Getting started
Setting things up in the right order avoids rework later. This is the recommended path for a brand-new company.
1. Company profile
Create your tenant and fill in the company profile: registration number, tax number, VAT-payer status, and bank accounts. The VAT-payer flag drives which forms and rates are available later, so get it right before you start booking documents.
If your company is on the flat-rate (normirani s.p.) regime, say so during setup — the app hides double-entry bookkeeping screens (journal entries, VAT books) that don’t apply to flat-rate taxpayers and simplifies the workflow accordingly.
2. Chart of accounts & opening balances
If you’re migrating from another system mid-year, enter opening balances before you start booking new documents — see Importing from Minimax if you’re coming from Minimax specifically, which covers most Slovenian migrations.
3. Invite your team
Add the people who’ll use the system day to day and assign roles. An accounting firm serving several clients should read Accounting firms & multi-client access before inviting anyone — the access model is different from a single-company setup.
4. Connect banking & email
- Connect your bank feed or plan to import statements manually — see Bank statement matching.
- Connect Gmail or Outlook if you want incoming invoices and documents to land in the unified inbox automatically.
5. Set up payroll (if you have employees)
Payroll setup is its own multi-step flow — employees, contracts, and statutory parameters all need to exist before you can run your first obračun. See Setting up payroll.
6. Issue your first document
Once the chart of accounts and opening balances are in place, you’re ready to issue invoices or quotes. B2B customers who require electronic invoicing should read Invoicing & e-Račun for the eSlog format details.
Order matters
A few dependencies to keep in mind:
- Opening balances should exist before you book new documents in the current period — otherwise your VAT books and journal will be missing history.
- Employees and their contracts must exist before the first payroll run.
- The VAT-payer flag should be correct before you issue your first invoice, since it determines whether VAT is calculated on the document at all.