relocation | Change of location. | Deslocalização | Desubicación |
| Human Resources | Remote work | A working arrangement in which the employee performs their professional duties away from the employer’s premises, typically from home, using digital communication tools. | Teletrabalho | Teletrabajo |
| Configurations | Remove Permission | Action of revoking a user’s access rights to a specific feature or module. | Remover Permissão | Eliminar permiso |
| Human Resources | Remuneration | Remuneration is only that which, under the terms of the contract, the rules governing it or custom, the worker is entitled to in return for their work. This includes the basic salary and all regular and periodic payments made, directly or indirectly, in cash or in kind. Any payment made by the employer to the employee is presumed to constitute remuneration. | Retribuição | Retribución |
| Technical, General | Report | A document or written statement containing information (in text, chart, or table form created ad hoc, periodically, or as required, to communicate partial or total results of an activity, project, action, research, or other event. | Mapa | Informe |
| Technical | Reporting | Product option that provides access to more advanced options such as extracts, reports and analysis. For example, with this option we can see sales reports broken down by vendor under the “Sales” category. | Relatórios | Informes |
| General | Request | Demonstration of the author’s will, request or requisition. | (PT) Pedido | Petición |
| Programming | Required | Value that must compulsorily be entered into the system so that it can perform a certain operation. | Obrigatório/a | Obligatorio/a |
| Jasmin Application Module | Results | Area of the product where you can access statements and analysis regarding your company’s economical performance. | Resultados | (ES) Resultados |
| General | Resume | Perform the interrupted operation again. | Retomar | Reanudar |
| Accounting | Retained Earnings | Retained earnings are a firm’s cumulative net earnings or profit after accounting for dividends. They’re also referred to as the earnings surplus. | Resultados Transitados | Ingresos Retenidos |
| Accounting | Revaluation Surplus | A revaluation surplus is an equity account in which is stored any upward changes in the value of capital assets. If a revalued asset is subsequently dispositioned out of a business, any remaining revaluation surplus is credited to the retained earnings account of the entity. | Excedentes de revalorização | Excedente de revalorización |
| Finance, Accounting | Reversal | A transaction in the opposite direction, used to correct or rectify an original transaction that was incorrectly debited. | Estorno | Contrasiento |
| Human Resources | Revocation of employment agreement | Form of cessation of the employment contract, in which it ends by agreement between employer and employee. | Revogação do contrato de trabalho | Revocación del contrato de trabajo |
| Accounting | Round up | Rounding method that consists on increasing a value until the desired precision is met. | Para cima | Redondeo por exceso |
| Invoicing | Rounding amount | Value of the manual adjustment of rates (taxable amount or value) for the amount in the invoice generated by the system to reflect the calculation done by the supplier’s application. | Acerto do valor | Importe de redondeo |
| Accounting, Taxation | Rounding off | Rounding method used (Up or Down) to adjust a value to a desired number of decimal places. | Arredondamento | Redondeo |
| Invoicing | Rounding taxable amount | When the tax base calculated by the system in an invoice is different from the amount presented by the supplier in the VAT summary of his invoice (generally due to different rounding methods), it leads to the necessity to reconcile the corresponding VAT. | Acerto da incidência | Redondeo de la base imponible |
| Production / SCM | Route | Itinerary to be traveled, usually in relation to a means of transport by air, sea or land. | Rota | Ruta |
| Accounting, Taxation | SAF-T | Standard Audit File for Tax Purposes – a standard XML file format whose rules must be followed when reporting a company’s tax information to the tax authorities. | (PT) SAF-T | (ES) SAF-T |
| SCM | SCM | Supply Chain Management: a group of interdependent organizations that act together to control, manage, and improve the flow of materials, products, services, and information from suppliers to end customers. | (PT) SCM | (ES) SCM |
| Accounting | SEPA | Process of generating an electronic file that identifies values to be transferred between bank accounts. | (PT) SEPA | SEPA (Zona Única de Pagos en Euros) |
| Jasmin Application Module | Sales | The process of selling goods or services to customers, including the related documents, revenue, and commercial activity generated. | Vendas | Ventas |
