General settings
In the settings, you can edit everything from basic information about your company, to key people, company logo, projects and departments. Note that certain settings are common to all Conta services.
In the settings, you can edit everything from basic information about your company, to key people, company logo, projects and departments. Note that certain settings are common to all Conta services.
The menu consists of menu items and sub-items. To the right of the subsections you see a button that changes based on the context. If you are in the MAIN INFO menu item, the button to the right will show NEW BUSINESS. If you click on DEPARTMENTS, the button will show NEW DEPARTMENT.
Business
A single user account can create and have access to an unlimited number of businesses. Read about the settings for businesses, how to create a new business, and how to switch between them.
For security reasons, you are not allowed to change the organization number and form of organization here. Contact us if you want to change these.
The postal address appears in the recipient field on the invoice. You can also choose the correct VAT term here, so that it corresponds to reality.
Logo
Customize your company logo so that it looks the best possible on the invoices. We recommend the file type JPG with a white background, in the size 420×110 pixels. Get tips on customizing the logo here.
Invoice settings
You can make several adjustments that apply to all new invoices you send from your active company. Here we explain how.
KID
Under INVOICE/SALE you will find the KID settings. With a KID number, payments are automatically registered in Conta, on the correct invoice and with the correct date and amount. You save a lot of time by not having to check your bank account and register each payment manually. You need a KID agreement with the bank. You create the form for this on this page after you have upgraded to Smart. How to set up KID with Conta.
User account
The user account is common to all Conta services. Go here for more info on how to create and make changes to your user account.
Bank accounts
From here you can change or enter bank accounts, with Norwegian account numbers, as well as IBAN and SWIFT for use in international transactions. Remember to enter a clear name for your account, for example «Driftskonto Sparebanken Møre» so that you can distinguish them from each other if you enter several.
Departments
Departments can be used when your business carries out several different types of activities and you want to separate them from each of them in the accounts. Departments can have their own bank account and logo registered on them. When invoicing from a department, the department name will appear at the top of the invoice, while the organization number and the formal company name will appear at the bottom.
You can create a new department when you create an invoice by clicking on «Use a department?» at the very top of the invoice.
Projects
Projects can be linked to a customer, and are used to keep track of income from jobs that are ongoing over time. Unlike departments, projects are also limited in time with a start and end date
You must have the Smart subscription to create departments and projects in the Conta services.
Conta credit
Conta credit is the way you pay for certain services such as sending an invoice directly via e-mail, EHF, or eFaktura in Conta. Conta credit can be purchased with a payment card (VISA, Mastercard) or an invoice from Conta. If you save the payment card, it is stored encrypted with the provider of the payment solution, not with us.
Note that e-mail invoices are included in the Standard and Smart subscriptions, while EHF invoices are included in Smart.
Other settings
Feel free to explore the settings to familiarize yourself with everything! And don’t hesitate to ask us if you have any questions at hjelp.conta.no/kontakt!
