Basic Settings
Company
Configure your company profile, notifications, invoice defaults, mail wizard, AI agent, and more
Navigate to Settings → Company to manage your organisation's core configuration.
Company Profile
| Field | Description |
|---|---|
| Company Name | Legal name of the organisation |
| Registration Number (IČO) | Business registration identifier |
| Tax ID (DIČ) | Tax identification number |
| VAT Payer | Whether the company is registered for VAT |
| VAT ID (IČ DPH) | VAT registration number (required if VAT Payer is enabled) |
| Billing Address | Registered address (street, city, ZIP code, country) used on invoices |
| IBAN | Bank account number for outgoing payments |
| SWIFT | Bank identifier code |
| Notification Language | Language used for system-generated email notifications |
| Notification Email | Default email address for system notifications |
Click Save after making changes.
Issued Invoice Defaults
Configure default text fields pre-filled when creating outgoing invoices:
| Field | Description |
|---|---|
| Additional Line | Additional info line printed on invoices |
| Constant Number | Default constant symbol (max 4 characters) |
| Initial Text | Text appearing at the top of the invoice |
| Final Text | Text appearing at the bottom of the invoice |
Document and Approval Settings
| Setting | Description |
|---|---|
| Allowed Document Types | Restrict which document types can be used in the company |
| Allowed Approval Types | Which approval types users can select when editing documents |
| Show All Approval Lines | Display all available approval lines when selecting a workflow |
| Approval Line Selection | Allow manual selection of the approval line during document processing |
| Mandatory Invoice Data | Require all invoice fields to be filled before processing |
| Mandatory Accounting Number | Require an accounting number before a document can progress |
| Use Total Price for Check | Use total price (incl. VAT) instead of base price for budget checks |
| Hide System Internal Number | Hide the system-generated internal number from the UI |
| Hide Invoice Items | Hide item-level detail on incoming invoices |
| Show Additional Invoicing Fields | Show extra fields on the invoice form |
| Show VAT Conversion | Display VAT conversion details on documents |
Order Settings
| Setting | Description |
|---|---|
| Default Order Subject Text | Pre-filled subject text for new orders (supports multiple languages) |
| Default Order Note Text | Pre-filled note text for new orders (supports multiple languages) |
| Send Order After Approval | Automatically send the order to the supplier after full approval |
Other Features
| Setting | Description |
|---|---|
| Enable Business Cases | Activate the Business Cases module |
| Auto OCR | Automatically run OCR on uploaded documents |
| Default Document Type | Default document type applied when OCR is active |
| Automatic Attachment Grouping | Automatically group attachments by type |
| Car Assignment | Enable vehicle assignment on documents |
| Invoicing Supported | Enable outgoing invoice creation |
| Billing Mandatory | Require billing information on every document |
| Send To-Be-Processed Notification | Notify users when a document enters the processing queue |
Logo
Upload your company logo to be printed on generated PDFs (orders, invoices, etc.):
- In the Logo section, click Upload.
- Select an image file.
- Click Save.
Signature
Configure the signature printed on generated PDF documents:
- In the Signature section, select the signature type:
- Default — use the system default signature
- None — no signature printed
- Own — upload a custom signature image
- If Own is selected, upload the signature image file.
- Click Save.
Mail Wizard (SMTP)
Configure an external SMTP server to send system emails through your own mail server:
- In the Mail Wizard section, enable the toggle.
- Fill in the SMTP Host, Port, Username, and Password.
- Click Save.
When disabled, the system uses the default built-in mail service.
Issued Documents Auto-Export
Automatically export issued invoices by email on a scheduled basis:
- In the Issued Docs Auto-Export section, choose a status:
- Disabled — no automatic export
- Last Day of Month — export on the last day of each month
- Nth Day of Month — export on a specific day each month
- If a day-based option is selected, enter the day number (1–28).
- Enter the email address(es) to receive the export (comma-separated).
- Click Save.
AI Agent
Configure the AI-assisted document processing agent:
- In the AI Agent section, enable the toggle.
- Select the AI Agent Mode:
- Manual — AI suggestions must be manually accepted
- Per Supplier — AI mode is configured individually per supplier
- Automatic — AI automatically fills in document data
- Click Save.
Switching Between Companies
If your account has access to multiple companies, click your company name in the top navigation bar and select the target company from the dropdown. See Switching the Active Company for details.