| ECommerce, Sales | Sales channel | Method used to fulfill a product sale. For example, over the Internet, over the counter or by automatic services. | Canal de vendas | Canal de ventas |
| Invoicing | Sales item price | The amount of money which needs to be paid or paid beforehand for a product or service. | Preço de venda | Precio de venta |
| Invoicing | Sales open items | Outstanding amounts that a customer owes a company. | Pendentes de clientes | Partidas abiertas de ventas |
| Business Organization | Sales representative / Salesperson / Seller | The person or entity responsible for selling goods or services to customers, often entitled to a commission based on sales performance. | Vendedor | Representante de comercio/Vendedor |
| Data Analysis | Same period | Same period of time in a different year, for example, the first quarter of 2017 and the first quarter of 2018. | Período homólogo | Mismo período |
| General | Save | To store the current version of one’s work or data in a file or system so it can be accessed and edited later without loss. | Guardar | (ES) Guardar |
| General | Scan | Digital representation of a document originally produced in another (physical) format, converted to digital format through digitization. | Digitalização | Escaneo |
| Programming | Search term | The word or phrase entered by a user to look for specific information within the system. | Termo de pesquisa | Término de búsqueda |
| Human Resources | Secondment | Type of employment contract. Positions of administration or equivalent, management or leadership positions directly dependent on the administration or director-general or equivalent, personal secretarial functions for the holder of these positions, functions whose nature also involves a special relationship of trust, may be held on secondment, if IRCT so allows. | Comissão de serviço | Comisión de servicio |
| Finance | Self-billing invoice | Invoice produced by the purchaser of the goods and/or services, in the name of and on behalf of the supplier. | Autofatura | Autofactura |
| Human Resources | Self-evaluation | A process in which an employee assesses their own performance, skills and results, usually as part of a performance appraisal or personal development. | Auto-avaliação | Autoevaluación |
| Finance | Self-withholder | Taxpayer who makes their own withholding tax on the sale of a product or provision of a service. | Autopagador | Autoretenedor |
| Invoicing | Seller supplier party | A party supplying goods or services. A seller costumer party is different from a contractor since the latter is someone who generally adds value to products for delivery. | Fornecedor comercial | Proveedor Comercial |
| Configurations | Senders | Entities or systems responsible for sending documents, files, or communications to a recipient within a process or integration. | Remetentes | Remitentes |
| Technical | Sequences | Consecutive values used to attribute a code and identify series of entities, items, or other records. | Sequências | Secuencias |
| General, Technical | Series | A set of consecutive numbers or codes used to identify and organize documents or records issued within the same category. | Série | Serie |
| Human Resources | Service contract | A contract whereby one of the parties is obliged to provide the other with a certain result of their intellectual or manual work, with or without remuneration. | Contrato de prestação de serviços | Contrato de servicios |
| Business Organization | Service representative | Type of business relationship that identifies an individual with an official commercial relationship with a company or brand. | Representante | Representante de servicio |
| Invoicing, Accounting | Settled amount | The monetary amount that has been fully paid or cleared for a document or transaction. | Valor liquidado | Importe liquidado |
| Accounting, Invoicing | Settlement | Settling open amounts is a business process that involves the transaction of amounts to fulfill contractual obligations, such as the ones stemming from credit operations. | Liquidação | Liquidación |
| Jasmin Application Module | Setup | Area of the product where you can access and change advanced settings for the different modules. | Configuração | Configuración |
| Configurations | Share Capital | The total value of capital contributed by a company’s shareholders or owners in exchange for shares, representing risk capital that is not repaid in the normal course of business. | Capital Social | Capital Social |
| Accounting | Share Premium | A share premium account is typically listed on a company’s balance sheet. This account is credited for money paid, or promised to be paid, by a shareholder for a share, but only when the shareholder pays more than the cost of a share. This account can be used to write off equity-related expenses, such as underwriting costs, and may also be used to issue bonus shares. | Prémios de Emissão | Prima de emisión |
