Company, access, plan

Why you need this

Company details are pulled into every document: invoices, waybills, ESF. If the tax regime or VAT data is wrong, the customer receives a wrong document. Fill this in once and Payda takes care of the rest.

What you need

• The Руководитель (Director) role — only it can change company details.
• Company data: legal and actual address, UGD (tax office) code, KBe.
• For VAT — the certificate series, number and registration date.
• To send ESF — your ИС ЭСФ (state e-invoice system) login and password.

Step by step

Company details

1. Open Реквизиты организаций — pro.payda.kz/org-details.

   

2. Work through the tabs:

   • Организация — name, legal and actual address, КБе;
   • Налоги — Налоговый режим (tax regime), Код УГД по месту регистрации and Код УГД по месту нахождения;
   • НДС — Серия НДС, Номер НДС, Дата регистрации НДС. Only for VAT-registered companies;
   • Доп.информация — Логин ИС ЭСФ and Пароль ИС ЭСФ; without them an ESF cannot be sent;
   • Склад — Метод себестоимости (costing method) used when goods are written off.

3. Save. The message «Информация об организации обновлена.» appears.

Inviting an accountant

1. Open Настройки доступа — pro.payda.kz/user-management.
2. Start an invitation and enter the accountant's phone number.
3. The invitation shows up under Отправленные запросы with the status Ожидает ответа (awaiting reply). Once accepted it moves to Активные.

The accountant sees the mirror screen — pro.payda.kz/company-management — where they press Принять (accept) or Отклонить (decline) under Полученные запросы.

Several companies

1. Open Мои компании — pro.payda.kz/manage-company.
2. Press Открыть компанию to switch to it. The current company name is always shown in the top right.
3. To add another organisation, go to Добавление компании and complete EDS identification, just like during registration.

Plan

Plans are at pro.payda.kz/tarifs — what the current plan includes and what the next one adds.

How to check it worked

Create any document, for example an invoice. The Мои реквизиты block should show your company name, BIN/IIN and bank account. If a field is empty, go back and fill it in.

Common problems

What you see	Why	What to do
«Несохраненные изменения» when leaving the page	You changed fields without saving	Go back and save — or confirm leaving and lose the changes
Мои реквизиты is empty in a document	Company details are not filled in	Complete the Организация tab
An ESF fails with Нет доступа к ИСЭСФ	The ИС ЭСФ login or password is missing or wrong	Check the Доп.информация tab in company details
The fields are read-only	You have the Бухгалтер role, not Руководитель	Ask the director to make the change

What next

• Counterparties — add customers and suppliers.
• Goods and services — fill in the catalogue.