You can add new accounts from several different places in the program. By typing the official name of the account, the program suggests companies found in the Suomen Asiakastieto system (Finnish companies register) in a dropdown menu (with a separate add-on also from the Estonian customer register). Required information includes the name, account type, and any fields you may have defined as mandatory additional fields.
During the implementation of PSA, you can also import account information using a file.
Permissions: Accounts
PSA plans: all
1. Start adding an account from the location of your choice in the program:
- from the top menu Add new button
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from the top menu Quick search button by typing "add" or "create"
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from the account list with the plus icon or Add account button
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when adding a project
- when adding a blank invoice
- in the mobile application
2. By typing the official name of the account, the program suggests companies found in the Suomen Asiakastieto system in a dropdown menu. Select from the list (which will complete some basic information upon saving) or enter the name yourself.
3. Complete the remaining information and Save. The program will notify you if any required information is missing.
4. Open the created account and check the information. Fill in if necessary from Edit.
- Data found from Suomen Asiakastieto will be added upon saving.
- Imported data content may vary, usually consists of company and contact details (Finnish VAT nr, field of business, web address, phone nr), invoicing address (excl. e-invoicing address) and postal address.