Legal Entity Setup
A Legal Entity represents one of your business organizations — the company that sends and receives invoices. Every TaprNext instance needs at least one Legal Entity configured before you can process invoices.
Setup Wizard — Step 3: Legal Entity
Section titled “Setup Wizard — Step 3: Legal Entity”The setup wizard guides you through configuring your legal entity with the following fields:
- Company Name: Official registered name
- Country: ISO country code (determines PEPPOL identifier scheme)
- VAT Number: Tax identification number in validated format
- Company ID: Business registration number
- Currency: Default currency for this entity
- Street: Registered address street
- City: Registered address city
- Postal Code: Registered address postal code
- Contact Name: Responsible person (required for PEPPOL)
- Contact Email: For PEPPOL registration notifications
- Contact Phone: International format
Why These Fields Matter
Section titled “Why These Fields Matter”Each field serves a specific purpose:
| Field | Used for |
|---|---|
| Company Name | PEPPOL sender/receiver identity, ERP posting, invoice display |
| VAT Number | PEPPOL participant lookup, invoice tax compliance, duplicate detection |
| Country | Determines available PEPPOL schemes, document profiles, validation rules |
| Address | Required on all PEPPOL invoices (BG-5 Seller Address) |
| Contact | PEPPOL registration form, support communication |
After the Wizard
Section titled “After the Wizard”The Legal Entity created during setup becomes the default entity in Tapr Settings. You can add additional entities later under Tapr Settings → Legal Entity Setup.
Adding More Entities (Multi-Entity)
Section titled “Adding More Entities (Multi-Entity)”If you have multiple subsidiaries or branches:
- Go to Tapr Settings → Legal Entity Setup → Add Row
- Link to a Legal Entity record
- Configure per-entity settings:
| Setting | Description |
|---|---|
| Is Default | Only one entity can be default (fallback for unmatched invoices) |
| Priority | Routing priority (0 = highest) for invoice matching |
| ERP Type | Which ERP this entity connects to |
| ERP Company | Company name in the connected ERP |
| Duplicate Action | How to handle duplicate invoices: reject, suffix, replace, skip |
| Require Approval | Whether invoices need manual approval before posting |
| Auto Post to ERP | Post automatically when approved (vs manual posting) |
Each entity operates independently with its own PEPPOL registration, ERP connection, approval rules, and user permissions.
Default Values Per Entity
Section titled “Default Values Per Entity”Each Legal Entity row in Tapr Settings can specify defaults for invoice processing:
| Field | Purpose |
|---|---|
| Default Vendor | Vendor to use when AI can’t identify the sender |
| Default Item Number | Line item code for unrecognized items |
| Default UOM | Unit of measure fallback |
| Default Currency | Currency when not specified on the invoice |
| Default PO Number | Purchase order reference for unmatched invoices |
What’s Next
Section titled “What’s Next”- PEPPOL Registration — register your entity on the PEPPOL network