| Human Resources | Shift allowance | Additional amount paid to the employee for performing their professional activities in alternating shifts with another group of employees. | Subsídio de turno | Asignación por turno |
| Logistics | Shipping expenses/Shipping value | A rate that is payed for the shipping of a specific item. | Portes de envio | Gastos de envío/Valor de envío |
| Logistics | Shipping order | Document that identifies and specifies the items to be transported from one location where they are stored to a new location to satisfy an order. | Ordem de expedição | Orden de envío |
| Human Resources | Sick leave | Period during which the employee is absent from work due to health issues, upon presentation by the employee of a medical certificate to formalize the absence and guarantee the benefits to which they may be entitled and for which they are legally protected, such as the payment of sick pay. | Baixa médica | Baja médica |
| Human Resources | Sick pay | Financial support, based on the remuneration earned by the employee, granted by Social Security to employees who are temporarily unable to carry out their professional activity due to illness. | Subsídio de doença | Subsidio de enfermedad |
| Invoicing | Simple invoice | Document that serves as proof of a commercial transaction. Unlike normal invoices, a simple invoice does not require the identification of the paying entity, has a maximum limit amount, is not a valid transportation document and is issued when the services or goods are provided. | Fatura simplificada | Factura simple |
| Human Resources | Single Report | Annual report on the company’s social activities. It refers to the company’s activity during the year prior to its submission. Submission is mandatory for all employers covered by the Labor Code and respective legislation. | Relatório Único | Informe único |
| Logistics | Smart warehousing | Warehouse that relies on artificial intelligence, and whose processes are managed centrally, integrating peripherals, such as computers, optical reading terminals, radio frequency readers, etc., enabling a global and real-time monitoring of the tasks being performed in the warehouse. | Armazém inteligente | Almacenamiento inteligente |
| Human Resources | Social Security Statement of Remuneration | This is a mandatory monthly declaration, submitted via the internet and the responsibility of employers before the Social Security, in which the amount of remuneration subject to contributions, the working hours and the applicable contribution rate are declared. Delivery must be made between the 1st and 10th of the month after the month to which it relates. | Declaração de Remunerações para a Segurança Social | Declaración de Remuneraciones para la Seguridad Social |
| Human Resources | Social audit information | Data needed for preparing the human resources and social planning and management document for companies with more than 100 employees. | Informação para balanço social | Información de auditoría social |
| Human Resources | Soft skills | A set of interpersonal and behavioral skills that enable effective interaction with other people and adaptation to different situations in the workplace. Unlike hard skills, soft skills include communication, empathy, leadership, teamwork, conflict resolution, creativity, and emotional intelligence. | (PT) Soft skills | Habilidades blandas |
| General | Source | The beginning, point of origin or cause of something. | Origem | Procedencia |
| Finance | Splitting | Detailed definition of all parts of a whole. | Desdobramento | Desglose |
| Human Resources | Spontaneous application | Process by which a candidate sends their CV to a company, even if there is no specific vacancy. | Candidatura espontânea | Solicitud espontánea |
| Human Resources | Staff | Corresponds to Annex A of the Single Report. | Quadro de Pessoal | Plantilla |
| Human Resources | Staff turnover | The rate at which employees enter and leave an organization over a given period. Turnover can occur for a variety of reasons, such as redundancies, promotions or internal transfers, and is often used as an indicator of stability and satisfaction in the workplace. | Rotatividade de pessoal | Rotación de personal |
| Finance | Stamp duty | Consumption tax applied only to acts not subject to VAT, and therefore not cumulative with it. It applies, for example, to leasing, consumer credit, share or public debt investments, free transfers of goods, real estate acquisition or donation, customs operations, social games, inheritance or donation of goods to individuals, document issuance, financial institution operations, and business transfers. | Imposto do Selo | Timbre |
