🏛️ Company – Menu
The Company module contains the core settings for the entire Flexi system.
It is especially critical during initial setup, as the individual options in this module determine the behavior of all other modules – accounting, finances, warehouses, purchasing, sales, payroll, production, and more.
🌐 About Flexi
Flexi is a modern business management system that supports:
accounting,
invoicing management,
warehouse management,
production,
payroll,
business relationship tracking,
and many other functions.
You can access your data from anywhere – from a desktop computer, laptop, iPad, iPhone, or Android device.
☁️ Cloud Solution
When using the cloud version, your data is securely stored on a server, regularly backed up, and protected against theft or loss.
🖥️ Supported Platforms
Flexi fully supports various operating systems (Windows, macOS, Linux), which can be used in any combination.
🛠️ Initial System Setup
Before you start working, it is important to pay attention to module configuration, as all modules are interconnected and affect one another.
Creating a Company on First Launch
When creating a new company, you only need to enter basic information:
company name,
country,
organization type,
accounting period (calendar year / fiscal year).
Additional details can be filled in at any time in the Company → Settings module.
🏢 Company – Menu: Feature Overview
The Company module contains key forms for managing company information, accounting periods, and system behavior.
🆕 Create New Company
Company → Create New Company
Used to create a new company using a wizard.
Steps:
The system notifies you that any open forms must be closed.
Confirming Yes launches the company creation wizard.
Complete each step using the Previous and Next buttons.
📘 Described in detail in the chapter First Launch – Create New Company.
🔄 Select Company
Company → Select Company
If you have multiple companies in the system, you can switch between them.
Steps:
A prompt appears: Do you really want to log out of this company?
After confirming Yes, the list of companies opens.
Select the desired company and click Select Company.
📘 More information: First Launch – Select Company.
🧭 Company Setup Wizard
Company → Company Setup Wizard
Helps you configure all the important items needed to work in the Flexi system.
Primarily intended for initial configuration, but items can also be filled in later directly within the individual modules.
⚙️ Settings
Company → Settings
The main form containing all key company information:
What can be configured:
contact details and legal information,
VAT registration status,
currency and language,
behavior of individual modules (e.g. warehouse, VAT, invoicing),
exchange rates and their calculation,
company logo,
legislative parameters,
automatic operations.
Tabs in the Settings form:
Company
Details
Legislation
Modules
Automatic Operations
Other
At the top of the form, there is a "Settings valid from" list, which allows you to track configuration changes by date.
📅 Change or Add Accounting Period
Company → Change or Add Accounting Period
This form is used to:
switch to a different accounting period (past or future),
create a new accounting period in the Accounting Period Management section.
🔎 Important: The year shown in the header does not mean that documents will only be posted to that period. What matters is the document issue date.
Options:
switch using the accounting period list,
navigate to Accounting Period Management,
confirm with OK or cancel the selection.
🔒 Period Locking
Company → Period Locking
Used to restrict user access to selected modules or forms within a specific time period.
Particularly useful when closing an accounting period.
🔎 Note: Changes to commercial documents can still be made even within a locked period.
💾 Company Backup
Company → Company Backup
Allows you to manually create a backup of your company data.
Options:
availability depends on user permissions,
the system also prompts you to create a backup when logging out,
you can use automatic backups for a larger number of companies.
🚪 Exit Application
Company → Exit Application
Used to log the user out of the system and close the application.
Each time, the system asks whether you want to create a backup before exiting.
Exit options:
Yes – creates a backup and exits the application,
No – exits the application without a backup,
Cancel – returns to the system.
The application can also be closed by clicking the X button in the top right corner.