Configuration

Company data

Keep your fiscal data, logo, currency and country up to date. This information appears on printed documents.

Fiscal year

Open the fiscal year and close it when the annual accounts are complete. Do not create entries outside the active year.

Numbering series

Each document type has its own series. Maintain unique and sequential numbering to avoid duplicates.

Users and roles

Create users and assign roles to control who can view, create or delete records. Changes are logged in the audit log.