¶ Counterparty card
Open in CRM: /counterparties/9635
One counterparty in full: contacts, settlements and documents. Opened by clicking the name in Counterparties.
¶ Contacts
A table of people on the counterparty's side: Full name, Position, Phone, Email. The counterparty is an organisation; the contact is who you actually call.
¶ Settlements
Date, Operation, Debit, Credit, Balance — the running account with this counterparty. The balance in Counterparties is the last line of this table, which is why the two must always agree.
¶ Reconciliation export
The card exports a reconciliation statement (right COUNTERPARTY_RECONCILIATION_EXPORT). It is the document you send to the counterparty when the two sides disagree — send the statement, not a screenshot of the balance.
¶ Related pages
Counterparties · Counterparty types · Transactions · Common screens