Master data

The record of MNB and ECB base rate quotations that default interest is calculated from. Manual entry and download from the centra…

The stored list of the MNB daily exchange rates. Check which rates are available and fetch a missing period by hand if needed.

Create cash registers per client company with currency and ledger account. Every cash voucher belongs to a cash register recorded …

Set up invoice number series per client company: prefix, suffix, separator, sequence width and year. The system issues the next in…

The national working day calendar: which days are working days and which are rest days. The system moves payment deadlines to the …

Configure the quick range buttons of the filter panels: which buttons appear, in what order and which period they select.

The master of every assignable function: classification, list price, discount, usage limit, websites and visibility. For operators…

The shared master of materials and fees with code, unit, net unit price and VAT rate. Contract lines are chosen from here.

Multilingual labels grouped into dimensions, with colour, icon, parent label and related values. Used to group documents, properti…

The person master: name, e-mail addresses, phone numbers, company links, login and partner flag. Partner and contract persons come…

The phone number master: every number exists once in a uniform format, with operator, linked to persons and companies with a role.

The property master: name, identifier, address, owner company, operating client and the value used to match cost invoices. Contrac…

Add an SMS gateway per client company: choose the provider, enter connection details, set the default gateway, test the connection…

The legacy list of folders coming from the Drive sync. Suitable for viewing only; its delete button does not delete folders, so do…

How to add, split into fields, correct, deactivate or delete addresses in the shared address master used by partners.

How to add analytic dimensions (for example cost centre or project) and their codes with a validity period, by which invoice lines…

Room types define how the net usable area and the number of rooms, half rooms, bathrooms and toilets are calculated from a propert…

How to add a bank account in one standard form, identify the bank, assign the account to partners and recalculate its balance.

How to set which provider and model an AI task (for example e-mail classification, company recognition, account coding) uses, with…

How to see when, for which task, with which model and at what cost the AI was called, how to find failed calls, and how to delete …

How to add a Google or Microsoft 365 account for storage and mail connections, authorise access, and disconnect it.