When you create a new document, you need to specify the company you are issuing it for. You can select the company from the company directory or create it directly from the document. You can also change the company's details on the document and decide whether the change should also be applied in the directory.
Selecting a company from the directory
In the Company field, start typing the company name or its company ID. The application will suggest matching companies below the field, starting with those from your directory.
Below the companies from your directory, the application also suggests companies from the business registry, so you can find a company even if it is not yet in your directory.
After you select a company, its address is filled in on the document, and an information panel appears on the right with contacts, the total unpaid amount, and an invoicing chart. Select Show more about the company to open the company detail.
Changing company details on a document
When you change any detail of the selected company, for example the city, the application asks in the lower-left corner Do you want to update the changed items in the code list? and lists what has changed.
Click Yes, update to save the change to the company directory as well.
If it is a one-time change just for this document, ignore the notification. The change applies only to the document, and the directory remains unchanged.
A company that is not in the directory
If the company is not yet in the directory, you can enter its name and address on the document manually. However, a company entered this way is not saved to the company directory; it remains only on the document.
If you want to save the company to the directory right away, click in the Company field, then click the Actions icon on the right side of the field and select Add new. You create the company without leaving the document.
ℹ️ Other ways to select values in fields (selecting by typing, opening the full list) are described in the article Selecting from code lists.