Configure your company and branch
Company settings groups the information printed on your documents and the basic settings of your branch. It always applies to the branch selected in the header.
Open the settings
Check in the top right corner that you are in the right branch (see Log in and choose your company or branch).
In the side menu, click Company settings. The branch name appears under the title, with the label Head office if it is the main branch.
Choose a tab: Legal, Settings, Compliance or Taxation.
The screen opens in read-only mode: Read only: click Edit to change this information. Click the edit button at the bottom of the page (Edit profile in the Settings tab), make your changes, then click Save. Until you save, CAPPS shows Unsaved changes.
Legal tab: identity and legal notices
- Establishment: Name, Agency Code, Website, Phone, Email, Address, Zip Code, City, Country. These contact details appear on your quotes, invoices and emails.
- Legal Information: Legal Form, RC, VAT Number, ICE, IF, Business tax ID (Patente), CNSS, Share capital. These notices are printed in the footer of your invoices. The On your documents preview gives you an idea of the result.
- VAT rates and collections: the rates offered on your document lines, and whether collections dated in the future are allowed (refused by default).
The Agency Code must contain exactly 3 letters or digits, including at least one letter. Otherwise, CAPPS says so under the field (for example The branch code must contain at least one letter.) and refuses to save.
In a secondary branch, the company information is marked Managed by the head office: edit it from the main branch. VAT rates and future-dated collections are reserved for the owner and company administrators.
Settings tab: numbering, currency, bank
- Document Nomenclature: the prefix and numbering format of each document type (see Number your documents).
- Default Currency: click Change. This currency applies to all your new documents.
- Time Configuration: the Timezone (Reminders), for example Casablanca, Morocco (GMT+0).
- Bank Details: Bank Name, BIC / SWIFT and RIB / IBAN, shown on your invoices to make transfers easier.
- Document language: French or English for PDF and Excel reports and report emails. This setting has its own Cancel and Save buttons.
CAPPS checks the bank details: the BIC must have 8 or 11 characters (e.g. BCMAMAMC), and the RIB must have 24 digits (Moroccan RIB) or be an IBAN. A saved value that is invalid is flagged under the field, because it is printed on your invoices: correct it.
Taxation tab: VAT regime
Choose Accrual (invoice) basis (VAT due on invoicing, the default) or Cash basis (VAT due when the customer pays).
Click Save, then confirm. The message VAT regime saved. It applies to upcoming returns. appears.
This choice is reserved for the owner and company administrators. For other users, the tab shows Read only: reserved for the owner and company administrators.
If saving is refused
Please fix the required or invalid fields: followed by the list of fields to correct. Fix them, then save again. If no tab appears (You do not have access to any tab of these settings.), ask your administrator for the Company / branch configuration permission.