| General | State | Set of circumstances in which one is and remains. | Estado | Situación |
| Legal | Statement | Type of document with Legal value that certifies certain information, such as the time of receipt of goods, payments or the amount of stock in inventory. | Declaração | Declaración |
| General | Statistics dashboard | A visual panel displaying key statistics and indicators relevant to the business. | Visualizador de estatísticas | Visor de estadísticas |
| Finance | Statutory Auditor | Reviews and audits the accounts of public and private companies and institutions. After careful investigation, they issue a legal certification of the company or an audit report on its financial situation, results of operations and cash flows. They perform their duties in accordance with the technical standards recognized by the Ordem dos Revisores de Contas. | Revisor Oficial de Contas | Auditor de Cuentas |
| Configurations | Stock Options | Configuration settings related to how stock items and inventory are managed within the system. | Opções de Stocks | Opciones de existencias |
| Logistics | Stock entry | Stock management movement which records an increase in warehouse inventory levels to reflect the entry of goods. | Entrada de stock | Entrada de existencias |
| Inventory | Stock failures | List of items under the minimum stock value specified for that item. | Falhas de stock | Fallas de existencias |
| Inventory | Stock surplus | List of items that exceed the maximum stock value specified for that item. | Excessos de stock | Excedente de existencias |
| Jasmin Application Module | Stocks | Area of the product where you can create, manage and configure the different attributes of items in stock, such as goods receipt values, shipping, item adjustments or stock transfers. | Stock | (ES) Stock |
| Production | Subcontracting | A contract that a company makes with another company, so that the latter performs part of the services for which the former was originally contracted. | Subcontratação | Subcontratación |
| General, Taxation | Subtype | Area of the product where you can manage the features related to the provision of products by the company, such as managing clients, orders, quotations or sales items. | Subtipo | (ES) Subtipo |
| General | Summary | Concise presentation of the general information of a specific operation. | Resumo | Resumen |
| Human Resources | Supplementary work | Work performed by the employee beyond their normal or contractual schedule, at the request of or with the consent of the employer. | Trabalho suplementar | Trabajo complementario |
| Invoicing | Supplier (party) / Vendor | A party supplying goods or services. A seller costumer party is different from a contractor since the latter is someone who generally adds value to products for delivery. | Fornecedor | Proveedor |
| Accounting, Invoicing | Supplier account balance | Liquidity management is the understanding, qualification and use of the company’s holdings in order to minimize operational and financial risks and provide elements that make it possible to understand what is available to place, invest or disburse. | Saldo da entidade de faturação | Saldo de la cuenta del proveedor |
| Accounting | Suppliers statement | Report of the transactions made with suppliers (debits or credits). | Extrato de fornecedores | Estado de cuenta de proveedores |
| SCM | Supply chain | A group of interdependent organizations that act together to control, manage and improve the flow of materials, products, services and information from their origin to their delivery point to the final consumer, in order to satisfy the latter’s needs at the lowest possible cost for all parties involved. | Cadeia de abastecimento | Cadena de suministro |
| Finance | Supply of external services | Organization expenses with third-party services such as electricity, fuel, office supplies, and similar operating costs, typically grouped under a specific accounting category. | Fornecimento de serviços externos (FSE) | Suministro de servicios externos |
| Finance | Surcharge | An extra value of tax charged on top of an existing tax (such as Personal Income Tax) to finance a specific government program; can be a percentage of a certain value or a flat rate that individuals are obliged to pay. | Sobretaxa | Cuota de recargo |
| Human Resources | Suspensions | Periods when a debt recovery process is not being executed. | Suspensões | Suspensiones |
| General, Technical | System | A type of value that is only used internally within the closed scope of the software. | Interno | Sistema |
| Configurations | TIN of the Certified Accountant | The Tax Identification Number of the certified accountant responsible for a company’s accounting and tax obligations. | NIF do Contabilista Certificado | NIF del contable |
