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Tutorial

How can I modify my personal data?

Go to the top right of the home page and click on “My profile” in the drop-down menu.
On the “My profile” page, I can enter, modify my name, my email address, my telephone number and the desired language. Press “Save” to validate the changes.

How to change my password ?

Go to the top right of the home page and click on “My profile” in the drop-down menu.
Then click on “Change password” tab. Enter your new password, confirm it and press “save”.

How do I manage my options?

Go to the top right of the home page and click on “My profile” in the drop-down menu.
Then click on “Subscriptions”. Check or uncheck the desired options (eCommerce module, inventory management module, salary management module) and confirm by pressing “Save”.

How to add a new business/company ?

Go to the top right of the home page and click on “Add new business” in the drop-down menu.
Fill in the general information and click on “Next”
Leave the default Accounting information and click on “Next”. (Fiduly offers you a complete accounting chart adapted to your legal form. You can also at this stage, choose to duplicate the accounting chart of another company in your space.)
Fill in the VAT information and click on “Next”
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Choose a sector and upload your logo, then click on “finish”. if you skip the logo at this stage, you can add your logo later by going to the “Settings”/”Business profile” page.  

How do I share access to my company account with my team or my accountant?

On the left side navigation menu, click on “Settings”
Go to the “Team” tab
Add the email address of the collaborators with whom you want to share access.
Define the access rights by categories (not shared, read, write, delete) and click on “Share”. If the person already has a Fiduly account, enter the email address with which he/she created the account. The person will receive a confirmation email if they already have a Fiduly account or a link to create a Fiduly account. For security reasons, he/she must create an account with the same email address to have access to your space.

What are the steps to get started with Fiduly?

1- Commencer par créer une société. (Voir la question « Comment ajouter une société »).

 

2- Then configure your company’s bank account. Choose “Bank Accounts” in the navigation menu.
Fill-in your IBAN and account information, and click on “Save”
3- Familiarize yourself with your accounting chart. Go to “Settings” in the navigation menu, and click on “Accounting Chart”.
4- Enter the default value for invoices. Go to in the navigation menu, and click on “Settings”, then choose the “Invoicing” tab.

How do I customize my logo, margins and recipient address on documents?

On the left side navigation menu, click on “Settings” :
Click on “Logo & margin settings “
On this page you can:
  • Delete/replace your logo
  • Position your logo on the different letter templates by moving it horizontally and vertically
  • Change the position of the recipient’s address by moving it horizontally and vertically, which can be useful if you use window envelopes
You visualize the changes in real time.  
Press “Update” to save your changes