Companies

Access in Iziago: Settings > General settings > Companies
 



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Companies are used to define:

  • Owners of groups' accounts
  • Counterparties of intercompany accounts
     

Users can select one of the companies as subscribing company (at subscription, they can select any of the companies as recipient of payments, or define any other compan another dedicated to this). When users register, a company is created by default, using the name given at the moment. This company is considered then as the registering company.
 

This screen allows you to display and access all your group's companies created in your Iziago's account. From this page, you can:

  • Add new companies
  • View companies
  • Edit companies
  • Delete companies
     

The composition of the Company objects is based on the PartyIdentification element in ISO 20022.

(To learn the basics on Iziago's tables, please consult the Tables page).


ADD A NEW COMPANY

Access in Iziago: Settings > General settings > Companies
 

To add a new company:

  1. Click the New button at the top of the screen
  2. In the General section:
    1. Enter the name of the company (mandatory)
    2. Select the company's country of residence (mandatory)
    3. Enter the company's address
  3. Click the Save button
     

If the country code of the BIC/BEI doesn't match the country of residence, a warning message invites you to confirm the creation of the company.

The General section is enough to save a company, however we recommend that you fill in the other sections, if possible, to ensure a good communication with banking institutions.

Identification

Information used to officially identify the company:
  • BIC: Business Identifier Code
  • BEI: Business Entity Identifier
  • ID: Identification of the company
     

Contact details

Detailed information on the company's main contact.
 

Logo

The logo of the company will be displayed in emails and faxes. To define a logo:

  1. Click the Select a file button
  2. Browse and select the file of your choice on your computer
  3. Click the Save button


VIEW COMPANIES

Access in Iziago: Settings > General settings > Companies
 

In the table, the company marked by an asterisk (*) is the company that originally subscripted to Iziago. It cannot be deleted.

If you have the Display right, clicking a company in the table displays its:

  • General information
  • Identification information
  • Main contact details
  • Logo
  • Accounts
     

From the Accounts section, users with appropriate rights can edit accounts.
If the company you are looking for is not displayed in the table, please run a search through the bar in the upper right hand corner of the screen.


EDIT COMPANIES

Access in Iziago: Settings > General settings > Companies


If you have the Create, modify & delete right, clicking a company in the table allows you to:

  • Edit companies' information
  • Define logos

To edit a company:

  1. In the table, click the company to edit
  2. Enter or modify the required information (make sure you unfold every section to access every field of the screen)
  3. Click the Save button

To define a logo:

  1. In the Logo section, click the Select a file button
  2. Browse and select the file of your choice on your computer
  3. Click the Save button


DELETE COMPANIES

Access in Iziago: Settings > General settings > Companies
 

Please note that you cannot delete the subscriber company (marked by an asterisk*):               

To delete a company:

  1. In the table, click the bin icon corresponding to the company to delete
  2. In the pop-in window, click the Delete button to confirm the deletion of the company