This form is used to enter basic company information – contact details, file number, whether the company is a VAT payer, language, currency, how the program behaves in individual modules, exchange rate settings, the option to attach the company logo, and much more.
Company settings tabs
The form consists of the following tabs:
Company – basic company information
Details – legislation and currency
Legislation – VAT and language settings
Modules – how the program behaves in individual modules
Automatic operations – change tracking
Other – additional settings
Above the tabs there is a drop-down list called Settings valid from date. The default value is (first setting), i.e. from the beginning of your use of the Flexi system. Further values are derived from the changes made on this form. So if you change the value in any field, for example the company address or exchange rate differences, another value is added, named after the date from which it applies, e.g. 30. 09. 2025.
Accounting period
The Accounting period button is located in the top right corner. It contains all accounting periods recorded in the system via the menu Company – Change or add accounting period, e.g. 01. 01. 2025 – 31. 12. 2025, 01. 01. 2026 – 31. 12. 2026. A default accounting period that matches the current calendar year is created automatically.
By confirming the name of the new company in the company setup wizard, you launch the company settings dialog. After you click the Fill in company settings button, a dialog for entering the initial company settings is displayed, where you enter, in several steps, all the basic information about the newly created company that is required for proper bookkeeping. Some settings are preset to the most commonly selected values.
The Previous button takes you back to the previous step of the company setup wizard
The Next button takes you to the next step of the company setup wizard
The Finish button closes the dialog and saves the changes you have made
If you click the Cancel button, the changes made to the company settings are discarded and you return to the beginning of creating a new company.
"Company" tab
This dialog is used to enter basic company information.
It opens either on its own or as part of the Company Setup Wizard.
🏷️ Name
Enter the company name (legal entity).
If you enter the name and click the underlined text "Name", a link to the Administrative Register of Economic Subjects (ARES) opens in your web browser, where you can verify the company's details.
👤 Natural person
If you do business as a natural person, fill in:
Title
First name
Last name
🔢 Company ID (IČO) and VAT ID (DIČ)
These fields are filled in by both legal entities and natural persons.
They are used to identify the company in accounting records and tax documents.
🏠 Addresses and other tabs
In this section you can fill in the company's addresses and visual elements, divided into several tabs:
By selecting the next tab at the top, you continue filling in the Settings dialog.
"Registered office / Permanent residence" tab
If the company uses only one address, you only need to fill in this tab. Enter the address of the company's registered office as recorded in the commercial register or trade register. If the company uses multiple addresses, this address will be printed on all documents on which it is required to appear according to the commercial register, e.g. in the VAT return and on cash documents. It contains the following fields:
Street, house no. (č.p.), street no. (č.o.), city, postal code - the address of the company's registered office; enter the postal code without a space
Country - Select it from the drop-down list of countries.
On this tab you can also enter additional contact details: Phone, Mobile, Fax, Website, Email
Data box: If the company has been assigned a data box, enter its identifier (do not enter the username used to log in to the data box); the data box ID is used when generating the VAT Control Statement.
"Mailing address" tab
Fill it in if the address of the company's registered office differs from the address used for correspondence delivery. The address entered here will be printed in the top left corner of envelopes. Otherwise, select the Mailing address is the same as the registered office checkbox, and you do not need to fill in this "sub-tab".
It includes the following fields:
Street, house no. (č.p.), street no. (č.o.), City, Postal code (enter without a slash)
Country: Select it from the drop-down list of countries.
"Billing address" tab
Fill it in if this address differs from the address of the company's registered office. The address entered here will be printed on issued invoices, delivery notes, and similar documents. Otherwise, select the Billing address is the same as the registered office checkbox, and you do not need to fill in the sub-tab.
It includes the following fields:
Street, house no. (č.p.), street no. (č.o.), City, Postal code (enter without a slash)
Country: Select it from the drop-down list of countries.
"Logo and stamp" tab
"Logo" tab
Path: Use the file selection button to find the saved file – the company logo that will be printed on all issued documents. It is also displayed in the Preview on the right.
You can remove the inserted logo with the Remove button.
Format and size
Use a common image format, most often .jpg or .png. The recommended maximum size is 800 × 1200 pixels.
💡 When printing, the logo size automatically adjusts to the available space on the document, and the aspect ratio is preserved. You therefore do not need to crop the image to an exact size beforehand.
Logo placement on the document
The Logo on top and Logo on left checkboxes determine where the logo will be printed.
Logo on top: Select this if you want the logo printed above the address on documents. This is especially useful if you have a wide logo or a long company name.
Logo on left: Select this if you want the logo printed on the left, next to the address on documents. This is especially useful if you have a taller logo.
