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Úvod Support Expense management Accountant First accounting setup Company settings

Company settings

Fidoo account settings

  1. Section SettingsCompanyFidoo account.
  2. In the Generate automatic statements box, click Change settings.
    Generating statements
  3. Click on
    Options switch
    to turn on the settings option.
  4. Select the format, frequency and method of sending and Confirm.

Setting up invoice sending

  1. Section
    Settings – Company – Billing
  2. Click to activate/deactivate sending invoices by e-mail
  3. Select who will receive the invoice by email by ticking the key role, selecting a user or entering an address and Save your changes.

Setting up personal billing

  1. Section Settings – Company – Personal billing.
  2. Select the frequency of personal billing and Save.

Setting up personal billing

Statements will be sent to you according to the method you have chosen and will also be saved in the application in the Corporate FinanceFidoo AccountStatements tab.