| General | Tabulation | Data representation using columns or tables. | Tabulação | Tabulación |
| Human Resources | Talent Acquisition | The process of attracting, developing and retaining highly qualified professionals within an organization so as to maximize performance and achieve strategic objectives. | Aquisição de Talentos | Adquisición de talentos |
| Human Resources | Talent retention | A set of strategies and practices adopted by companies to keep the most qualified and valuable employees, with the aim of guaranteeing their long-term satisfaction and preventing them from leaving, thus minimizing turnover. | Retenção de talentos | Retención del talento |
| Accounting | Tangible Assets | A tangible asset is an asset that has a finite monetary value and usually a physical form. Tangible assets can typically always be transacted for some monetary value though the liquidity of different markets will vary. Tangible assets are the opposite of intangible assets which have a theorized value rather than a transactional exchange value. | Ativos fixos tangíveis | Activos tangibles |
| Finance | Tax Authority | The Tax and Customs Authority (AT) is a Ministry of Finance body responsible for administering taxes, customs duties and other charges in Portugal, as well as controlling the external border of the European Union and the national customs territory. Its functional equivalent in Spain is Agencia Tributaria. | Autoridade Tributária | Agencia Tributaria |
| Taxation | Tax ID | Unique code assigned by a country’s tax authority to establish an entity’s fiscal identification and responsibilities. | NIF | NIF/CIF |
| Finance | Tax Office | Four-digit tax office code that identifies the tax office of the tax residence. | Repartição de Finanças | Oficina de impuestos |
| Human Resources | Tax and official declarations | Tax and official declarations are all documents of an official nature, whose submission is legally obligatory with a certain periodicity. | Declarações fiscais e oficiais | Declaraciones fiscales y oficiales |
| Human Resources | Tax area | Region of the country, which may encompass different values for the calculation of duties and taxes. | Local fiscal | Área fiscal |
| Taxation | Tax class | Identification of the type of tax, for example, Value Added Tax (VAT) or Stamp Tax. | Classe de imposto | Clase impositiva |
| Technical, Taxation | Tax code | Code that identifies the type of tax applied. | Código do imposto | Código impositivo |
| Finance | Tax entity | Refers to the taxpayer when they are a company’s customer or supplier. | Entidade fiscal | Declarado |
| Taxation, Accounting | Tax posting | In the documents in which tax is eligible, the recording of such transactions automatically trigger a movement in the taxes area. | Lançamento de imposto | Asiento de impuestos |
| Taxation | Tax regional area | A geographical or administrative region within a country where specific tax rules or rates apply. | Zona fiscal | (ES) Zona fiscal |
| Taxation | Tax reimbursment | Request for refund of money paid by a company regarding taxes (VAT) if the tax settlement has determined that tax money is owed to the company. | Reembolso de impostos | Devolución de impuestos |
| Human Resources | Tax residence | The workers’ place of residence for the purposes of determining their tax rights and obligations. | Domicílio fiscal | Residencia fiscal |
| Taxation | Tax schema | The tax schema identifies the group of taxes a party is liable for. This group usually depends on the company situation or the head office location. | Regime de impostos | Régimen de tributación |
| Taxation | Tax sub class | Specific subcategory of a tax whose payment is required by the state. | Subclasse de imposto | Subclase impositiva |
| Taxation | Tax value adjustment | Manual adjustment made when the tax value calculated by the system on an invoice differs from the VAT summary shown on the supplier’s invoice, typically due to different rounding methods. | Acerto de valor | Ajuste de valor fiscal |
| Finance, Taxation, Human Resources | Taxable amount | The amount of income or revenue subject to tax, calculated by subtracting applicable discounts and allowance charges from the gross value. Also used as the base amount for calculating specific taxes. | Incidência | Base imponible |
| Jasmin Application Module | Taxes | Area of the product where you can generate or view statements for Legal purposes regarding inventory levels, the transportation of products, payments or tax withholdings. | Impostos | Impuestos |
| Finance | Taxpayer | Individual identified by the Tax Identification Number (“TIN”) of a tax liability, i.e. the person who is required by law to make payments to the tax authority. | Contribuinte | Contribuyente |
| SCM | Telematic presentation | Technology that allows remote communication between computer services via telecommunications networks. | Apresentação telemática | Presentación telemática |
