USER GUIDE
User Guide
Partner Management / Partner overview
Partner overview
Partner registry
In the Master Data > Partners menu you'll find all supplier and customer data. The partner registry automatically grows as new invoices arrive.
Partner list (table)
The partner list displays the following columns:
•Name — The partner's name (searchable, sortable).
•Tax number — Hungarian or EU tax number (searchable, sortable).
•City — The partner's registered city (searchable).
•Bank account number — Hidden by default, can be toggled on.
•Supplier / Buyer — Icons indicate whether the partner is a supplier, buyer, or both.
•Invoice count — Number of invoices belonging to the partner (sortable).
•Total expense — Total gross amount of inbound invoices in HUF (sortable).
•Total revenue — Total gross amount of outbound invoices in HUF (sortable).
The list can be filtered by supplier and buyer type.
Partner editing
On the partner edit page, the following data can be modified:
•Basic data — Name, tax number, full name, short name, community tax number (with VIES validation).
•Address — Country code, postal code, city, street name, public place type, street number, floor, door, formatted address.
•Banking — IBAN, default bank account number, bank account number.
•Partner type — Supplier and/or buyer toggles.
Partner invoices
At the bottom of the partner edit page, all invoices belonging to the partner are displayed in a table (invoice number, direction, issue date, due date, gross amount). Clicking an invoice takes you directly to its edit page. You can select invoices and bulk download them as a ZIP file.
Automatic partner creation
When an invoice arrives from a new partner (NAV sync, Billingo, email import or manual upload), the system automatically creates the partner in the registry.
