On this page you can create or edit new types of counterparty, statuses, characteristics and nomenclatures. The screen is divided in three main sections: Header (1), Tabs (2) and Results (3).
In the Header (1) section you have three green buttons for creating a New Status, New Property or New Nomenclature (3).
Depending on which of the Tabs (2) you click, you will see a different Results (3) section. Respectively Account types, Statuses, Characteristics, Nomenclatures.
In the Account types tab, you have a search bar which allows you to manually search for accounts, on the right side of the search bar you have four buttons, respectively for clearing the search bar, opening all of the account types, closing all of the account types and exporting to XLS. When you close all of the account types, you will see a list with the main ones: Client, Supplier, Bank, Company, Government Institutions, Holdings. For each account type, you can see the ID, Code and Sort Order # that are described in the table below.
| Column | Meaning |
| Account | Shows the account type (Client, Supplier, Companies, Government Institutions, Holdings. |
| ID | Shows the ID of the account |
| Sort Order # | Shows the number of the order |
You can add New Account Type, Successor of
Client or Supplier with the green (+) button. You can change
permissions of every account type, also you can edit it.
Plus
some additional buttons:
| Column | Meaning |
| Add/Edit Partner Type | |
| Editing Permissions | |
| Editing the Partner Type | |
| Deleting an account type |
In
the Status
tab, you can find a blue magnifier in the top left corner which
allows you to search manually for a specific status. Every status is
characterised with Position, Code, Name and Number of Clients which
are described in the table below.
| Column | Meaning |
| Position | Shows the position of the status (Up/Down) |
| ID | Shows the ID of the status |
| Name | Shows the name of the status |
| Number of Clients | Shows the number of clients for this status |
Plus
some additional buttons:
| Column | Meaning |
| Editing the Status | |
| Stop/Start Status | |
| Deleting the Status |
With
the blue arrows at the beginning of every line, you can change the
position of a specific status.