⚠️ Warning!
When printing, the logo size automatically adjusts to the available space. Its aspect ratio is preserved.
"Signature and stamp" tab
In the Path field, find the saved file – the signature and stamp that will be printed on all issued documents. It is also displayed in the field on the right.
You can remove the inserted signature and stamp with the Remove button.
Can I have multiple logos or stamps under one company?
No. One company can have one logo and one stamp. If you need different variants on different documents, you must embed the image directly into the specific print template of that document — this is a custom template modification.
"Details" tab
The Details tab contains the information required for the VAT return and other reports for the tax authorities. Below you will find the individual fields, their purpose, and the recommended values.
🏢 Principal activity (NACE code)
enter the six-digit code of your main activity.
you can find the code and its format on the website of the Ministry of Finance of the Czech Republic.
required for electronic submission via the Tax Portal of the Financial Administration.
Example: CZ-NACE 692 (Accounting and auditing activities) → 692000
Note: enter the code without dots.
📝 Principal activity (text)
enter the company's main activity.
it is carried over to the "VAT return" print template.
🏛️ Regional tax office
select the office according to the company's registered office.
How to select:
Start typing the name of the office → select from the suggested options
Or press F2 or click the magnifying glass icon → the directory of offices opens.
Importance: required for reports such as: VAT return, VAT Recapitulative Statement, Pension savings insurance, etc.
🏢 Local tax office branch
select the local branch of the tax office.
How to select: from the directory via the magnifying glass icon.
Importance: filling it in is essential for reports to the tax authorities.
📦 EAN
the international unique number of the billed company (assigned by the authority).
Use: for electronic EDI communication
👤 Authorized person
the company's statutory body who signs tax returns.
Fields:
Position: the person's relationship to the company (e.g. managing director, chairman)
Last name, First name
🧑💼 Representative
a person who files tax returns on the basis of a power of attorney (e.g. a tax advisor).
Fields to fill in:
Type: natural person / legal entity
Code: code of the representing person's relationship to the company
Legal entity name
Legal entity company ID (IČO)
File number: designation in the commercial/trade register, printed on invoices
🌐 Language selection
Option: set up to 4 languages for translations.
Note: requires activating an advanced parameter; for more information, see the documentation.
Codes for representatives
Tax administration codes for persons representing companies of natural persons:
Code | Signatory's relationship to the company |
1 | legal representative or guardian |
2 | appointed representative |
3 | joint representative, joint proxy |
4a | general proxy – natural person or legal entity |
4b | natural person who is a tax advisor or attorney |
5a | person administering the estate |
5b | representative of the person administering the estate |
6a | heir after the conclusion of probate proceedings |
6b | representative of the heir after the conclusion of probate proceedings |
7a | legal successor of a legal entity |
7b | representative of the legal successor of a legal entity |
Tax administration codes for persons representing companies of legal entities:
Code | Signatory's relationship to the company |
2 | appointed representative |
3 | joint representative, joint proxy |
4a | general proxy – natural person or legal entity |
4c | legal entity providing tax advisory services |
5a | person administering the estate |
5b | representative of the person administering the estate |
6a | heir after the conclusion of probate proceedings |
6b | representative of the heir after the conclusion of probate proceedings |
7a | legal successor of a legal entity |
7b | representative of the legal successor of a legal entity |
"Legislation" tab
On this tab you record the main details related to the legislative settings of your company.
🌍 Legislation country
This value is fixed and cannot be changed – you set it when you created the company in the Flexi system.
It determines the country whose legislation the system uses (e.g. Czech Republic, Slovakia).
🏢 Organization type
This is also a fixed value, set when the company was created.
It determines which type of accounting or legal form is used:
Businesses – double-entry bookkeeping
Businesses – tax records
Contributory organizations
Non-profit organizations
💶 Domestic currency
Standard setting:
🇨🇿 CZK for Czech legislation
🇸🇰 EUR for Slovak legislation
You can change the currency using the icon on the right.
💱 Dual currency
Used when documents are required to show amounts in two currencies.
In the Czech Republic, this option will be used, for example, during the transition to the euro.
You again select the currency using the icon on the right.
🔢 Dual currency exchange rate
Here you enter the officially set exchange rate for the dual currency.
🧾 VAT rates button
Click it to open the VAT rates list of the selected country – it contains both current and expired rates.
The rate is selected based on the document date.
The list is also available in the menu:
Tools → Code lists → VAT rates
💼 VAT payer
Use the checkbox to specify whether the company is a VAT payer.
By default, the value is YES.
This setting affects both received and issued invoices.
