Getting started with the basic data
This guide helps you set up the basic information about yourself and your company in Xena.
Xena Setup
Xena is designed to make accounting easy, and it only takes a few minutes from creating your user to printing your first invoice. Setting up customers, suppliers, and the chart of accounts should be done as needed when you require it.
Editing in Xena
To edit data in Xena, click on the editing icon with a pencil or double-click on the field you want to change. Xena automatically saves your entries as soon as you leave a field. To return to viewing mode, click on the eye icon.
Read more: Editing in Xena.
Basic Personal Data
Under 'My Profile,' you can manage your user information, including username, password, and language settings. Xena is available in Danish, English, and Norwegian. Click on the user profile icon at the top right and select 'My Profile.'
Read more: Your vCard in Xena.
Basic Company Data
Under the menu item Setup > Company > Company Profile, you'll find the basic data for your company. These details are essential for correctly printing offers and invoices. Enter the company's address, contact information, bank details, and logo.
The other items in the 'Company' menu contain information about your Xena subscription, the users you have added to your fiscal, and the legal documents you have accepted for using Xena. You can find descriptions of each item by searching in Xenapedia.
Email Text Setup
Under the menu item Setup > Order Setup, select the 'Email' tab, where you can customize standard email texts for invoices, offers, order confirmations, etc., from Xena.
Review both the subject and the message for each report type. Edit the email setup by clicking 'Edit' in the menu (the three dots) next to the report. If you want to reset to the default setup, select 'Reset' from the menu.
Now the basic data in Xena is ready, and you are ready to move on to creating your first invoice.
NEXT GUIDE: The First Invoice.
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