Set the firm's details and rules

Under «Organization» you find the details printed on documents and the rules that apply to the whole firm: logo, payee, reminder fees, AI features, uploads, four-eyes principle and data protection.

1. 1

   Under «General details», complete the firm name, address and default language, and under «Logo» upload your logo with «Upload logo» (PNG, JPEG, WebP or SVG, at most 2 MB; an SVG is stored as PNG) for invoices and handover reports.

2. 2

   Under «Payment details (QR bill)», enter the payee. The account tenants pay into is chosen by each accounting book from the bank accounts.

3. 3

   Under «Payment reminders», set the basis for reminder fees and the maximum, and under «Automatic reminders» choose whether reminders are made by hand, with approval or automatically by e-mail.

4. 4

   Under «AI features», switch AI off entirely («AI features active») or, with «Replace personal data before AI calls», send names, addresses, phone numbers and e-mails to the model only as placeholders. IBANs and AHV numbers never reach the model in full, with or without this setting.

5. 5

   Under «Uploads and photos», set the largest file, the allowed documents and whether photos are shrunk, and save with «Save upload settings». Save the other details with «Save».