New partner by tax number and the partner's persons

Fill in a new partner from NAV data using the first 8 digits of the tax number, and record the partner's persons with position, signing authority and contact details for this partner.

When adding a new partner you do not have to type the company data: from the first 8 digits of the tax number the system fills in the name, the full tax number and the addresses from the Hungarian tax authority (NAV). For an existing partner the Persons of this partner card records who works there in which position, who may sign, and which phone number and e-mail address they use with this partner.

Filling in a new partner from NAV

Open Partners → Partners and click the blue plus button at the top right.
On the New partner by tax number card type the tax number into Hungarian tax number (first 8 digits are enough).
Click Fill from NAV (cloud icon) or press Enter.
The system fills in the partner name, short name, full tax number, the group VAT number if there is one, and the addresses, then shows: "The NAV data has been filled in — check it and save the partner."
Check the data and click Save at the top right. On success: "Success: You have modified the company!"

If a partner with the same core number already exists, leaving the name field shows: "Warning: A company with this tax number already exists." Saving is then refused. A matching name only gives a warning.

The card appears only for a new partner and only with the NAV query right. Filling in does not save: you start the save. The NAV query and VIES buttons next to the tax number now only check validity and no longer overwrite the name.

Persons of this partner

Open an existing partner for editing.
On the Persons of this partner card click Add person and search the person in the person master. The new row appears marked "Not saved yet".
Choose the Position (for example managing director, accountant, contact person).
If the person signs on behalf of the company, switch on Signs. Several signatories can be marked.
In Phone for this partner and E-mail for this partner choose which contact is used with this partner; by default "The person's default" is set.
Click Save: the link is created only when the partner is saved.

Fields shown only for client partners

The accounting policy (exchange rate), automatic recovery fee and default interest, the Google account, the partner drive and the NAV API and other API cards appear only if a group is chosen in Company group. They are saved even when hidden, so no data is lost.

Example

The administrator types 12345678 and clicks Fill from NAV. The form is filled in: Sample Builder Ltd., tax number 12345678-2-41, registered address. After saving, on the Persons of this partner card Anna Kovács is recorded as managing director and signatory, with her company mobile number.

Related topics: NAV query tax number persons signing authority

Request consultation Back to home