Learning level
42/100
Learning level
42/100
Guide type
User Guide
Audience
Lite users
Sections
4
Create customer, supplier or other party accounts so transactions and ledgers are associated with the correct business relationship.
What this guide covers
Quick facts
Use Add Party from Quick Actions to create an account for a customer, supplier or another party you transact with.
Choose a recognizable party name so it is easy to select in Sales, Purchase, Payment, Receipt and ledger views.
Sales and Purchase selection focuses on business party accounts such as debtor/creditor relationships. Choose the appropriate account classification during setup.
Open Party Ledger to see the party’s transaction history and balance rather than relying only on individual vouchers.