Set Up a New Organisation

A new organisation opens on the setup guide. You can reopen it any time from Settings > Getting started.

1. How will you work?

• ABRA Flexi or Pohoda – your books stay in your accounting program. Click Start: we install its addon and open its configuration, where you enter the address and the sign-in. Everything else (company, documents, accounts) is read from there.
• Standalone – you keep the books here: chart of accounts, VAT classification, accounting rules, warehouse and invoicing.
• Invoicing only – a small set: issued and received invoices, document types and number series.

2. Your company

For Standalone and Invoicing only we read your company by its registration number: ARES and the VAT register in the Czech Republic, the business register and the VAT payers list in Slovakia. Check the name, address, VAT status, data box ID and, for Standalone, how you keep the books (double-entry accounting or tax records), and correct what is wrong. Nothing is guessed: a value the registers do not know stays empty.

3. Start

The setup runs in the background of the page and shows its progress. It adds what the mode needs, prepares the first accounting period, payment types, number series and document types, and writes your company. Once it is finished the organisation cannot be set up again from the guide; you change settings in Settings as usual.

Tax records load no chart of accounts and no accounting rules. The chart and the VAT classifications are written from the legislation and should be reviewed by your accountant.

What next

Below the guide, six numbered blocks follow – bookkeeping, accounting, controlling, prediction, reporting and process automation – each with a short reason why it matters and links to the pages that are ready for your organisation.