You can find the company directory in the left menu under Company Addresses. If it is not in your menu, open it via All Modules or by using the search.
By default, Flexi comes with preconfigured financial institutions, such as health insurance companies, social security administrations, and tax offices.
To create a new company, click the New button. A form opens where you can enter the company's details. For companies in the Czech Republic, it is enough to start by entering the company name or company ID (IČ), and the remaining fields will be filled in automatically with values from ARES.
How to work with views
To simplify your work, you can use so-called Views in the directory. Views let you save your own settings for the list of companies in the directory. Users can define which columns are displayed, as well as how the data is filtered and sorted.
Typical examples of views include:
Active customers
Inactive clients
VIP customers
Debtors
Switching between views lets you quickly display data according to your current work situation, without having to repeatedly set up filters. You switch between views using the tabs above the list.
How to use split view
Split view lets you display the list of companies in the directory and the details of the selected record on one screen at the same time. After you select a business partner in the list, the detail automatically appears in the right part of the window.
This view makes it easy to quickly review business partners without having to open each partner separately.
To turn on split view, simply click the preview panel icon in the upper right corner:
Postal Address tab
On this tab, you can enter a postal address if it differs from the company's registered office, and you can also enter the main contact details (if you need to enter more contact details, you can add them on the Contact Persons tab).
Business Settings tab
Here you can save time by prefilling business details for the given company. These details are then automatically pulled into documents when you select the company from the company directory.
You can enter the payment method and due date for this company.
Maximum days overdue - if the company exceeds this period, the system will warn you when you issue another invoice.
Discount % - you can set an individual percentage discount for a specific company.
Invoice limit - lets you set a limit on sales of goods to a company that does not meet invoice payment deadlines. Enter the total amount of unpaid invoices that is the limit for the given customer; if this limit is exceeded, you will be notified when you save an invoice.
Texts tab
The Texts tab contains two fields where you can write notes according to your needs. Filling them in is optional.
Warning: Any reminder.
Description: Any comment.
Attachments tab
On this tab, you can archive various documents related to the given company, such as an extract from the commercial register or contracts. Simply drag and drop files into the field, or upload them using the Upload files button.
Contact Persons tab
Here you can enter contact persons and their contact details related to the given company. Add a new row using the New button below the table. If you want to enter more detailed information, you can open the detail by clicking the "pencil" icon that appears on the selected row.
In the open contact detail, in addition to the contact details, you can use the Sending tab to define which documents should be sent to this contact. Working with contacts is described in detail in the Contacts guide.
Bank Accounts tab
Define the list of bank accounts only for suppliers. When you create a received invoice, the bank account listed here that is marked as primary is automatically filled in on the Supplier account tab. The same applies when you create a payable.
Tabs named after modules
On the individual tabs, such as Bank, Cash Register, Issued Invoices, Received Invoices, and so on, you can find the documents related to the given company.
EAN codes
These are used to enter GLN numbers, which are used to identify a partner in EDI communication.
Recording them is part of the EDI communication setup.
To make the fields available in the directory, you need to enable the Use EAN option in the company's Basic Settings:
EAN codes can be recorded in the directory for the company's registered office and for the postal address (the EAN and Postal EAN fields). If you do not see them in the form, display them in the form settings:
