What can I do in General Settings area in Legalinvoice Germany?
Here you can change the numbering of your documents. The number you enter in the field will be used as the number for the next document of this type that you create.
If you use the following numbering: IV-2024-001 you can enter the year in the middle and the last sequence will be the number that automatically increases with each new document created. When a new calendar year begins, you can manually change the middle sequence for the year number to start again at invoice 001, for example: IV-2025-001.
You can also use other structures and characters, such as: F2024_01 or 2024/0001
Discover more here.
Match payments based on amount and date: match the invoices with the bank statements based on amount and date
Process payments automatically with key words: bank statements are automatically processed based on keywords. Use a comma to add several key words such as rent, cash...
Allow payment difference in EUR: fill it in to put an invoice on paid even though the customer paid slightly less.
Allow payment difference in %: fill it in to put an invoice on paid even though the customer paid slightly less.
Stricter matching purchase invoices: activate an extra check on invoice number.
BETA SETTINGS
General ledger accounts: This assigns general ledger account numbers to the headers and order lines of an invoice.
Analytical accounting: Only for Exact Online or Octopus users.
Daily receipt book
Cash book
Register book: activate the module "Register book".
You can choose here which items you want to see on your dashboard.
Shortcuts: get quick access to the most important features of the platform. Create invoices, quotes, delivery notes, order forms and customers.
Numbers fiscal year: an overview of all income and expenses of the current fiscal year.
Quarterly figures: an overview of all quarters of the last 4 years.
Memo: create notes on the dashboard via the memo widget.
Bank overview: an overview of the balances of your linked bank accounts.
Charts income and expenditure: a chart showing your income and expenditure per month (based on your invoices, not your transactions).
Bank chart: a chart showing your balances of the last 365 days per bank account.
Invoices to process: the number of invoices to process.
Expired invoices: the number of expired invoices.
Chart unpaid expired invoices: a chart showing all invoices that are past due for three or more days.
MULTIFACTOR AUTHENTICATION (MFA)
To enhance the security of your account, you can set up multi-factor authentication or two-step verification during login. This means you need to confirm your identity using a second device or communication channel, which means that it is indeed you who is attempting to log into your account. As a result, it is no longer sufficient for cybercriminals to only obtain your login credentials and password to hack your account, ensuring significantly better security for your account.
How to activate MFA in just 3 steps:
Choose a trusted app like Google Authenticator or Microsoft Authenticator.
Your App will generate a unique 6-digit code
Enter this code in Legalinvoice and click "Activate MFA"
The forwarding invoices from the mobile App setting allows an image from the mobile App to be forwared to Fast Input OR directly to expenditure.
Approving costs: activate the feature 'approve'. This allows invoices in Fast Input to be approved before being sent to the tab 'To be processed'.
Remember approver: the approver will be remembered and will be automatically checked for the next invoice to be processed.
Block invoices in Fast input if there is no approver: invoices that are not approved cannot be processed.
Only export approved invoices: avoid invoices that were not approved to be booked by the accountant.
In this section you can reset a number of settings or data.
