Skip to main content

My Company – Administration

Company settings — general, e-mail, company data, bank details, letter paper, login and password.

Written by Benny Hahn

The My Company area bundles the basic settings for your own company in ZEP — from language and display configuration to e-mail and login procedures, bank details and letter paper templates. Reachable via the main menu under Administration > My Company.

Note: The area is available in ZEP Clock, ZEP Compact and ZEP Professional. Individual subareas are tied to modules or permissions (see notes at each section).

Areas at a glance

The seven subareas maintain different aspects of company configuration. Changes have system-wide effects — in particular the login procedures and e-mail configuration affect all employees and should be changed with care.

General

General display and system settings such as default language, date format, initial setup and behavior of the main menu box. These settings act as defaults for all employees without their own language preference in their profile and control basic display behavior throughout the application.

E-Mail

SMTP configuration for mail dispatch from ZEP, sender address and standard subject templates. A correct e-mail configuration is a prerequisite for all mail-based functions — dispatch of credit notes, invoices, travel cost requests, system notifications and automatic mails for workflow status transitions.

Company data

Company address, phone, VAT identification number, commercial register entry and other legal information. This data appears automatically in the header of generated documents, in invoices and reports. When the address changes, all future documents fall back to the new state immediately; existing documents remain unchanged.

Bank details

One or more bank accounts for outgoing invoices and employee payments. Per bank connection, owner, IBAN, BIC and a usage purpose pattern can be maintained. The bank connection marked as default appears automatically in the invoice footer and in the payment information of outgoing documents.

Letter paper

Note: Requires the DocGen module and is not available in ZEP Clock. Detail workflow see Create and upload letter paper.

Uploaded letter paper templates for offers, invoices, cost statements and other documents. Per document type, dedicated letter papers can be stored, including multilingual versions, project-specific variants and department letter papers for separate business units within a company. Letter papers are uploaded as PDF and support a ZEP placeholder for variable content.

Login

Login procedures for employees — standard login with username and password, optionally complemented by LDAP connection, OAuth provider or single sign-on. The procedures chosen here are available to all employees; in the employee master record a preferred procedure can be stored or enforced per person.

Password

Password policies such as minimum length, complexity requirements, maximum validity period and number of remembered past passwords. Affects all employees using the standard login procedure. Employees with LDAP or SSO authentication are subject exclusively to the policies of their respective identity provider and not to the ZEP-internal specifications.

Effects on other areas

Changes to company settings have system-wide effects. The mail configuration influences all dispatch functions in ZEP, company data appears in all outgoing documents, and the letter paper affects invoices from Invoicing, offers from Offer creation as well as travel cost statements from Travel expense accounting. The login procedures control access for all employees and sub-accounts.

Did this answer your question?