WORKFLOW GUIDE

Adding a customer or supplier

Consistent partner records support invoicing, settlement and balance review.

Essential steps

  1. 01

    Search existing partners to avoid duplicates.

  2. 02

    Enter the tax identifier and verify company details.

  3. 03

    Add contacts, payment terms and details needed for documents.

Check before moving on

Work in the correct company and period. Review source documents, amounts and access permissions before posting or submitting.

Customers and suppliers