How do I create and use company profiles?

How do I create and use company profiles?

Steps

1. Sign in and open Company profiles from the menu.
2. New profile: fill in legal name, VAT, IBAN.
3. SEPA identifier: for transfers, VAT is enough; for direct debits, compute the CID here.
4. Address: optional, recommended for B2B.
5. Save.

Using the profile

When starting a conversion, pick it from the dropdown. The profile fills the originator fields in the SEPA XML.

Automatic validations

On save we check:

• VAT format.
• IBAN validity.
• CID consistency with the VAT.

Conclusion

Create your profiles now and forget about re-entering tax data each time.