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Creating an Organization, Details, and Financial Options

How to access the list of organizations and create or edit a legal entity. Legal, contact, address, and bank fields and their use in documents. Default VAT, documents without VAT, system language, and organization color.

Last updated 13 days ago

Open Settings → Organizations

Open Settings → Organizations to view the legal entities used in Hanna. The list displays the organization name, legal name, default organization indicator, and available actions.

Create a New Organization

Select New Organization and enter the internal and legal names, company and tax codes, address, and country. Then, fill in the required contact, bank, tax, language, and document details. Mandatory fields are marked on the form itself.

Edit an Existing Organization

When editing an existing organization, change only those values ​​whose impact on documents and integrations you have assessed. After saving, reopen the form to verify that the data, logo, and settings have been preserved.

Modify organization settings only if you have administrator privileges and have assessed the impact on documents, system access, and integrations. This note applies to all functions described in this article.

Organization Details, Address, and Bank Information

The Name helps identify the organization within Hanna lists, while the Legal Name is used in documents. Enter the company and VAT codes, street address, city, region, country, country code, and postal code.

In the Contacts section, specify the phone number, email, website, and fax number (if used). In the bank section, enter the Invoice, bank name, SWIFT code, bank address, and bank code.

These values ​​can be inserted into PDF, DOCX, and Excel files, as well as emails. After making changes, generate a test document and verify the name, address, VAT code, and bank details.

Organization VAT, language, and financial options

Select the organization's Default VAT rate. The list may display only the taxes assigned to that specific organization. Use the Invoices excluding VAT toggle only when it complies with the organization's accounting rules.

The Default system language may apply to documents and integrations, though the team member or the client might use a different language. The organization color helps distinguish it in Hanna views where color coding is used.

After changing the VAT or language, create an unsaved test financial document and verify the suggested rate, language, and details. Existing PDFs and previously sent emails do not update automatically.

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