How to add a CAE

You can add multiple CAE codes to your company if you sell goods or provide services in different areas.

The CAE (Portuguese economic activity classification code) identifies your company's activity on the documents you issue. In Moloni ON, you add CAE codes in Settings > Other settings > CAE, and you can have several if you sell goods or provide services in different areas. You can also choose which one is set as the default.

Follow these steps:

1. In the Client Area, go to the Settings menu, select Other settings and click on CAE.

Moloni ON side menu with Settings open and the CAE option inside Other settings

2. Click the Create button.

Moloni ON CAE screen with the Create button highlighted in the top right corner

3. Fill in the requested details such as the Name and the Code.

Moloni ON CAE creation form with the Name and Code fields filled in

4. Optionally, you can activate the Default option.

Moloni ON CAE creation form with the Default switch turned on

Note:

By selecting this option, this code will be assigned by default whenever you create a document. If you have a CAE code associated with a document set, that code takes priority over the default assigned CAE.

5. Click the Save button.

Moloni ON CAE creation form with the Save button highlighted in the top right corner

The CAE code has been successfully added.