Administration

Set up your company, manage users and roles, connect other systems, define approvals and automations, handle data protection under the GDPR and keep documents in the tamper proof GoBD archive.

In this section · 32 pages

• The Administration app

  What you find in the Administration app and who can see it.

• Company master data

  Legal name, address, tax numbers, register entry and bank details that appear on your invoices.

• Country settings

  Settings that only apply in your country, such as payment references, register numbers, filings and payroll.

• Users

  See who has access to the company, invite people, change roles and remove users.

• Roles and permissions

  The nine built in roles and what each of them may do.

• Company roles

  Create your own roles and decide per area what a role may see, edit, approve or manage.

• Invitations

  Invite new people by email and manage invitations that are still open.

• API keys

  Keys that let other programs access your company data through the REST API.

• Connect AI tools (MCP)

  Use BizCortex from Claude, ChatGPT, Cursor and other AI tools through the Model Context Protocol.

• Webhooks

  Notify other systems automatically when events happen, for example a new invoice.

• Custom fields

  Add your own fields to customers, vendors, invoices, employees, products and projects.

• Audit log

  A tamper evident log of who created, changed or deleted what and when.

• Full data export

  Download all data of your company as a ZIP file, for example when you switch systems.

• Approvals inbox

  Approve or reject documents and requests from every area in one place.

• Substitutes for approvals

  Let a colleague approve for you while you are away.

• Approval workflows

  Rules for who has to approve which documents, including ready made templates.

• Editing an approval workflow

  Set the document type, condition, steps, approvers, escalation and reminders.

• Approvals on documents

  How approvals work on bills, orders, expense claims, leave, credit notes and journal drafts.

• Automations

  Run actions automatically when an event happens or on a schedule.

• Automation actions

  Every action an automation rule can run, with its parameters.

• Automation execution log

  Every run of every automation rule, with its result and errors.

• Data subject requests

  Record and track requests under Articles 15 to 21 GDPR with their one month deadline.

• Handling a data subject request

  Verify the identity, find the data, export, rectify, restrict or anonymise it and close the request.

• Record of processing activities

  Keep the register required by Art. 30(1) GDPR and print it as PDF with the TOMs attached.

• Retention and registry

  See which modules store personal data, for how long, and which erasures wait for a retention period.

• Consents

  Keep proof of consents given and withdrawn under Art. 7 GDPR.

• Technical and organisational measures

  Document the measures under Art. 32 GDPR and name your data protection officer.

• Data breaches

  Record, assess and report personal data breaches within 72 hours.

• Data processing agreement

  Read and conclude the data processing agreement with the operator of BizCortex and see the subprocessors.

• Document archive (GoBD)

  Invoices, receipts and exports stored unchangeably with checksum and retention period.

• System status

  Check the health of the database, cache, file storage and background jobs.

• Security built into BizCortex

  Protections that work in the background for every company.