🌐 Restrict VAT country selection
If this option is enabled, the list of countries for VAT purposes (e.g. on invoices or business partners) shows only relevant countries, typically EU member states.
Special schemes
🏛️ One Stop Shop special scheme
Select this if your company is registered for the special OSS scheme (One Stop Shop).
💶 OSS – EU scheme
Used when a Czech VAT payer sells goods or services to end customers (non-VAT payers) in other EU countries.
🌎 OSS – non-EU scheme
Intended for foreign (non-European) companies that sell goods or services to customers in the EU.
📦 OSS – import scheme
Used for sales of low-value goods (up to €150) imported from non-EU countries to end customers in the EU.
🇸🇰 Special VAT scheme (Osobitná úprava DPH)
This field is intended for companies under Slovak legislation or companies registered for VAT in Slovakia.
By selecting it, you specify whether the company is registered for a special VAT scheme.
This value is then carried over to documents.
📅 Start of application of the 2019 VAT Act amendment
Specifies the date from which the rules of the new VAT legislation are applied when posting documents and calculating VAT.
By default, the date of the latest amendment is set.
Legal form of the accounting entity
This field is carried over to print templates.
Use the button to select the legal form of the accounting entity from the list:
👔 Legal entities
Limited liability company
Joint-stock company
General commercial partnership
Limited partnership
European company
👤 Natural persons
Self-employed person
Association of entrepreneurs
💡 If the correct value is not in the list, you can enter it manually.
"Modules" tab
This tab covers settings related to the individual accounting modules. You select them in the following sub-tabs:
"Address book" tab
"Goods" tab
"Sales" tab
"Purchasing" tab
"Money" tab
"Accounting" tab
"Employees" tab
"Address book" tab
🔍 Check companies and accounts when creating a document
If you select this checkbox, the system will warn you that:
the business partner's account is not registered,
or that a received invoice contains VAT even though the partner is not a VAT payer.
👉 To turn off the warnings, clear the checkbox.
"Goods" tab
Inventory valuation method
The inventory valuation method can be changed only with a Business license.
By default, the average cost method is active.
🧮 Average cost method
With each receipt, the program recalculates the average warehouse price:
Average price = (Stock balance + Increase) / Quantity after receipt
Example:
10 pcs × CZK 25 + 10 pcs × CZK 30 = CZK 550 in total
→ Average price = CZK 27.50/pc
Goods are issued at this price until the next receipt.
📊 FIFO method
(Switch = YES / NO – available only with the Business license)
FIFO = First In, First Out
Goods are issued in the order in which they were received into the warehouse, i.e. the oldest goods first.
Exception: when batches and expiration dates are used, goods with the nearest expiration date are issued.
🚚 Allow generating issue requests
This option allows you to invoice goods that are not yet in stock without having to enable negative stock levels.
⚠️ It cannot be used for goods with batches, expiration dates, or serial numbers.
If goods are missing:
the program warns you,
issues both an invoice and a stock issue note,
the stock issue note has the status "Generated from invoice – incomplete",
the quantity is saved to the Request (unit) column,
the quantity actually issued from stock is updated after the goods are received using the "Update issue requests" option. Once you receive the goods into stock, you use this option to cover the stock issue note with a zero quantity – the goods are issued from stock and the status of the document (the stock issue note) changes to "Generated from invoice". In the items of the stock document, the actually issued quantity is filled in the "Quantity/Issue unit" column. The values of the "Request (unit)" and "Quantity/Issue unit" fields will be identical.
💡 You can find invoiced goods that have not yet been issued from stock in Stock movements – overview, using the filter:
Movement type = Issue
Request (unit) ≠ empty
Quantity = 0
💰 Update purchase price in the price list upon receipt
We recommend leaving the checkbox selected – the system will then automatically update the purchase price in the price list after each purchase (Goods → Price list → Details and Suppliers – Purchase price field tabs). This is useful, for example, when you create a stock receipt at a different price, and the value in the Purchase price field is corrected automatically).
🧾 Document series for warehouse
Another way to add document series for stock receipts/issue notes.
Alternatively, you can manage them via the menu:
Goods → Document series → Stock receipts/Stock issue notes
🏬 List of warehouses
Another way to add to the list of warehouses.
Alternatively, via the menu:
Goods → List of warehouses
📄 New document type selection
Specifies how the system behaves when creating a new document.
Options:
Ask the user – suitable if document types change frequently
Last selected – suitable when you repeatedly issue the same type
Primary – if you mainly use one document type (set it in the menu Sales → Document types → Management tab → Primary document type checkbox)
🔄 Post warehouse to accounting
If you clear the checkbox, the system switches to mode B, which uses non-accounting types of warehouse documents.
➡️ A user guide is also available.