| Human Resources | Temporary employment contract / employment contract for an indefinite period for temporary assignment | An employment contract between a temporary employment agency and a worker, who undertakes to temporarily work for a third party, while remaining bound to the former, and the latter is responsible for paying the wages. | Contrato de trabalho temporário/Contrato de trabalho por tempo indeterminado para cedência temporária | Contrato de trabajo temporal/contrato de trabajo por tiempo indefinido para cesión temporal. |
| Human Resources | Termination during the probationary period | Form of cessation of the employment contract on the initiative of the employee or employer within the trial period. | Denúncia durante o período experimental | Rescisión durante el periodo de prueba |
| Human Resources | Termination of employment contract | Form of cessation of the employment contract on the employee’s initiative, regardless of just cause, with prior notice. | Denúncia do contrato de trabalho | Rescisión del contrato de trabajo |
| Human Resources | Time bank | A system that allows overtime worked to be accumulated for future compensation of the employee in equivalent rest periods, instead of immediate payment. | Banco de horas | Bolsa de horas |
| Human Resources | Time schedule(s) | Report of the hours on which an employee carries out his professional activities for an employer. | Horário/horários | Horario(s) |
| Banking System | To Currency | Money unit (currency) that establishes the target unit into which the calculation of a currency exchange will be done. | Moeda de destino | Moneda de destino |
| Production | Tools | Tools or utensils used to carry out a certain goal. | Ferramentas | Utillaje |
| Human Resources | Training | Type of non-productive professional activity related to the increase and improvement of the employee’s professional skills. | Formação | Formación |
| General | Transfer | The movement of goods, funds, or information from one location, account, or entity to another. | Transferência | Traslado |
| Logistics | Transport | The action by which a service or item covered by a contract or order is dispatched and received by the order holder. | Transporte | (ES) Transporte |
| Finance | Treasury | The department or function responsible for managing an organization’s cash flow, bank accounts, and financial liquidity. | Tesouraria | Tesorería |
| Finance | Trial balance | Financial instrument used to visualize the total debits and credits of the accounts, together with the balances of each of them (either debit or credit). In this way, a basic financial summary of the company or organization can be established. | Balancete | Balance (de sumas y saldos) |
| Finance | Trial balance annex | An integral part of the trial balance with additional information, such as the state of activities and their projection, reasons for changes in assets and liabilities, explanation of extraordinary expenses and gains, reasons for constituting reserves, etc. | Anexo contabilístico | Memoria contable |
| General | Type | A classification or category used to group items, documents, or records that share common characteristics or behavior within the system. | Tipo | (ES) Tipo |
| Configurations | Type of Company | The legal or organizational classification of a company (e.g., sole proprietorship, corporation). | Tipo de Sociedade | Tipo de sociedad |
| Configurations | Type of Statement | The classification of a statement according to its purpose or content. | Tipo de Declaração | Tipo de declaración |
| Configurations | Type of Use | The classification of an item, asset, or resource according to how it is intended to be used. | Tipo de Utilização | Tipo de uso |
| Human Resources | Union | An organization of workers from a given sector, established to defend their interests before employers and public authorities. | Sindicato | (ES) Sindicato |
| Invoicing | Unit cost | The costs a company has incurred to produce, store and sell a unit of a specific item. The unit costs include all fixed costs (that is, facilities and equipment) and all variable costs (labor, goods, etc.) involved in the production. | Custo unitário | Coste unitario |
| Invoicing | Unit price | The prices of goods based on the cost per unit of measure. | Preço unitário | Precio unitario |
| Human Resources | Unjustified delay | Situation in which the worker is late for work without justification. If the delay is more than sixty minutes and for the start of the working day, the employer may not accept the provision of work for the entire normal working period. If the delay is more than thirty minutes, the employer may not accept the provision of work during that part of the normal working period. | Atraso injustificado | Retraso injustificado |
