Complete the company setup checklist
Identify missing setup and open the relevant company configuration.
Before you begin
- A company account with permission to configure the company.
- Who it is for
- company user with module permission
- Where to find it
- Setup firma
Step by step
Open Setup firma
Select the relevant company or account, then open «Setup firma».
Start configuration
Use «Configurează firma» to open the account setup flow.
Find unfinished work
Use the «Lipsa» filter to see missing requirements; review the setup cards for company data, documents, banking, channels, storage and operators.
Complete the linked settings
Open the relevant card and save the required information in its module.
Check your progress
Return to «Setup firma» and inspect completed items. Use «Dashboard» to continue operating the company.
Check the result
A reviewed setup checklist with outstanding requirements visible.
If something is missing
If editing is disabled, check the active company and your permission for this module. Resolve the validation message shown in the form before submitting again.
Availability depends on your role, enabled modules, country and company configuration.
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