Company settings for company-wide formatting, logos, and configuration settings.
Company details
In this section, you can see the company's basic information such as company name, vat number, address, and phone number. Click a row or menu to add or edit information. Information is automatically saved.
Bank accounts
Bank accounts are displayed on invoices so the customer can make payments. Bank account information includes the bank's name, account number (IBAN), and BIC/SWIFT code. You can add multiple bank account details, and they will all be displayed on the invoice for payment purposes.
You can define bank accounts for business units if several companies (business units) are using the same Severa environment. When adding/editing a bank account, you can select the business units from the menu that have a vat number defined.
Add new bank account
To add a new bank account, go to Settings > Organization > Company settings > Bank accounts. Enter a name, IBAN, BIC/SWIFT code, and select business unit from the dropdown menu (optional).
Edit bank accounts
Click the bank account to edit its information. Edit the desired information and select Save.
Disable/delete bank accounts
Hover your mouse over the bank account row to disable the bank account or delete it completely.
Electronic invoicing
Enter your company's electronic invoicing details. These details are used when using an integration that requires this information to send invoices. Add einvoice address and einvoice operator code.
Formatting & language
Information defined here (language, formatting, and time zone) is used as a basis, for example, when creating a new customer.
Other settings
Currency displayed here is your organization's default currency and cannot be edited.
Logos
Upload your company's logo here. Logo is used on invoice, proposal, and travel reimbursement PDF files.
You can define logos per business unit if several companies (business units) are using the same Severa environment. Business units that have vat number can be selected from the dropdown menu when adding a new logo.
Footer
Define the footer shown on the organization's invoice and proposal PDFs. Use tags to fetch company details, such as Organization name, Address, and Vat number.
Footer free text editor supports the following formatting options:
Four text sizes: Heading 1, heading 2, normal, and small
Bold, italic, and underline
Numbered and bullet lists
When using Organizational hierarchy add-on where business units act as subsidiaries, footer is defined in business unit settings.