...
Open Parties in the navigation bar. The list shows all parties saved for the company.
The columns of the list
By default, the list shows a wide set of columns. The gear icon button next to the search field opens the column configuration panel, where you can choose which of them to show:
- Party — whether the party is a Company/Community or a Person.
- Name — the party’s name. Clicking it opens the single party view.
- ID/Registration code — the party’s customer number and business registration code (for example a Finnish Y-tunnus).
- Additional information — a free-text note saved for the party.
- Role — whether the party is a Tenant or a Lessor.
- Street address, Postal code, Post office, Country — the party’s address.
- Language — the language used for the party’s documents and communication.
- Phone number, Email address — the party’s own contact details (not the same as the separate Contact information / Invoicing contact information saved in the single party view).
- Invoicing ID, Invoicing ID 2 — e-invoicing identifiers used to match incoming and outgoing e-invoices to this party.
- Trade name — a business name used in addition to the registered Name, if any.
- Domicile — the party’s registered domicile (municipality).
- VAT liable — whether the party is liable for VAT.
- Party category, Party properties, Party group — company-specific classifications maintained in the Administration section, used for filtering and reporting (for example Corporate tenant, Preferred customer).
Searching and filtering
The view can be narrowed down by searching a party directly by name, or by activating opening the more detailed filters with the Filters button:
- Party — shows only parties of the selected type (Company/Community or Person).
- Name of party — shows the party with the selected name.
- ID/Registration code — shows the party with the selected registration code.
- Role — shows only tenants, or only lessors.
- Party category — shows only parties of the selected category, for example only Corporate tenants.
- Party properties — shows only parties with the selected property, for example only Preferred customers.
- Party group — shows only parties belonging to the selected group.
Clicking the link in the Name column opens the single party view. New parties are created via the Functions menu.
...