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Getting Started

Set Up Your Company

Configure the legal identity and operational defaults used by documents, taxes, PDFs, and eFaktura.

Only owners and administrators can change company settings. Open Settings → Company and complete the legal profile before publishing documents.

Company settings
Prospect company settings with legal identity and contact fields
Company data is reused in PDFs, exports, and eFaktura validation.

Required review

  • Legal and display name, street, number, municipality, city, postal code, and country
  • EDB and, when applicable, EMBS
  • Contact email, phone, website, and company logo
  • Default currency and locale profile
  • Invoice delivery mode and stock-reservation behavior

Save the profile, then configure Defaults for the usual warehouse, tax rate, currency, and document settings. Changing a default affects future entries; published documents retain their recorded values.

For eFaktura, the legal name and EDB must identify the same registered entity. Use the guided readiness screen under Settings → eFaktura before enabling live operations.

Next: Document numbering and Company defaults and workflows.

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