If you need to add a new company – whether a new client for your agency or your own company – you can do it yourself in under a minute. You'll find the option in the menu in the top right corner.
How to create the company
Click your name / the company name in the top right corner, next to the arrow (∨).
Select New company.
You'll be taken to the Create company/organization page.
Leave the country set to Norway (or change the country in the drop-down list if the company is foreign).
Enter the Legal entity name in the search field. Catacloud looks up the company in the Brønnøysund Register Centre as you type – select the correct company from the list that appears. Each result shows the organization number and company form (e.g. AS, ASA, FLI).
Tick I accept the terms of service, and confirms that I represents this organization.
Click Create company.
After the company is created – the setup wizard
When the company is created, Catacloud takes you through a short setup wizard with three steps:
SAF-T Accounting import – Here you can import accounting data from another system. If you have nothing to import, simply click Skip.
Choose price plan – You must choose between Active and Micro. You can find current prices at catacloud.no/priser. All prices are exclusive of VAT and subject to change. Click Select on the plan you want, then Next. The plan can be changed later under Administration.
Invite colleagues – You can invite colleagues to the company here, or click Skip and do it later.
After these steps you land on the overview for the new company.
Search by name – not organization number
Always look up the company by name. If you paste in an organization number with spaces, the lookup against Brønnøysund may fail, and it can look as if the company doesn't exist. If you type the name, the matches appear and you select the correct company directly.
The company is not in the Brønnøysund Register
If the company is brand new or of a type that isn't listed in Brønnøysund, click the link My company is not registered in Brønnøysundregisterne below the search field. You can then register the information manually.
Are you an accountant? Place the client under the agency
This is the point where most people get stuck: a new company ends up on its own instead of under the agency.
When you create the company, turn on the Add client to agency toggle. The client is then linked to your agency right away, and you avoid having to move it afterwards.
The client always ends up under the agency you are in when you click New company. So check the name in the top right corner before you start:
If you are in an ordinary client or your own company, the toggle is not shown, and the new client becomes a standalone company.
If you are a member of several agencies (for example several offices in the same chain), the client ends up under the agency you are in – not necessarily the one you intended. Switch to the correct agency in the menu in the top right corner first.
The company didn't end up under the agency – now what?
Did you forget the toggle, or did the company end up on its own? It can still be linked to the agency:
A person with administrator rights in the agency must have access to the company.
That person goes into the Agency module and adds the company as a client there.
See the separate article: How to add clients to an agency for the full procedure and management of access.
The company ended up under the wrong agency – now what?
A company can only belong to one agency at a time. If you try to add it to another agency, you get the message «This company is already part of another agency». The company must first be removed from the agency it is under now:
Switch to the agency the company is under now (the menu in the top right corner).
Go to Agency → Agency clients, find the company and click the cross (Remove client from agency) at the far right of the row.
Switch to the correct agency, go to Agency → Agency clients and click Add client to agency.
You must be an administrator in both agencies. If you are not, or the company is under an agency you don't have access to, contact support.
When should you contact us?
Contact support at [email protected] if:
The company doesn't appear when you search, even when you search by name.
You need to create a company form you're unsure is supported (e.g. a foundation or association), particularly with regard to bank integration.
A company has ended up in the wrong place and you don't have an administrator who can move it.
To help us assist you quickly, please provide: the organization number, company name, which agency the company should be placed under – and which agency it is under now, if you know.