getting started
Basic setup
To get started follow these few steps:
- Click the settings icon next to your name in the upper left corner of the system, select Company data from menu and fill in the company data:
- click the pencil icon (edit) at the top of the page:
- verify correctness of the data filled in during the registration
- in the bookmark "logo/photo" add a file with your company's logo
- in the bookmark "bank accounts" add your company's bank accounts
- click the pencil icon (edit) at the top of the page:
- Click the settings icon next to your name in the upper left corner of the system, select Transports from the menu and define transport's settings:
- in the bookmark terms:
- click the + icon
- in the form choose relation from/to, name and define the contents
- click the checkbox active
- click the save button
- in the bookmark basic in the section to subcontractor/from client:
- choose default currency, due days and terms for created documents
- click the "save" button
- in the bookmark terms: