🧱 Sidebar Sections
- 👥 Clients: Manage client profiles
- 📁 Invoices: Create and track outgoing invoices
- 🗂️ Purchase Invoices: Handle supplier invoices
- 🪧 Article Numbers: Define products or services
- ⚙️ Settings: Customize themes, language, preferences
- ℹ️ Information: View version and support
- 🏠 Home: Dashboard overview
🌟 Key Features and Functionalities
- 👥 Client Management: Manage client records with consistent linking across documents
- 📁 Invoice Management: Create, edit, track, and export invoices to PDF
- 📦 Article Numbers: Reusable items with pricing, VAT, and rules
- 📊 Reporting: Local calculations grouped by financial year
- 🎨 Branding: Logo and theme color applied to exported PDF documents
- 🔐 Security: Local repository with optional encryption and local backups
- 🔒 Data and Privacy: Offline first with no built in telemetry
- 🌐 Multi Language: Dutch and English support in the UI and documents
- 🚚 Migrations: Guided data updates from older versions
- 🔖 Watchdog: Alerts based on local invoice payment status
- ⚙️ Application Setup: Configure company details, storage and encryption defaults, payment terms and theme color in one wizard before first use.
👥 Client Management
The Client Management module provides structured handling of customer information. Client data is stored locally and referenced consistently across invoices, purchase invoices, and reporting.
You can search clients by name, identifier, or contact information. Client records can be edited at any time, and updates are reflected immediately throughout the application.
Client information remains under your control and is included in local backups and export operations. MyCompany does not send client data to external services.
📁 Invoice Management
The Invoice Management module supports creation, editing, and tracking of invoices linked to registered clients. This ensures consistent data and structured records.
You can adjust quantities, pricing, VAT rules, and payment status. Updates are applied instantly and reflected in reporting and overview screens.
Invoices can be previewed and exported to PDF. Invoice data remains stored locally unless you explicitly enable database storage and configure a connection.
📦 Manage Article Numbers
The Manage Article Numbers feature lets you define reusable items that can be inserted into invoices and purchase invoices without repetitive typing.
Each item is stored in a central list where you can add, edit, or remove entries. When creating a document, select an article number to reuse structured values and reduce errors.
Items include fields such as unit price, VAT percentage, and margin scheme applicability. When an article is updated, future uses reflect the new values automatically.
Article definitions are stored locally as part of your company data and are included in backups and exports.
📊 Reporting
The Reporting area provides aggregated insight based on invoices and purchase invoices stored in your local dataset.
Totals for revenue and procurement are calculated locally and grouped by financial year, including values excluding VAT.
Reporting does not transmit or process your financial data outside the application.
🎨 Branding
The Branding features let you personalize document appearance for invoices and purchase invoices.
You can upload a company logo and set a primary theme color. These settings are applied consistently across exported PDF documents.
Branding assets and settings are stored locally and included in backups.
🔐 Security and Storage
MyCompany stores company data locally in the Windows ApplicationData folder. You can choose a plain repository file or an encrypted repository file, depending on your preference.
When encryption is enabled, the application stores an encrypted repository file and encrypted backups using your configured encryption key.
The application creates backup copies locally and retains a fixed number of recent backups while removing older backups automatically.
🔒 Data and Privacy
Where your data lives
- Default storage is local on your device
- Repository is stored as a local data file in the ApplicationData folder
- Backups are stored locally in a backup folder
- Exports are available as JSON and XML
MyCompany is designed for local operation. Your business data remains on your device by default, and backups are created locally to help protect against accidental loss.
Connectivity and telemetry
- No built in telemetry and no automatic analytics
- No automatic upload of company data
- Network activity occurs only when you open external links or enable database mode
- Encryption is optional and user controlled
MyCompany does not collect usage analytics by default. If you enable database storage, connectivity is limited to the database you configure.
🌐 Multi Language
The application supports Dutch and English. Interface text and generated documents reflect the selected language.
Language settings can be changed at any time via the Settings screen, and exported PDF documents follow the active language selection.
The language system is designed to support additional languages in the future.
🚚 Migrations
The Data Migration feature supports safe transition between application versions. You can select a dataset from an older version and migrate it into the current data model.
MyCompany detects the dataset version and applies required migration steps in sequence. Validation is performed before changes are applied.
User confirmation is required before replacing the current dataset with the migrated dataset.
Note: This process replaces your current data with the migrated version. Please make a backup before continuing.
🔖 Watchdog
The Invoice Watchdog monitors invoice payment status using local data. It helps you stay aware of invoices that are approaching their due date or already overdue.
Alerts are generated based on stored invoice dates and payment status. Reminder frequency can be configured to reduce unnecessary notifications.
Watchdog operates locally and does not transmit invoice information to external services.
⚙️ Application Setup
Begin with the setup wizard to configure your new installation:
- Company Details: Enter your business name, address, and VAT information.
- Storage and Encryption: Choose repository type and encryption preference.
- Payment Defaults: Set invoice terms, numbering, and VAT rates.
- Theme Color: Personalize the application look and feel.
All settings can be reviewed and updated later via the Settings screen.
🧩 Other Features
- Tooltips: Hover for contextual help
- Responsive Design: Desktop, tablet, and mobile optimized
- Exports: JSON and XML export options from Settings
💬 Support and Help
Click ℹ️ Information in the sidebar for version details or to contact support.