WORKFLOW GUIDE

Setting up your company

Company details and accounting settings provide context for invoices, entries and reports.

Essential steps

  1. 01

    Enter the company tax identifier and check the retrieved details.

  2. 02

    Review the address, tax setup, currency and working period with your accountant.

  3. 03

    Add bank accounts and document numbering series.

Check before moving on

Work in the correct company and period. Review source documents, amounts and access permissions before posting or submitting.

Getting started