Use the Basic info view for saving information about your company. The program uses the information saved in this view for various functions. We recommend entering the basic company information immediately after setting up the environment.
See the Start-up guide for the main user for detailed instructions on what to take into account after setting up the Procountor environment.
Always provide the Company name and address. They are completely or partly visible on different print-outs, for example, in report headlines, data sent in electronic format and the contact information in invoice footers. The address shown on invoices displays the street address, mailbox, postal code and city, but not the billing address.
Accounting office name field shows the name of the accounting office that your company is using; this field is updated by Procountor and cannot be edited by the user. The name shown here is the name of the accounting office that is Procountor’s partner. If the accounting firm name in your company info is not correct, please notify us by sending an e-mail to firstname.lastname@example.org.
Procountor invoice channel -option makes it possible to determine which invoice channel the company would like to have when receiving invoices from Accountor Finago. This option is only visible for Financials-product versions that receive their own Procountor-service invoices.
Homepage is displayed in the contact information in the footer of sent invoices.
Enter your company’s Company ID or association ID in Company ID field. Start by selecting the correct alternative from the drop-down menu: FI for a Finnish company, ASSN for an association or SSN for a private person. If your company has not yet received its company ID, you may select the blank alternative. Please remember to fill in company ID as soon as possible. Enter the actual identification code in the empty field next to the drop-down menu. If no Company ID has been entered, some of the Procountor functions cannot be used. For example, the use of the scanning, electronic invoice sending and print services require a company ID. The company ID is used for forming the VAT number in the invoice footer.
Contract type field shows which kind of contract the company has on the use of Procountor. The contract type can be either trial usage or production usage.
Accounting line of business is empty for companies. For real estate companies and associations, this field shows the line of business. Select the chart of accounts and income statement that are customized for the line of business when you are setting up the Procountor environment. If you want to change the chart of accounts after the set up of your Procountor environment, please contact our customer service at: email@example.com.
VAT reg. entry determines if the VAT reg. text will appear on the sales invoices. According to current recommendations, the default is that the text is not shown on sales invoices. Some parties, however, require this text on invoices.
If the company is registered in the employer register, this information must be entered in the company’s basic info.
In the Currency rate search density field, Procountor’s fixed rate means that the company uses the same currency rate the entire year. Using the Procountor’s fixed rate simplifies procedures because no adjustments for exchange rate fluctuations are needed. You are also able to select the last-day-of-the-month rate or the daily rate. Procountor retrieves the current exchange rates from the bank every day. The exchange rate used by Procountor is not the same rate that is used for debiting the bank account. When a payment is transferred to the bank in another currency than Euro, the bank debits the bank account with an amount calculated using the exchange rate valid at that moment. This means that the bank always updates the payments according to the current exchange rate.
If you want your logo to appear on the invoice or other print-outs, you can add it in Management > Company info > Invoice template settings. The logo will replace the company name displayed in the top left corner of invoices. There is normally a 1.50 x 9.0 cm (h x w) space reserved for the logo on the invoice template. Read more on selecting invoice templates.
Company’s language can be either Finnish, English or Swedish. The Company’s language selection determines the language of the invoice template, that of the products used in the travel and expense invoices and the language of the accounting reports. In other words, the company’s language affects the language of the accounting data, while each user can select the language of his or her own user interface in Personal information and settings view.
The Personal announcements button opens a view for entering own announcements that are displayed to the company’s personnel in the Announcement window of the home page.
The contact persons section shows the contact information of the company’s CEO, chairman of the board, accountant, payroll accountant and Procountor main user. This information is used, for example, in Procountor’s communication and as default information.
It is important to enter the e-mail address of the invoicing contact person in the company’s basic info. The address is displayed, for example, in the contact information at the bottom of invoices. This is the default sender address of outbound electronic invoices.
It is important to enter the phone number of the invoicing contact person in the company’s basic info. The phone number is displayed, for example, in the contact information at the bottom of invoices.
The contact information of the payroll accountant is shown in the salary slip footer.