Profile data must be filled in upon the first login or updated when changing the legal address or bank account. This will ensure that the current details of the company are correctly displayed on every invoice.
Setting up and updating profile data in Saldeo
1
In the top right corner of the SaldeoSmart interface, click on the Settings (gear icon) and select Accounts.
2
In the Profile settings window, update your company information. The fields marked in green on the screenshot are mandatory:
- Full name: Your company's full legal name (as in the KRS registry).
- Abbreviated name: Your company's short name (according to the KRS entry).
- Legal address: In the fields from Address to Gmina district, you must sequentially fill in the details of the company's registration place.
- NIP (Tax ID No.), Company No.: Identification numbers of your company. Note that Company No. corresponds to your REGON.
3
Microaccount: In this field, you must provide your individual tax account number. If you don't have it, click the generate link under the field.
In the opened Generator mikrorachunku podatkowego, select NIP, enter your number, and click Generuj. Copy the generated number and paste it back into the Microaccount field in Saldeo.
4
To add bank details, click the blue "+ add another" link. It is located in the bank accounts block, right under the generate link.
In the block that appears, fill in all the account data:
If the company has several accounts, click the + add another link again and fill in the data for each account separately, similar to the first one.
- Bank account No. 1, Name of the bank 1 and Bic (swift): Enter the account number, and the rest of the data will be filled in automatically.
- Currency: Be sure to select the currency of the account (e.g., PLN or EUR).
- Active account: Make sure there is a checkmark next to the account number (this will allow you to select this account when issuing an invoice).
If the company has several accounts, click the + add another link again and fill in the data for each account separately, similar to the first one.
5
At the final stage, fill in the remaining fields:
You can check the exact name of your tax authority here by the postal code of the registration address (siedziba spółki).
- Tax office: Select your tax office from the list according to the place of registration.
- Contact person and Phone: Contact details of the company representative from the board of your company.
You can check the exact name of your tax authority here by the postal code of the registration address (siedziba spółki).
After making changes, be sure to click the "Save changes" button to fix the new data in the system.
Done!