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Company Selection

How to create or switch to a different company

Written by Lenka Haringerová

When launching the application for the first time, you need to create a company that you will use for accounting, or one in which you want to "try out" the accounting features. You can create an unlimited number of companies regardless of which version of Flexi you own.

🔍 Selecting a Company When Starting Flexi

If you have multiple companies registered in Flexi, this dialog allows you to choose which one to open at startup. Select the desired company from the list in the "Company List" section and open it by:

  • double-clicking it

  • or highlighting it with the cursor (the company will turn blue) and confirming with the button.

If you have multiple companies, you can filter the company list by typing text in the field above the list. The following rules apply:

  • filtering is case-insensitive,

  • it also ignores diacritics and their absence,

  • the search text can match the beginning or the middle of a name.
    The list filters instantly (as you type). If the entered text is not found in any company, the field will turn red.


⚙️ Actions

On the right side of the dialog, in the "Actions" section, several buttons are available.

➕ Create Company

Clicking this button opens the "New Company Setup Wizard", which guides you through creating and configuring a new company. Once the wizard is complete, you will be automatically redirected to the newly created company.

✏️ Rename

Clicking this button opens a window where you can change the name of the company currently highlighted by the cursor.

Note: This name does not change the company's legal name. This function is only available when you have administrator rights and there is at least one company in the list.

🚪 Disconnect Company

This option removes the company from the list. This means it will no longer appear in the company list, but will still be accessible in the Disconnected Companies dialog, from where you can reconnect it. This action does not delete any accounting data. This function is useful if you have many companies in the list and want to hide some of them without deleting them. The function is only available when you have administrator rights and there is at least one company in the list.

🧹 Delete Company

This button allows you to delete the selected company, including all its accounting data. Clicking this button opens a confirmation dialog warning you that deleting a company is irreversible.

The dialog also recommends that you back up the company first. If you wish to create a backup, click the button

To prevent accidental deletion of a company, you must check the following checkbox:

Only after checking this box will the following button become available:

Depending on your selection, the company will be backed up, deleted, or you can cancel the operation and the company will not be deleted:

🔄 Disconnected Companies

This button takes you to the Disconnected Companies dialog, which contains a list of all disconnected companies. The button is only available when at least one disconnected company exists. Use this option to add a disconnected company back to the company list.

🧮 Restore from Backup

This function allows you to restore data for an accounting company from a backup. After clicking the button, you will be prompted to select the backup file and then to enter the name under which you want the restored company to appear in the list.

If you choose a name that already exists for the restored company, the original company's data will not be overwritten — instead, a new company with the same name will be created and added to the end of the list. This function may not be accessible if you do not have administrator rights.

📌 Remember Company Selection

When this option is checked, the application will remember your last selection and automatically highlight it the next time you start the program. If you work with multiple companies but primarily use one specific company, this feature will make opening that company more convenient.


🔁 Selecting a Company While Working in Flexi

If you are working in one company but need to open and work in another, you can do so using the "Select Company" option found in the "Company" top menu. After selecting it, a prompt will appear asking whether you really want to log out of the current company.

Confirming this prompt opens the "Select Company" dialog, where you can choose which company you wish to open.

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