Company

General Information

On the company card you can make general settings for your company. If need to have several companies in the same system, you can also create several company cards. You can find the company card on the tabe Administration - Settings, then select the Company menu.

NOTE! You need to be a system administrator to make changes in the settings of the company card.

The information entered on the company card affects the company information shown on your invoices. This is also where you connect the system with external systems to be able to use the "Milient Autofaktura" function, for example.

Settings

The company settings consists of three tabs: Company, Users and Payment information (bank accounts). The parts you need to fill in vary slightly depending on the functions you use/have integrated. But there is also basic information always required. These fields are marked with an asterisk. In the respective chapter in this user guide for the various functions, such as "Milient Autofaktura", you will find which other fields require information for everything to work correctly. However, it is advantageous to fill in as much as possible. This will make it easier to prepare for any additional functions that may be added in the future.

Read more about the content of each tab of the Company card below.

Company

Company Information

Basic information:

• Company name

• Company no.

• Organisational No.

• VAT No.

• GLN

• E-mail

• Phone

• Post Box

• Department

• Street address

• Zip Code

• City

• Country

• Website

Important when using "Autofaktura":

• Country

• Accounts (see Payment information)

• Email invoice sender

Company Logo

Here you upload the logo to be displayed on the invoices and reports in the system, it needs to be in SVG image format. When the added logo is displayed with an image, you can quickly see which one is used. If you want to remove an added image, click on the trash can.

Integrations

Here you activate the integrations you want to use.

Select the integration in the drop-down list. Depending on which integration you activate, the step after this varies. Follow the instructions in the dialog that appears for the particular integration you want to activate.

Settings of integrations are often made together with a business consultant at Milient Software.

Invoice print/transport systems

Here you set up the invoice printing for the different invoicing methods. The selections you have depend on which integrations you have chosen to activate.

Invoicing method is set to each customer in the customer register (Administration - Project - Customer).

Users

Here you can select the users that belong to the company. This is particularly useful if you have a payroll integration, for example. If you have several companies, it can also be used to clarify which users belong to which company. A user can only belong to one company.

You move users by selecting them and using the arrows. It is also possible to grab users and drag them between the boxes.

When you have several companies in the same database you can also select company on a user from the user card (you reach the user card from the tab Administration - User - Users).

Payment information (bank accounts)

This tab is used to add payment information to be displayed on invoices. This is particularly important when invoicing with our function "Autofaktura". Payment information includes the account numbers the customer can pay to and the payment reference (OCR number) the customer should enter to identify the payment. You can have multiple payment information sets and for each customer (on the customer card) choose how that customer should pay, for example if "factoring" is used for some customers but not all customers.

Click on Create payment information to get started. The first one becomes the default selection and cannot be deleted. The fields available for each payment information added are:

• Name - The name will help you to select the right payment information - if you have more than one.

• Payee name (in case of factoring) - Included in e-invoices to indicate that the payment will be transferred to another or recipient (factoring).

• OCR checksum: Select whether check digits should be added when creating OCR numbers from the invoice number. The option "Checksum only" is unusual, but the possibility exists.

• OCR prefix: A fixed prefix can be added before the invoice number.

• OCR suffix: A fixed suffix can be added after the invoice number.

• Accounts - Read more in the next section

Don't forget to save when you're done. NOTE! You must have at least one account.

Accounts

To add an account number, click on Add account or Add Plusgiro or Add Bankgiro. With the latter options, some fields are pre-filled to make it easier. If you need to edit an account you have added, click on the field you want to adjust. If you want to remove an account, click on the red cross at the far right of the row.

The rows in this table can represent different accounts or different account numbers identifying the same account. For e-invoicing, all account numbers are included in the selected payment information. When using traditional PDF or paper invoices, the way the account numbers are presented depends on the invoice report configuration.

Explanation of account number types

• IBAN: International Bank Account Number

• BBAN: Basic Bank Account Number. A common bank account number. Mainly used for PlusGiro accounts.

• Domestic account: A number that is an “alias” for a regular account number. Used for bankgiro numbers in Sweden.