How do I set my company data?

  Frequent Questions

Click on the Company option in the main menu, and then click on the  My companies option in the submenu. Your default company is already created with some initial test data.

You can also introduce a new company in the list using the Add button.

To update/change the details for a company, click on the green pencil icon (). Modify/insert the information you need, then scroll to the bottom of the page and click the Ok button to save all the changes.

If you have problems understanding the role/meaning of a field, just place the mouse on the help icon () next to it.

The most important fields you need to fill-in are:

  1. Name of the company
  2. VAT percentage (0 if you do not have Value Added Tax in your country)
  3. Currency
  4. Default country

Click the OK button at the bottom of the page to save the changes.