Accounts & parties

Every party, account and price on one directory.

Keep every customer, supplier and broker — plus your own ledgers and price structures — in one searchable directory with full history.

What’s inside accounts & parties.

3 areas

Parties

Every party you deal with, with their contacts and the criteria that match them to terms.

Party
the customers, suppliers and brokers you trade with
PartyContact
the people to reach at each party
PartyCriteria
rules that match a party to price or terms
PartyPortalAccount
login for the party's self-service portal

Company accounts

Your own ledger accounts, how they group up, and the price lists tied to them.

CompanyAccounts
your firm's own ledger accounts
AccountGroups
accounts rolled up for the balance sheet
AccountPriceStructure
price lists attached to an account

Find & history

Search any account and open its complete running history and directory.

AccountsFinder
fast search across all accounts
AccountHistory
every transaction on an account
DirectoryBook
address book of parties and contacts
One ledger

Every master here feeds straight into production, inventory, sales and finance — no re-typing, no second source of truth.

Final scene · yours to write
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