Company once.In everything.
One form for everything that belongs on a business document.
In short: Company Data in XOS: maintain legal name, address, tax details and bank details once. They appear on quotes and invoices.
As of November 12, 2026 · ProzessXMaintain legal notice, tax and bank details once, use them everywhere.
What this module handles for you.
All master data in one place
Legal name, address, VAT ID, tax number, commercial register, management, bank, IBAN, BIC, phone, fax and website.
Checked on save
XOS checks the format of the VAT ID and the IBAN checksum. The IBAN is stored encrypted.
Applies to your documents
The details appear in the sender block of quotes and invoices and are read by Accounting.
From empty to a complete sender.
An example of the setup.
Also in the chat: the ERP Agent can read the company data and change it on request.
Frequently asked questions.
Who can change the company data?
Only administrators, because these details are legally and fiscally binding.
See Company Data in your daily work.
Book a consultation.
Together we look at your processes and show you what XOS can take over. 60 minutes, free and without obligation.
- Choose a timeOpen slots in the calendar, by video call or phone.
- Prefer to talk now?+49 7452 6051953Give us a call, we also answer questions without an appointment.