Adding a partner and the partner data sheet
Recording a new partner and the partner data sheet: basic data, addresses, bank accounts, persons and signatories, storage rules and tax authority connection.
The partner data sheet keeps all partner data in one place: name and tax number, addresses, bank accounts, the company's persons and signatories, and which storage the partner's documents go to.
Recording a new partner
- In the Partners list click the blue + button at the top right.
- For a Hungarian company, under Fill from NAV type the first 8 digits of Tax number (HU): the system fills in name, tax number and addresses.
- Check or fill in Partner name, Partner short name, Tax number, EU tax number and Statistical number.
- Choose the Company group; a new group can be created with New company group.
- Click Save. The form stays open, and the other tiles can now be filled.
| Field | Rule |
|---|---|
| Partner name | required, 1–255 characters; an active company of the same name only gives a warning |
| Tax number | the first 8 digits must not match an existing partner |
| Statistical number | empty or exactly 17 digits |
If your subscription limits the number of companies, above the limit the partner is not saved and an upgrade is offered.
The tiles of the data sheet
- Addresses: Add address – Address type, Postcode, City, Street, Number etc.
- Bank accounts: Add account – Account number or IBAN; Identify bank brings the number into a uniform format and finds the bank. One can be marked Default.
- Persons: use Add person to assign the company's persons with a Position; tick Signs for the signatories (several allowed).
- Storage rules: Add rule – Object type, Storage account, Target storage, Target folder; this sends, for example, the partner's invoices to a Drive folder. Create folder opens a new folder.
- Tax authority connection: visible only with the right: Technical user, Password, XML signing key, XML exchange key, plus the QUiCK API key and FoxPost connection. An API key left empty is unchanged; to remove it tick Remove the saved key.
Example
On Sample Ltd.'s sheet add the account "11111111-22222222"; after Identify bank it shows in 24-digit form with the bank name. On the Persons tile assign Anna Kovács as "managing director" with Signs ticked. She can then be chosen as signatory on contracts.