Gestoría client: what is missing
gestoria_revision_mandanteFor a gestoría account: what is missing or does not add up formally in ONE accepted client's period: expenses without a receipt, draft invoices, suppliers without NIF above the Modelo 347 threshold, invoices without a Veri*factu record, a recurring receipt that did not arrive this quarter. Same source as the REVISION.txt in the bulk export and the quarter-close reminders. Each point is a QUESTION to put to the client, never a tax assessment or an instruction.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| year | No | ||
| link_id | Yes | The id from gestoria_listar_mandantes, not the tenant_id | |
| quarter | No | 1-4; omit for the whole year |