Partner list
The list of partners (customers, suppliers, client companies) with filters, row actions and direct links to the partner's invoices and account statement.
The Partners menu shows every company in one place: customers, suppliers and your own client companies. From the list you can edit, start a tax authority lookup and jump to the partner's invoices or account statement with one click.
Searching and filtering
- Open Partners.
- In the filter panel choose Company group and the company, or type part of Partner name, Tax number, Tax number (HU), an address or a bank account number.
- Narrow by Validity or with Has address / No address.
- Click Filter. The filter stays in the address bar, so returning from editing shows the same list.
The filter offers only company groups and companies you have access to.
Row actions
| Icon | What it does |
|---|---|
| blue edit icon | opens the partner's data sheet |
| NAV query | fetches the partner's data from the tax authority |
| green tick / yellow ban sign | Enable / Disable |
| Invoices as supplier, Invoices as customer | opens the invoice list filtered to the partner |
| Account statement | opens the partner's account statement |
| red bin | Delete |
Only the icons you have rights for are shown.
Warning: deleting a partner is final, and the system does not check whether invoices or contracts belong to it. For a partner in use, Disable is the safe way.
Example
The accountant looks for Example plc's supplier invoices: type "Example" into Partner name, click Invoices as supplier in the matching row, and the invoice list shows Example plc's invoices.