The first steps with Regla
This is a summary of the steps required to get started with Regla.
1. How do I learn about Regla?
We have courses, both teleconferences and recordings (in Icelandic)
We have detailed documentation of our system, which is both accessible through Regla and directly at https://help.regla.is/
Services are included with Regla and you can send mail to regla@regla.is or call 520 1200
To create access / details go to Regla.is and select New registration
a. Click on the link in the email you receive and complete your registration
b. Complete the registration and select the systems you intend to use and create access
- Create users and grant access permissions / details
a. Create an employee
b. Assign access rights
4. Read in data / 2 ways
a. If data is not coming out of another system, it can be convenient to use a template import
i. Clients / details
ii. Products / details
iii. Financial accounting entries / more
b. If data has been read from a previous system, it is a good idea to use the import menu / details
Apply for B2B connection and collection services from a bank (optional) / more details.
a. You need to start by contacting the customer service representative of the relevant bank and apply for B2B connection and collection services.
b. The bank sends you a username and password that must be entered into Regla and save when you send claims for the first time.
c. Follow the detailed steps to set up a bank account, claims and mark customers.
Apply for electronic invoices (optional) / more details
To apply for electronic invoices, select Administration / File administration / Request eCommerce invoices
1.select a messaging server 2. select Send request 3. select Send and confirm request
Apply for a national register (optional) / more
To apply for a national register, select Admin > File administration > Request national register connectivity
1. select Send request to Ferli 2. select Send and confirm request
8. Set up the appearance of the account. You can change the appearance of the invoice header
1. You can put your own brand name
2. You can publish information about the company
a. Information about the company uses the information provided during new registration
b. You can also put different text on the header and footer of invoices