USER GUIDE
User Guide
Getting Started / Company setup
Company setup
Adding your first company
After registration, the system will not let you proceed until you create at least one company. You need to go through a three-step wizard to enter the company's basic details.
Creating a company — 3 steps
1
After registration/login, the system automatically redirects you to the company creation wizard.
2
Step 1 — Tax number: Enter the company tax number (format: 12345678-2-34), then click the Next step button. The system automatically parses the tax number (tax ID, VAT subject, county code) and queries the company data from the NAV Online Invoice system.
3
Step 2 — Company data: The data retrieved from NAV (company name, headquarters address) appears automatically. Review and adjust if needed, then click the Next step button.
4
Step 3 — Contact: Enter the contact person's name, phone number, email address and the invoice email address. Invoices issued by the system will be sent to the invoice email — this can differ per company.
5
Click the Submit button to create the company.
Multi-company management
You can manage multiple companies from a single account. Click your company name in the left sidebar to open a dropdown menu showing all your companies. Click any company to switch, or click the + (plus) button to register a new company. Each company's data is kept fully separate.
Inviting users
Additional users can only be invited after the company has been created. Read more about invitations and permissions in the System > Users section.
