Accounting
Maintain counterparties
Keep customer and supplier identities, tax details, roles, and tags ready for invoice and accounting use.
When to use it
- Create a customer or supplier
- Assign both roles to one organization
- Maintain tax identifiers and firm tags
Before you begin
- Open the client workspace
- Prepare the counterparty’s official identity and tax details
How to use it
- 01
Open Counterparties
Use All, Customers, or Suppliers depending on the task.
- 02
Create or open a record
Enter the official name, roles, identifiers, addresses, and contact information.
- 03
Apply tags
Use available firm-managed tags to support consistent filtering and review.
- 04
Save and verify
Confirm that the record appears in the correct role list before using it on an invoice.
System screenshot
What happens next
The counterparty can be selected in relevant invoice and accounting forms.
Good to know
- One organization may be both a customer and supplier.
- Avoid creating a second record when the tax identifier already exists.