Administration

Company, branches, users, permissions and numbering.

1. Configure your company and branchEnter your branch's legal identity, currency, bank details, time zone, document language and VAT regime.
2. Manage users and their rolesAdd a user to your branch, change their role, reset their password, and deactivate or remove an account.
3. Adjust permissions with profilesCreate permission profiles for the company and add or remove permissions for a specific user.
4. Number your documentsChoose the prefix and format of document numbers, set the first number with the wizard, and understand how invoices and credit notes are locked.