Accounting
Contacts and articles
Customers, suppliers and the article catalogue.
Contacts: customers and suppliers
A paged list with filters All, Customers, Suppliers, tag filter and Show archived; tick boxes for bulk actions; Export contacts (CSV), Import, New contact. A contact has a form (type, B2B flag, VAT ID, address, e-mail) and a page with Overview, Turnover and History. The import page takes CSV or XLSX up to 5,000 rows, with a template.
In short
Customers and suppliers are master data reused by invoices and bookings. New suppliers found by the AI arrive marked 'Proposed, please confirm'.
Try it
Open the Hangzhou contact page.
Tick two rows and look at the bulk actions.
Good to know
- VAT IDs are checked for validity; made-up IDs are refused.
Article catalogue (empty)
Empty in the demo
The screen exists but holds no data for the demo client.
Settings, Invoices and letters, Articles: 'No articles yet', with New article and Import.
In short
An article fills name, unit, price and VAT rate into an invoice line. The invoice editor searches articles as you type.
Good to know
- Unit table follows UN/ECE codes, per the docs.
