This guide will help you view, search, and edit company data in the system. You can see all companies sorted by the date of entry, and with the available filters, you can quickly find the desired company.
- Navigate to Menu
- Open the Companies section.
❗To send invoices to SPV (ANAF), the company profile must be complete.
View Companies
The system will display a list of all companies, sorted in the order they were entered into the system.
Search Companies
- Use the available filters to find the desired company.
📌 Note: You can apply the following filters: Name, Contact Person, Tax ID (CUI), Trade Registry Number. - The system will display the search results.
📌 Note: If you want to remove the applied filters, click the Clear filters button.
Editing Company Details
- Click Edit next to the desired company to modify its details.
- Make the necessary changes and save the information.
- Company Name:
- Bank:
- IBAN:
- Tax ID (CUI):
- Trade Registry Number:
- Country:
- County:
- City:
- Address:
- Contact Person:
- Email Address:
- Phone Number:
- Invoice Payment Term:
- Auto-update:
📌 Note: Tick Auto-update to allow the system to automatically update details based on the Tax ID (CUI).
Downloading Company Data
- Use the Download Companies button to download an Excel file containing data for all registered companies.
📌 Note: This feature is only available for users with admin roles and full GDPR access.
For more information about user roles, click here.
✅Done! You’ve gone through the information for this section!
