Business management feature
Your own company profile(s): the legal and bank details that appear on document headers and printouts.
One company is flagged as the default, and every new document starts issued by it.
Use the documented operating model as a starting point, then adapt fields, approvals, reports, or connected areas when your process differs.
One connected record
The Companies feature keeps its source record, status, and downstream references inside BusinessIntents. Teams can work from the same operational context and open the detailed guide whenever they need field-level instructions.
One record per company you operate as: Name (required) and legal name — the short name used in dropdowns and the full legal name for documents. Enter these in the international (Latin) spelling: they are what appears everywhere — on screen, in reports and on printouts in any foreign language.
See the fields and stepsEach company keeps as many bank accounts as it needs (a BGN and a EUR account is the classic pair), managed right on the company record: IBAN (required), BIC and bank name, plus the account's currency. The bank name has a local language twin, same rule as the company names above.
See the fields and stepsIn the product
The detailed guide shows the screens and records behind companies, with the exact fields, statuses, and actions.
Connected work
Related features and workflows reuse the same business records instead of asking teams to rebuild the context.
A starting point, not a fixed package
BusinessIntents can tailor documents, fields, approval paths, reports, and connected business areas when the ready-made workflow is close but not exact.
Try BusinessIntentsDecision-stage answers
Your own company profile(s): the legal and bank details that appear on document headers and printouts. One company is flagged as the default, and every new document starts issued by it.
It connects with Construction, Logistics, Professional Services, Retail, Wholesale.
The detailed module guide documents the exact fields, statuses, actions, and connected records.
BusinessIntents can tailor documents, fields, approval paths, reports, and connected business areas when the ready-made workflow is close but not exact.
Review the real workflow
Use a real record or transaction to compare the documented flow with the way your team works today.
