Signing up an accounting firm

Create the user account

1. Open the sign-up page (/sl/auth/signup).
2. Fill in Polno ime (full name), E-pošta (e-mail), Geslo (password) and Potrdite novo geslo (confirm password).
3. Click Ustvari račun. The heading “Potrdite svoj e-poštni naslov” appears.
4. Open the confirmation link in the e-mail, then sign in.

Pick the organisation type

After you sign in, the wizard opens with “Nastavite svoj račun” (step 1 of 6).

1. Under Vrsta organizacije choose the Računovodski servis card. The chosen card gets a green border.
2. Click Naprej (next).

Enter the company details

1. In Davčna številka (tax number) enter the firm’s tax number.
2. Fill in Ime in priimek (full name) and, if it stays empty, Ime podjetja (company name).
3. For Zavezanec za DDV (VAT payer) click Da (yes) or Ne (no). The question appears when FURS has no VAT status for the tax number. Naprej stays locked until you answer.
4. Click Naprej.

Create the firm account

The “Ustvarite svoj račun” step summarises the company name and tax number. Check them and click Ustvari račun. No credit card is needed. The message “Račun servisa je ustvarjen” appears.

Set the price list or skip it

In the “Cenik in privzete nastavitve” step enter the default monthly fee and hourly rate and click Shrani in nadaljuj (save and continue). If you do not know them yet, click Preskoči za zdaj (skip for now). You can change both later in the firm settings.

Add the first client or skip

The “Dodajte prvo stranko” step is optional.

1. Enter the client’s company name and tax number, then click Dodaj stranko (add client).
2. Or click Preskoči (skip). You can add clients later.

Invite the team or skip

The “Povabite ekipo” step is also optional. Enter your colleagues’ e-mail addresses and click Pošlji povabila (send invitations), or click Zaenkrat preskoči (skip for now).

Finish setup

The last screen says everything is ready. Click Raje raziščem sam (I would rather explore on my own) to open the firm dashboard.