Companies

The Settings > General settings > Companies menu is used to define:

  • Owners of groups' accounts
  • Counterparties of intercompany accounts

Users can select one of the companies as subscribing company (at subscription, they can select any of the companies as for the payments or direct debits, or define a different company for this purpose). When users register, a company is created by default, using the name given at the moment. This company is considered then as the registering company.
This screen enables you to display and access all your group's companies created in your Iziago's account.

Adding a company

  1. Select Settings > General settings > Companies.
  2. Click on + Add new company at the top of the screen.
  3. Enter the name of the company (mandatory).
  4. Select the company's country (mandatory).
  5. Enter the company's address.
  6. Click on Save.

If the country code of the BIC/BEI doesn't match the country of the company, a warning message invites you to confirm the creation of the company.

This section is enough to save a company, however we recommend that you fill in the other sections, if possible, to ensure a good communication with banking institutions.

Identification section

Information used to officially identify the company:
  • BIC: Business Identifier Code
  • BEI: Business Entity Identifier
  • ID: Identification of the company

Contact details section

Detailed information on the company's main contact.

Logo section

The logo of the company will be displayed in emails and faxes. To define a logo:

  1. Click on Select a file.
  2. Browse and select the file of your choice on your computer.
  3. Click on Save.

Displaying a company

In the table, the company marked by an asterisk (*) is the company that originally subscribed to Iziago. It cannot be deleted.

If you have the Display right, clicking a company in the table displays its:

  • General information
  • Identification information
  • Main contact details
  • Logo
  • Accounts

From the Accounts section, users with appropriate rights can edit accounts.
If the company you are looking for is not displayed in the table, please run a search through the bar in the upper right hand corner of the screen.

Editing a company

If you have the Create, modify & delete right, clicking a company in the table enables you to:

  • Edit companies' information
  • Define logos
  1. Select Settings > General settings > Companies.
  2. In the table, click on the company to edit.
  3. Enter or modify the required information (make sure you unfold every section to access every field of the screen).
  4. Click on Save.
  1. In the Logo section, click on Select a file.
  2. Browse and select the file of your choice on your computer.
  3. Click on Save.

Deleting a company

You cannot delete the subscriber company. It is marked by *.

  1. Select Settings > General settings > Companies.
  2. In the table, click on on the corresponding line of the company to delete.
  3. In the pop-in window, click on Delete to confirm the deletion of the company.