Company Settings
General company settings – name, logo, billing details, integrations.
Dostupné pro:Administrátor
The Company Settings section contains all eProtokol system configuration for your company.
General settings
- Company name and logo – displayed on invoices and PDF exports
- Billing details – company ID, VAT ID, bank account details
- Contact information – address, phone, email
- Language and localization – default application language
Invoicing
- Invoice number sequence settings
- Default due date
- Signature and stamp on invoices
Integrations
Available integrations depend on the tariff:
| Integration | Tariff |
|---|---|
| Patriot (machinery telematics) | Business, Premium |
| Bank API (payment matching) | Premium |
How to access settings
- Click the profile icon in the top right
- Select Company Settings
Or go directly via menu → Settings.
Automatic document completion
Company settings data (name, logo, company ID, VAT ID, bank details) are automatically added to invoices, price quotes and other documents. Set it up once and all documents will have the correct details.
Numbering sequences
Set up numbering sequence patterns for invoices, quotes and orders. The system then automatically assigns the next number – no manual tracking of order needed.