Where to find it
Organisation switcher → Add new organisation (incomplete organisations reopen at their saved step)
✅ Common tasks
Set up your organisation details
Select Add new organisation from the organisation switcher
Enter an organisation name (3+ characters) and select its country
Pick a suggested company to prefill your details, or add them manually
Enter your VAT number (or EIN number for the US)
Save to move on to connecting an email inbox
Changing the name or country after picking a suggested company clears that selection.
Connect email and bank
Connect a Google or Microsoft email account, or select Skip
Choose a bank for your country and complete its connection flow
Select the accounts to sync and click Sync, or Skip
Continue to Peppol if it's offered for your country
If your bank connection isn't found at the sync step, go back and connect it again.
Set forwarding and finish
On Automatic forwarding, choose an address for incoming documents
Choose an address for outgoing documents, or leave either blank
Submit the step to complete onboarding
Open the To-do page to start working in your organisation
Incoming documents forward once approved; outgoing documents forward once sent.