| Logistics | Unloading | Unloading from a freight. | Descarga | (ES) Descarga |
| Logistics | Unloading point | The unloading point represents an address the parties agreed on as the destination of the selected items. | Local de descarga | Punto de descarga |
| Human Resources | Unpaid leave | It is a leave that allows the worker to enjoy a period of time away from their workplace and not working without losing their employment relationship. However, it implies the suspension of the employment contract, suspending the rights, duties and guarantees that presuppose the actual provision of work. | Licença sem retribuição | Permiso no retribuido |
| Configurations | User Data | Basic identifying information about a system user, such as name, email, and access level. | Dados do Utilizador | Datos del usuario |
| Configurations | User Email | The email address associated with a system user’s account. | Email do Utilizador | Correo electrónico del usuario |
| General | Utility dashboard | Dashboard which provides access to a variety of useful tools. | Painel de utilitários | Panel de utilidades |
| Configurations | VAT Exemption Scheme | A tax regime under which certain transactions or taxpayers are exempt from charging VAT. | Regime de Isenção de IVA | Régimen de exención del IVA |
| Configurations | VAT Framework | The set of rules and rates applicable to VAT for a given transaction, region, or entity. | Enquadramento em IVA | Marco del IVA |
| Finance | VAT nature | Different types of VAT submission. | Natureza do IVA | (ES) Tipo de IVA |
| Finance | VAT type | The classification of a VAT rate or regime applicable to a transaction. | Tipo de IVA | Tipo impositivo |
| Taxation | VIES | VAT Information Exchange System, an EU electronic system used to verify VAT numbers and validate intra-community transactions. | (PT) VIES | VIES (Sistema de Intercambio de Información sobre el IVA) |
| Human Resources | Vacation | Vacation corresponds to the period of the employment contract in which the worker does not perform the activity contracted with the employer, but during which he/she retains the right to remuneration after having acquired the right to it. The purpose of vacation is to provide workers with mental and physical recovery, as well as social interaction and leisure time. | Férias | Vacaciones |
| Human Resources | Vacation allowance | Amount equal to the employee’s base monthly income, which must be additionally paid to help support costs related to the employee’s holidays. | Subsídio de férias | Prima de vacaciones |
| Configurations | Validate SS Credentials | Action of confirming that a company’s Social Security access credentials are correct and active. | Validar Credenciais SS | Validar credenciales SS |
| Configurations | Validate TIN | Action of confirming that a Tax Identification Number is valid and correctly registered. | Validar NIF | (ES) Validar NIF |
| Finance | Value | A numeric or monetary amount assigned to an item, transaction, or record, used for calculation, reporting, or reference purposes. | Valor | Cuota |
| Technical | Vehicle plate | A vehicle registration plate is a metal or plastic plate attached to a motor vehicle or trailer for official identification purposes. The registration identifier is a numeric or alphanumeric code that uniquely identifies the vehicle within the issuing region’s database. | Matrícula | Matrícula del vehículo |
| Finance | Verifiable VAT | Tax that is paid for goods and services to suppliers, applied to invoices received and through which authorized deductions are carried out. | IVA comprovável | IVA acreditable |
| Logistics | Vertical storage | Model for organizing and storing goods using a high palletizing system, allowing the shortening of the logistic chain, increasing storage capacity, and speeding up the preparation of deliveries thanks to the time savings and ergonomics resulting from state-of-the-art lifting systems. | Armazenamento vertical | Almacenamiento vertical |
| Human Resources | Very short-term contract | Employment contract in seasonal agricultural activity or for a tourist event lasting no more than 15 days. | Contrato de muito curta duração | Contrato de muy corta duración |
| Technical | View | Action of displaying information on screen without necessarily allowing changes to be made to it. | Vista | (ES) Vista |
| Banking System | Void | Voiding a means of payment “deactivates” the document so that it can no longer be used. | Anulação | Anulación |
| Logistics | WMS | Warehouse Management System, software used to control and optimize warehouse operations such as stock, picking, and storage. | (PT) WMS | WMS (Sistema de Gestión de Almacenes) |
| Logistics | Warehouse | A warehouse is a building/place/field for storage of goods. | Armazém | Almacén |
