{"id":1311,"date":"2025-10-17T09:05:46","date_gmt":"2025-10-17T09:05:46","guid":{"rendered":"https:\/\/help.cloudwharf.com\/?post_type=docs&#038;p=1311"},"modified":"2025-10-23T10:48:41","modified_gmt":"2025-10-23T10:48:41","password":"","slug":"unternehmensinformationen-anpassen","status":"publish","type":"docs","link":"https:\/\/help.cloudwharf.com\/de\/docs\/unternehmensinformationen-anpassen\/","title":{"rendered":"Unternehmensinformationen anpassen"},"content":{"rendered":"\n<p>Unternehmensinformationen, die auf Finanzdokumenten angezeigt werden, k\u00f6nnen \u00fcber das Objekt <strong>Unternehmens-Stammdaten<\/strong> konfiguriert werden. Dieses ist bereits mit Daten aus der Salesforce-Organisation bef\u00fcllt.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"220\" src=\"https:\/\/help.cloudwharf.com\/wp-content\/uploads\/2025\/10\/image-116-1024x220.png\" alt=\"\" class=\"wp-image-813\" srcset=\"https:\/\/help.cloudwharf.com\/wp-content\/uploads\/2025\/10\/image-116-1024x220.png 1024w, https:\/\/help.cloudwharf.com\/wp-content\/uploads\/2025\/10\/image-116-300x64.png 300w, https:\/\/help.cloudwharf.com\/wp-content\/uploads\/2025\/10\/image-116-768x165.png 768w, https:\/\/help.cloudwharf.com\/wp-content\/uploads\/2025\/10\/image-116-1536x330.png 1536w, https:\/\/help.cloudwharf.com\/wp-content\/uploads\/2025\/10\/image-116-360x77.png 360w, https:\/\/help.cloudwharf.com\/wp-content\/uploads\/2025\/10\/image-116.png 1700w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"Step-by-step-guide-to-adjusting-company-information\"><strong>Schritt-f\u00fcr-Schritt-Anleitung zur Anpassung der Unternehmensinformationen<\/strong><\/h2>\n\n\n\n<ol start=\"1\" class=\"wp-block-list\">\n<li><strong>Tab &#8222;Unternehmens-Stammdaten&#8220; \u00f6ffnen:<\/strong>\n<ul class=\"wp-block-list\">\n<li>In der Salesforce-Umgebung zum Tab <strong>Unternehmens-Stammdaten<\/strong> navigieren.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><strong>Unternehmens-Stammdaten-Datensatz \u00f6ffnen:<\/strong>\n<ul class=\"wp-block-list\">\n<li>Auf den standardm\u00e4\u00dfig erstellten <strong>Unternehmens-Stammdaten<\/strong>-Datensatz klicken.<\/li>\n<\/ul>\n<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"655\" src=\"https:\/\/help.cloudwharf.com\/wp-content\/uploads\/2025\/10\/image-117-1024x655.png\" alt=\"\" class=\"wp-image-815\" srcset=\"https:\/\/help.cloudwharf.com\/wp-content\/uploads\/2025\/10\/image-117-1024x655.png 1024w, https:\/\/help.cloudwharf.com\/wp-content\/uploads\/2025\/10\/image-117-300x192.png 300w, https:\/\/help.cloudwharf.com\/wp-content\/uploads\/2025\/10\/image-117-768x491.png 768w, https:\/\/help.cloudwharf.com\/wp-content\/uploads\/2025\/10\/image-117-1536x982.png 1536w, https:\/\/help.cloudwharf.com\/wp-content\/uploads\/2025\/10\/image-117-360x230.png 360w, https:\/\/help.cloudwharf.com\/wp-content\/uploads\/2025\/10\/image-117.png 1690w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ol start=\"3\" class=\"wp-block-list\">\n<li><strong>Datensatz bearbeiten und Felder f\u00fcr Finanzdokumente ausf\u00fcllen:<\/strong>\n<ul class=\"wp-block-list\">\n<li>Die relevanten Unternehmensinformationen in die Felder eintragen, die auf Finanzdokumenten angezeigt werden sollen (z.\u202fB. Firmenname, Adresse, USt-ID usw.).<\/li>\n<\/ul>\n<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"831\" src=\"https:\/\/help.cloudwharf.com\/wp-content\/uploads\/2025\/10\/image-118-1024x831.png\" alt=\"\" class=\"wp-image-817\" srcset=\"https:\/\/help.cloudwharf.com\/wp-content\/uploads\/2025\/10\/image-118-1024x831.png 1024w, https:\/\/help.cloudwharf.com\/wp-content\/uploads\/2025\/10\/image-118-300x244.png 300w, https:\/\/help.cloudwharf.com\/wp-content\/uploads\/2025\/10\/image-118-768x624.png 768w, https:\/\/help.cloudwharf.com\/wp-content\/uploads\/2025\/10\/image-118-360x292.png 360w, https:\/\/help.cloudwharf.com\/wp-content\/uploads\/2025\/10\/image-118.png 1287w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ol start=\"4\" class=\"wp-block-list\">\n<li><strong>\u00c4nderungen speichern:<\/strong>\n<ul class=\"wp-block-list\">\n<li>Alle eingegebenen Informationen werden in <strong>Kopf- und Fu\u00dfzeile<\/strong> der Finanzdokumente angezeigt.