Company in accounting panel

How to create and configure companies in the Inmovilla accounting panel

The Companies section within the Inmovilla accounting panel centralizes all the essential tax, contact, and document customization information necessary for the efficient and professional issuance of invoices, receipts, credit notes, and quotes. An accurate and complete initial setup ensures that each generated document reflects the corporate identity, personalized texts, and specific numbering that characterize each company.

It is essential to have at least one company created and activated before starting any accounting record, as this configuration forms the basis on which all subsequent billing and accounting documentation will be managed.

Purpose and functions of the Companies section

In the accounting panel, a company represents the legal entity responsible for issuing commercial and accounting documents. Its profile gathers both the mandatory identification data and the graphic and textual elements that will appear in the official documentation.

From this section, users can:

• • Create new issuing companies with all necessary data.

• • Consult, edit, and update information of previously registered companies.

• • Define the trade name, legal name, and CIF precisely.

• • Establish the fiscal address and official contact details.

• • Activate or deactivate companies according to their operational status, facilitating the management of multiple entities.

• • Upload and configure logos, determining in which types of documents they will be displayed to maintain visual consistency.

• • Customize titles and footers of invoices, receipts, credit notes, and quotes, adapting them to the identity and needs of each company.

• • Manage numbering series with specific prefixes or suffixes to differentiate document types and facilitate administrative control.

Accessing the Companies section in the accounting panel

To access the Companies module, follow this intuitive path from the platform's side navigation:

• • Open the left side menu.

• • Select Utilities.

• • Access Accounting.

• • Click on the first option: Companies.

Upon entering, a complete list of all registered companies will be displayed, where you can select any to review or modify its configuration, or choose to create a new company using the New company button.

This list facilitates quick location of companies and direct access to their detailed configuration.

Procedure to create a new company

Creating a company is an essential step before issuing invoices, receipts, or credit notes. By clicking New company, a detailed form opens where identification data must be entered and specific document options configured.

Identification and tax data

The company profile allows registering key information that identifies the issuing entity. It is essential to complete these fields accurately, as they will form the basis for document and legal management:

• Trade name: the name by which the company is publicly identified.

• Legal name: the registered legal name of the entity.

• CIF: the official tax identification code.

• Fiscal address: complete address of the main office.

• Postal code: for administrative location.

• City and province: geographic data for precise identification.

• Landline and mobile phone: direct contact numbers.

• Email: address for official communications.

Once these data are completed and saved, the company will be enabled for use in all accounting operations within the panel.

Company operational status: active or deactivated

Each profile shows the current status of the company along with the activation date. It is essential to keep the company active while documents are being issued.

The deactivation option is especially useful when an entity ceases operations but its document history and data need to be preserved for future reference. This action is easily performed from the button located at the top of the profile.

Uploading and managing the logo in documents

The company profile allows uploading an image file that will serve as the corporate logo. Besides uploading it, you can select in which types of documents it will be displayed, ensuring a consistent and professional image across all issued documentation.

Display options include:

• • Invoices.

• • Receipts.

• • Credit notes.

• • Quotes.

This functionality automates the inclusion of the logo, avoiding the need to add it manually to each document and ensuring visual uniformity in all official communications of the real estate agency.

The profile centralizes all tax, contact data, and logo configuration for comprehensive management.

Advanced customization of titles and footers in documents

Within each company's configuration, it is possible to define personalized texts that will appear in the titles and footers of accounting documents, allowing the written communication to be adapted to the specific needs and corporate style of each entity.

Document titles

Unique titles can be set for each document type, such as:

• • Invoices.

• • Receipts.

• • Credit notes.

• • Quotes.

For example, the title of an invoice can reflect the nature of the service provided or align with the company's commercial nomenclature, strengthening identity and professionalism.

Customized footers

Similarly, specific texts can be configured for the footer of each document type, facilitating the inclusion of additional relevant information, such as commercial terms, legal messages, or complementary contact details.

This information is saved in the company profile, ensuring that all future documents maintain the defined coherence and style.

Preview of configured documents

When the company has generated documents, the profile includes an option to preview them. This function is especially valuable to verify how tax data, personalized texts, and visual identity are reflected in each document type.

It is recommended to use this view after making changes to the logo or texts to ensure that all changes are correctly applied in invoices, receipts, credit notes, and quotes.

Advanced management of numbering series for invoices and credit notes

Series allow assigning identifying prefixes or suffixes to the numbering of issued documents, facilitating the organization and differentiation of invoices and credit notes according to internal or legal criteria.

This management is done directly from the company's configuration and allows establishing different series for each document type, optimizing administrative and accounting control.

Steps to create a new document series

To add a custom series, follow these steps:

• • Access the corresponding company profile.

• • Select the Manage series option.

• • Review existing series and click the button to add a new one.

• • Enter the identifier to be used as a prefix or suffix in the numbering.

• • Select the document type to which the series will apply, for example, invoice or credit note.

• • Save the configuration to activate the new series.

For example, a series configured with the identifier IN for invoices will cause all invoices issued under this series to include that code in their numbering. Similarly, a differentiated series can be established for credit notes, such as NC, to facilitate their identification and tracking.

Series management allows clear differentiation of invoice and credit note numbering through custom identifiers.

Recommended order for initial configuration of the accounting panel

To ensure efficient organization in the accounting management of a real estate agency, it is recommended to follow this logical sequence when configuring the panel:

• • Create the issuing company that will manage the documents.

• • Complete tax data, address, and contact details thoroughly.

• • Upload the corporate logo if you want it to appear on documents.

• • Select in which document types the logo will be shown to ensure visual consistency.

• • Define customized titles and footers for invoices, receipts, credit notes, and quotes.

• • Configure the necessary numbering series to correctly identify each document type.

• • Keep the company active to be able to use it in all accounting operations.

Summary

The Companies section is the fundamental pillar for billing management within the Inmovilla accounting panel. Through a single profile, all information of the issuing entity, its operational status, corporate image, personalized texts for documents, and numbering series are managed comprehensively.

With the company properly created and configured, the panel is fully prepared to efficiently and professionally manage the issuance of invoices, receipts, credit notes, and other associated accounting documents, facilitating daily operations and ensuring regulatory compliance.