| SCM | Waybill | Legal tax document for transport from the production unit to the port and is addressed to the customs agency and required by the fiscal entity. | Guia de despacho | Guía de despacho |
| Accounting | Withholding party | It represents the entity that was subject to withholding. For example, in an invoice issued for a supplier subject to withholding, the withheld party is the supplier itself. In the case of an invoice issued for a customer, the withheld party is the company itself. | Entidade retida | Parte retenedora |
| Taxation | Withholding tax / WHT | Tax deducted at the beginning of the payment flow in some countries, and paid to the tax authorities on behalf of the person / company subject to that tax. | Retenção | Retención en origen |
| Technical, Taxation | Withholding tax code | The calculation base and the net value are set in the withheld tax code. You can set any number of withheld tax codes required for each type of withheld tax. | Código da taxa de retenção | Código de retención en origen |
| Human Resources | Work Compensation Fund (WCF) | It is an individual capitalization fund, which aims to guarantee the payment of up to half of the amount of compensation due on cessation of the employment contract and which responds up to the limit of the amounts handed over by the employer and any positive appreciation. | Fundo de Compensação do Trabalho (FCT) | Fondo de Compensación Laboral |
| Human Resources | Work Compensation Guarantee Fund (WCGF) | It is a mutual fund that aims to guarantee the amount needed to cover half of the compensation due on cessation of the employment contract, minus the amount already paid by the employer to the employee. | Fundo de Garantia de Compensação do Trabalho (FGCT) | Fondo de Garantía de Compensación Laboral |
| Production / SCM | Work log | Form used to organize work and control the activities carried out by employees, as well as the time dedicated to each activity. | Picagem | Parte de trabajo |
| Production | Work order | A work order (WO) is a digital or paper document that describes a maintenance task and provides all the necessary information – such as location, skill requirements, tools needed – to carry it out. | Ordem de trabalho | Orden de trabajo |
| Human Resources | Work-life balance | An individual’s ability to effectively manage their professional and personal responsibilities, ensuring that both areas receive the necessary attention without jeopardizing well-being, mental health or productivity. This balance is favored by organizational practices such as flexible working hours, remote working and family and health support policies. | Equilíbrio entre a vida pessoal e profissional | Conciliación de la vida personal y profesional |
| Human Resources | Workaholic | A person who devotes themselves excessively to work, often to the detriment of their personal life, health, or social relationships. | (PT) Workaholic | Adicto al trabajo |
| Human Resources | Working days | The days when professional activity is exercised under the labor laws in force (some common exceptions are weekends, holidays and days off). | Dias úteis | Días hábiles |
| Human Resources | Working hours | This involves determining the start and end times of the normal daily working period and the rest break, as well as the weekly rest period. | Horário de trabalho | Horario de trabajo |
| Human Resources | Workplace | Establishment or location where employees perform their professional activities. | Local de trabalho | Lugar de trabajo |
| General | Workspace | Thematic environments in which the user can access various product windows related to the same theme, allowing them to carry out operations and view data. | Área de trabalho | Escritorio |
| Human Resources | Workweek (Hours) | Weekly number of working hours that employees are obliged to perform as specified in their employment contract. | Carga horária semanal | Semana laborable (Horas) |
| Accounting | Year over year variance | The difference between values recorded from one year to the next. | Variação anual | Variación interanual |
| Invoicing, Data Analysis | Yearly purchases analysis | Report that summarizes the company’s purchases, grouped by entity/year. It includes information such as the amount paid, the days payables outstanding and taxes amounts for these purchases. | Análise de compras anual | Análisis de compras anuales |
| Invoicing, Data Analysis | Yearly sales analysis | Report that summarizes the company’s sales, grouped by entity/year. This includes information such as the amount paid, the taxes amounts, margin and days sales outstanding for these purchases. | Análise de vendas anual | Análisis de ventas anuales |
| General | Yes/No | A binary field or value that can only be set to one of two options: affirmative or negative. | Sim/Não | Sí/No |