<\/li>\n\n\n\n<li>Beim Erstellen eines Dokuments werden die aktualisierten Informationen direkt angezeigt. Anfangs sieht es folgenderma\u00dfen aus:<\/li>\n<\/ul>\n<\/li>\n<\/ol>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"Updated-Header-information-in-the-example-Quote\">Aktualisierte Kopfzeileninformationen im Beispielangebot<\/h3>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"933\" height=\"638\" src=\"https:\/\/help.cloudwharf.com\/wp-content\/uploads\/2025\/10\/image-119.png\" alt=\"\" class=\"wp-image-819\" srcset=\"https:\/\/help.cloudwharf.com\/wp-content\/uploads\/2025\/10\/image-119.png 933w, https:\/\/help.cloudwharf.com\/wp-content\/uploads\/2025\/10\/image-119-300x205.png 300w, https:\/\/help.cloudwharf.com\/wp-content\/uploads\/2025\/10\/image-119-768x525.png 768w, https:\/\/help.cloudwharf.com\/wp-content\/uploads\/2025\/10\/image-119-360x246.png 360w\" sizes=\"auto, (max-width: 933px) 100vw, 933px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"Updated-Footer-information-in-the-example-Quote\">Aktualisierte <strong>Fu\u00dfzeileninformationen<\/strong> im Beispielangebot<\/h3>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"928\" height=\"630\" src=\"https:\/\/help.cloudwharf.com\/wp-content\/uploads\/2025\/10\/image-120.png\" alt=\"\" class=\"wp-image-821\" srcset=\"https:\/\/help.cloudwharf.com\/wp-content\/uploads\/2025\/10\/image-120.png 928w, https:\/\/help.cloudwharf.com\/wp-content\/uploads\/2025\/10\/image-120-300x204.png 300w, https:\/\/help.cloudwharf.com\/wp-content\/uploads\/2025\/10\/image-120-768x521.png 768w, https:\/\/help.cloudwharf.com\/wp-content\/uploads\/2025\/10\/image-120-360x244.png 360w\" sizes=\"auto, (max-width: 928px) 100vw, 928px\" \/><\/figure>\n","protected":false},"excerpt":{"rendered":"<p>Unternehmensinformationen, die auf Finanzdokumenten angezeigt werden, k\u00f6nnen \u00fcber das Objekt Unternehmens-Stammdaten konfiguriert werden. Dieses ist bereits mit Daten aus der Salesforce-Organisation bef\u00fcllt. Schritt-f\u00fcr-Schritt-Anleitung zur Anpassung der Unternehmensinformationen Aktualisierte Kopfzeileninformationen im Beispielangebot Aktualisierte Fu\u00dfzeileninformationen im Beispielangebot<\/p>\n","protected":false},"author":4,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"footnotes":""},"doc_category":[28,7],"doc_tag":[],"knowledge_base":[22],"class_list":["post-1311","docs","type-docs","status-publish","hentry","doc_category-einrichten-und-konfigurieren","doc_category-configure","knowledge_base-finblick"],"year_month":"2026-04","word_count":116,"total_views":0,"reactions":{"happy":0,"normal":0,"sad":0},"author_info":{"name":"ivan levytskyi","author_nicename":"ivan","author_url":"https:\/\/help.cloudwharf.com\/de\/author\/ivan\/"},"doc_category_info":[{"term_name":"Einrichten und Konfigurieren","term_url":"https:\/\/help.cloudwharf.com\/de\/docs\/finblick\/einrichten-und-konfigurieren\/"},{"term_name":"Set Up &amp; Configure","term_url":"https:\/\/help.cloudwharf.com\/docs\/finblick\/configure\/"}],"doc_tag_info":[],"knowledge_base_info":[{"term_name":"Finblick","term_url":"https:\/\/help.cloudwharf.com\/de\/docs\/finblick\/","term_slug":"finblick"}],"knowledge_base_slug":["finblick"],"_links":{"self":[{"href":"https:\/\/help.cloudwharf.com\/de\/wp-json\/wp\/v2\/docs\/1311","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.cloudwharf.com\/de\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/help.cloudwharf.com\/de\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/help.cloudwharf.com\/de\/wp-json\/wp\/v2\/users\/4"}],"replies":[{"embeddable":true,"href":"https:\/\/help.cloudwharf.com\/de\/wp-json\/wp\/v2\/comments?post=1311"}],"version-history":[{"count":1,"href":"https:\/\/help.cloudwharf.com\/de\/wp-json\/wp\/v2\/docs\/1311\/revisions"}],"predecessor-version":[{"id":1312,"href":"https:\/\/help.cloudwharf.com\/de\/wp-json\/wp\/v2\/docs\/1311\/revisions\/1312"}],"wp:attachment":[{"href":"https:\/\/help.cloudwharf.com\/de\/wp-json\/wp\/v2\/media?parent=1311"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/help.cloudwharf.com\/de\/wp-json\/wp\/v2\/doc_category?post=1311"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/help.cloudwharf.com\/de\/wp-json\/wp\/v2\/doc_tag?post=1311"},{"taxonomy":"knowledge_base","embeddable":true,"href":"https:\/\/help.cloudwharf.com\/de\/wp-json\/wp\/v2\/knowledge_base?post=1311"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}