Contents and search
Contacts
Find and manage customers, suppliers and other parties within one administration.
A contact is a person or organisation belonging to one administration for financial actions or relationship management. The same party in another administration is a separate contact there.
Step by step
- 1Open Contacts in the administration in which you want to work.
- 2Search by a recognisable name, company name or available contact details.
- 3Open a contact to review address, roles, relationships and financial overviews.
- 4Before posting, check that you selected the correct party, especially for similar names.
- 5Add a new contact if the party does not yet exist in this administration; do not silently copy it from another administration.
What is on the screen?
- Contact number, name and contact type
- Business and address details
- Contact roles and relationships
- Outstanding amounts by direction
What happens next?
The list and search remain limited to the current administration. Sensitive identification details and free notes are not displayed as general search text.
Continue reading
Add a contact
Add a person or organisation using only the details needed for the relationship.
Read guidance →Link contacts
Record a recognisable relationship between two contacts in the same administration.
Read guidance →Sales, receivables and receipts
Understand how a sale, open receivable, receipt, credit note and refund relate to each other.
Read guidance →