When you launch the application for the first time, you need to create a company to keep your accounts in, or one in which you want to try out the accounting. You can create an unlimited number of companies, regardless of which edition of Flexi you own. You create your first company with the wizard right after creating the first user, and you can create additional companies at any time later. This guide describes both procedures and how to find your way around the application after the company is created. Company settings are described in a separate guide.

The article on first launch of the web interface describes how to get to the wizard.

Contents of this guide

After you create the first user, the web interface takes you straight through creating your first company. The wizard has four steps: Creating the first user, Creating the first company, Additional information, and Finalization. You can see your progress through the steps on the left side of the screen.

First, choose whether you want to start with empty data or try out the application with demo data. Then fill in the general company details, which should match the commercial register:

In the Company name field, simply type the name or Company ID, and the company details will be filled in automatically from the register.

Continue by clicking Create. Creating the company takes a moment, usually less than a minute.

In this step, you enter the company's main activity and its NACE code. The NACE code identifies an economic activity according to the classification of the Czech Statistical Office. You can find it, for example, in the company's record in the ARES register.

In the same step, you set up the appearance of the application: row size (spacious, normal, compact), light or dark display, preferred form layout, font size, alternating row shading in tables, and animations. The default is normal row size and light display. You can change the appearance at any time later in the user menu at the top right, using the Appearance option.

Once you confirm the last step, the company is created and you can get to work.

Do you already have a company in the web interface and want to create another one? You can create a new company at any time after the first launch.

Step 1: Click the name of the open company at the top left. The Company selection panel opens on the right.

Step 2: In the Company selection panel, click the Create new company button.

Step 3: In the New company panel, choose whether you want to start with empty data or demo data, and fill in the basic company information: legislation, organization type, name, Company ID, VAT ID, whether you are a VAT payer, and the registered office address. The details should match the commercial register. In the Company name field, simply type the name or Company ID, and the details will be filled in from the register.

Step 4: After filling in the details, click the Create button. Creating the company takes a moment. When it is done, Flexi notifies you with a message in the bottom left corner: Congratulations! The company has been created, and you can now customize it.

The new company will be added to the list of companies.

Click the Settings button in the notification, or the Settings item at the bottom left, to open the company settings. There you can fill in additional details, such as the main activity, data mailbox, tax office for VAT purposes, company logo, a different company address, or the authorized person.

You switch between companies the same way: click the name of the open company at the top left, and then click the company you want in the Company selection panel.

In the left panel, the open company is shown at the top, with the main modules below it. To display all available modules, select All modules. You can drag the modules you use most often from there into the left panel.

The rest of the screen is taken up by the Dashboard, with a graphical overview of the company's key figures, such as revenues, costs, account balances, and unpaid receivables. The article on the dashboard describes how to customize it.

You can edit your user details by clicking the user icon at the top right and selecting User profile. In the same menu, you will also find the appearance settings, keyboard shortcuts, the list of your companies, and the license and subscription.

You can edit the company details in Settings at the bottom left, in the Company section. You upload the company logo and stamp on the Logo and stamp tab. For details, see the article on company settings.