Changing Your Own Company Data

Important:
Company settings can only be changed by users with the required administrator permissions.

Changing Company Address, Contact Details, Tax Number and VAT ID

Use this section to change general company information such as your company name, address, phone number, email address, website, tax number, VAT ID, and contact person.

1. Go to Contacts > Debtor Company.
2. In the table at the top, select your own company.
3. The company details are displayed in the form below.
4. Open the General Info tab.
5. Change the required company data, such as company name, address, contact details, website, VAT ID, tax number, or contact person.
6. Click Save in the toolbar.

The changed company data is then stored in Logistiqo.

Changing Entity Settings

Some company-wide settings are maintained under the entity settings. These include, for example, commercial register information, default values, document and invoice settings, interface settings, app login settings, units, time zone, and other system-wide options.

1. Go to Settings > Entity > Entity.
2. Select your entity from the table at the top.
3. Change the required information or activate/deactivate the relevant options in the form below.
4. Click Save in the toolbar.

Note:
Only change these settings if you are sure they are required for your company setup. Some options can affect documents, invoices, interfaces, app login, or other system-wide behavior.

Adding Your Own Bank Details for PDF Printouts

You can maintain your company bank details in Logistiqo so that they appear on PDF documents such as invoices, reminders, or other accounting-related printouts.

1. Go to Settings > Entity > Bank | Bank Accounts.
2. Select an existing bank from the table at the top or click New to create a new one.
3. Enter the required bank details, such as bank name, routing code, Swift/BIC, city, account number, and IBAN.
4. In the Bank Accounts section, activate Printout for the bank account that should appear on PDF documents.
5. Click Save in the toolbar.

Important:
Only bank accounts with Printout activated are shown on PDF documents. If Printout is not selected, the bank account is saved in Logistiqo but will not appear on the corresponding printouts.

Adding a Factoring Bank

If you work with a factoring provider, you can mark a bank as a factoring bank and add the corresponding factoring text for invoices.

1. Go to Settings > Entity > Bank | Bank Accounts.
2. Create a new bank or select an existing bank from the table at the top.
3. Activate Factoring and enter the required Factoring Text.
4. Add or check the related bank account and activate Printout if it should appear on the relevant PDF documents.
5. Click Save in the toolbar.

Changing the Managing Director

The managing director is maintained via the employee record. This information can be used on relevant forms and printouts, like the invoice.

1. Go to Employee > Employee.
2. Select the employee who is currently assigned as managing director.
3. Change the value in the Position field to another position.
4. Click Save.
5. Select the employee who should be assigned as the new managing director.
6. In the Position field, select Managing Director.
7. Click Save.

The new managing director will then be used on the relevant forms and printouts.