Companies list

The Companies list holds every customer and supplier. Use it to find a partner, open its card, check who owes you money and start a new company record.

Open it from Catalogs → Companies.

1  Create New

Opens the empty company form — see Creating a company.

2  Configure Columns

Choose which columns the list shows (code, name, tax code, city, country, post code, address, region). Saved per user.

3  Tabs

• Companies — everyone.
• In Debt Buyers — customers with unpaid invoices, with the open amount.
• In Debt Suppliers — suppliers you still owe.
• Buyer advances / Supplier advances — prepayments not yet matched to an invoice.

Type into Filter companies to search by code or name inside the current tab.

4  Actions

Bulk actions for the ticked rows: export, merge duplicates, assign to a company group, send a newsletter. The icons at the end of each row open the company's turnover (all documents with this partner) and the edit form.

Related

• Creating a company
• Bank statements — matching payments clears the debts shown here