Introduction: the pages at a glance

This chapter is aimed at the tenant administrator — owner in the interface — the person who manages the account, master data, number ranges and members. The account area is called “My area”.

The sidebar

It is divided into four sections:

Section	Page	Address
Overview	My area	/en/account
	Activity log	/en/account/history
Invoicing	Invoice archive	/en/account/archive
	Number range	/en/account/numbering
	Customers	/en/account/customers
	Articles	/en/account/products
	Own templates	/en/account/templates
Import	Bulk import	/en/account/bulk-import
	Batch processing	/en/batch-processing
	ERP settings	/en/account/erp-settings
Administration	Master data (invoice issuers)	/en/account/master-data
	Members	/en/account/members
	API keys	/en/account/api-keys
	Plan and usage	/en/account/plan
	Mapping profiles	/en/account/mapping-profiles

Two entries do not always appear

• API keys is visible to the owner only. A member calling it directly gets “forbidden”.
• Plan and usage is absent altogether in the Enterprise installation — the page answers with 404 there. Every tenant is unlimited and there is nothing to purchase.

What the start page shows

Tiles leading to the sub-areas, plus key figures for the current month: invoices, members (including open invitations), API keys, and the sum of tool calls across all six counted tools.

Where to go for which task

You want to …	Page
invoice on behalf of several clients	Invoice issuers
keep a gap-free invoice number	Number ranges
find invoices again and send them	Invoice archive
prefill recurring details	Master data
read in an ERP export	Bulk import
connect your own software	API keys
bring colleagues on board	Members and roles