Getting started

Configure your company

Enter the information that appears on your documents and drives calculations, such as IBAN, VAT, currency and rounding.

Company settings are found in Settings → Company. They automatically feed your invoices, VAT returns and exports.

Identity and contact details

  • Legal name and full address (street, number, postcode, city, country).
  • IDE / UID number (format CHE-123.456.789), shown on your documents.

Company logo

Upload your company logo (PNG or JPG, 2 MB max). It appears in the invoice and quote emails sent to your customers, and as the avatar in the company switcher.

Bank details

  • QR-IBAN, used to generate the QR invoice you give to your customers.
  • IBAN, account used for your receipts and automatic sorting of your transactions.

VAT

  • VAT registration, to indicate whether your company is subject to VAT.
  • Method, effective (actual VAT) or TDFN (net tax debt rate).
If you are not registered for VAT, VAT fields and columns are hidden throughout the application (invoices, quotes, expenses, catalogue…). Only total amounts are shown and exported on your documents.

Currency and rounding

The default currency is CHF, but many currencies are supported (EUR, USD, GBP…). Swiss rounding to 0.05 CHF is applied automatically to amounts.

Document numbering

Each document type (invoice, quote, receipt) has its own automatic numbering, incremented per company. You can also enable automatic posting of issued documents.

Enter your QR-IBAN or standard IBAN before issuing your first invoice. In both cases, the generated invoice includes a QR code your customers can scan.

Reset the company

The “Reset company” button (owners only) permanently erases the business data of the domains you tick (invoices and quotes, expenses, accounting, bank, VAT, customers, suppliers, articles, projects, dashboards, integrations or AI insights). Your settings, members and licenses are always kept, and resetting accounting recreates the default chart of accounts and VAT codes.

Irreversible action. Nothing is ticked by default, you must select at least one domain and re-type the exact company name to confirm.
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