Client - General

Navigation:  
Log in as an administrator.

Once logged in, proceed to the "Organization" section and navigate further to the "Clients" category.



  Organization --> Clients --> Double click on client.



After creating the client, click on edit client and you will find the ClientId and OrganizationId fields at the top of the client.


 

• Organization Id
  This is the GUID for the direct parent organization. Used by integrator. Click GUID to copy.
   
• Client Id
  This is the GUID for the client / company. Used by integrator. Click GUID to copy. 
   
• Client name (Company name) 
  Appears in
  • The list of clients in settings
  • In the invoice header
  • In the list of clients the invoice can be moved to.
     
• Company No.
  The organization number determines the receiving address for PDF and EHF invoices. 
  For example: Organization number123456789activates receipt for invoice at123456789@semine.net 
   
• VAT Registration Number
  The client's VAT registration number. This is an optional free-text field with no format validation. It is used together with the Company Number and Global Location Number (GLN) to help match incoming invoices in DocFlow to the correct client when the recipient cannot be identified through other information.
   
• Global Location Number (GLN)
  The client's Global Location Number (GLN). This is an optional field and, if provided, must contain exactly 13 digits. It is used together with the Company Number and VAT Registration Number to help match incoming invoices in DocFlow to the correct client when the recipient cannot be identified through other information.
   
• 4 Eyes Control
  If you check the '4 Eyes Control' feature, you can enable multiple approval checks and specify the minimum number of required approvers.
  Read More

Note : Organization No. must be unique.

Check :  ELMA registration

• ERP type
  For information only.

• ERP external ID
  The client's or company's identification in the external system must match the ID in that system, especially for integrations with Visma Global .
  
  Appears in:
  • The list of clients in settings
  • In the invoice header
  • In the list of clients the invoice can be moved to.
     
• Currency 
  This is the currency used when calculating all report amounts / reporting amounts.
   
• Address 
  For information only
   
• Postcode 
  For information only 
   
• City 
  For information only
   
• Country 
  For information only
   
• Status 
  Determines whether the client appears in the list of clients in settings and the list of clients the invoice can be moved to. 
   
  • Active  - The client is displayed. 
  • Inactive  - The client is not displayed.