The Company Addresses module is used to manage customers, suppliers, authorities, and other business partners. For each company, you can manage identification details, addresses, bank accounts, contacts, business terms, labels, attachments, and summary information about the business history. The module also includes updating data from available registers, including verification of unreliable VAT payers.

Open the module from the menu: Business Partners → Company Addresses

The list shows all companies recorded in Flexi. You can filter companies by company group or relationship type, for example Supplier, Customer, or Customer/supplier.

⚠️ Warning: The only required fields on the company card are Company name and Abbreviation. Fill in the other details according to which Flexi features you want to use – for example, auto-filling data on documents, VAT payer status checks, due dates, contacts, or bank accounts.

After you select a specific option, a table overview of the documents related to the company opens.

⚠️ Warning: Bulk changes are applied to the selected records immediately. Before confirming, always check which group of companies the change will affect.

When the process finishes, a message shows the number of updates found.

If you do not see the Dissolution or Unreliable payer columns in the table, add them to the displayed fields in the column selection settings.

💡 Info: We recommend running the update regularly. While the update is running, you cannot perform other actions in the application. You can stop an update in progress with the Cancel button.

The Unreliable payer field indicates whether the business partner is listed as an unreliable VAT payer.

This flag is read-only. Flexi fills it in automatically after the data is updated with the Update all button.

For the information to be verified correctly, the business partner must have the following filled in:

If the company is listed as an unreliable payer, Flexi automatically selects the Unreliable payer flag on the business partner's card after the update.

⚠️ Warning: If you are a VAT payer and receive a supply from an unreliable payer, you may be at risk of liability for unpaid VAT.

The Update all and Update from the internet buttons can retrieve data only for Czech and Slovak companies. For companies from other countries, data cannot be updated automatically in this way based on the company ID or VAT ID. These records must be maintained manually using available foreign sources.
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⚠️ Warning: For foreign companies outside the Czech Republic and Slovakia, do not expect data to be filled in automatically from a register using the Update all or Update from the internet buttons.

By default, the Update all button updates all business partners to which the update applies. In some cases, however, you may need to exclude specific companies from the update. This typically applies to companies whose data you have edited manually and do not want the bulk update to change.

The next time you use the Update all button, Flexi will skip these companies.

✅ You can tell the setting is correct when the selected companies are not updated during the next bulk update from the register.

After you enter the company name, Flexi automatically suggests a value for the Abbreviation field. You can edit the abbreviation, but it must remain unique.

💡 Info: We recommend filling in the Company group field even though it is not required. It will help you with filtering companies, accounting, and other work with the address book.

Use the Name field to enter the company name as it appears in the commercial register. The name is printed on documents. If the name is longer, you can also use the Name – second line field. The text from this field is printed on the second line on documents.

The Abbreviation field is required and must be unique. Flexi suggests it automatically based on the company name, but you can edit it manually.
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This field is used to enter the business partner's international identification number – typically for electronic communication / EDI or for cases where the partner's identification needs to appear on documents as a barcode for a scanner.

It is important to distinguish it from the EAN of a stock item/product – here it identifies the company/business partner, not goods.

A company group is used to categorize business partners. It helps with filtering, searching, and setting up links in other modules.

The Postal address tab is used to record the delivery address. The postal address is used, for example, when printing an invoice for a window envelope. If the postal address is the same as the billing address, leave the Postal address is the same as billing address field selected.

If they differ, fill in the following separately:

On the Details tab, you set business and operational data that can be carried over to documents.

Use the Due date [days] field if a specific customer should have a different due period than the default for the issued invoice type. When an issued invoice is created, Flexi uses the due period specified on the company card.

The Invoicing limit field lets you set the maximum value of unpaid invoices for the given customer. If the limit is exceeded, Flexi displays a warning when the invoice is saved.

Determines whether the electronic version of the document in ISDOC format should also be attached when documents are sent to this business partner by email. This format is used for machine processing/import of the document in accounting systems. If the customer does not require ISDOC, there is no need to enable this option.

If you select the Sales ban after the due date is exceeded field, it will not be possible to save an invoice or issue slip for a company that has exceeded the set due period.
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The "Mark order as completed when partially invoiced" option specifies that if an order from the given customer is only partially invoiced, the system will still set it to the Completed status instead of Partially completed. Use it when partially invoiced orders from this partner should no longer remain open for further processing.

The texts can be used, for example, on issued invoices or in email communication.

Labels let you further categorize companies according to your own rules.

You can use labels, for example, to mark:

Add a label with the Attach button. If the label you need does not exist yet, create it via Manage labels.

The Summary info tab displays business statistics for the selected company.

Here you can find, for example:

The data on this tab is displayed according to the user's access rights.

Add an attachment with the New button. When inserting, you can choose a file from your computer, a link to the internet, or a link to a file.

The Bank accounts tab is used to record the business partner's bank accounts. Bank accounts are mainly useful for suppliers. When you create a received invoice or a payable, the account marked as Primary bank account can be filled in automatically.

For a bank account, you can fill in:

💡 Info: Bank accounts of Czech VAT payers are downloaded from the VAT payer register during the update.

This message may appear when you create a document if the supplier's or customer's bank account was entered manually and the Registered account flag is not selected.

You can add registered accounts to the address book using the Update all button in the Business Partners → Company Addresses module. During the update, Flexi downloads the available registered accounts for individual companies and marks them as registered.

If you do not want to use the registered account check when creating documents, you can turn it off in the company settings:

⚠️ Warning: After you turn off this option, Flexi will no longer warn you about unregistered company accounts when you create documents.

You can mark one contact as the Primary contact. The primary contact may appear on documents or print outputs, depending on the settings and document type.

The Destinations tab is used to record the business partner's delivery locations. You can use it, for example, when a customer has a different registered office and a different place where goods are delivered.

For a destination, you can fill in:

The Reservations tab displays reservations related to the given company. Reservations are used in connection with warehouse and business processes.

On the Certificates tab, you can record certificates related to the business partner. After you click the "Add" button, you can import a certificate. Use this tab when you need to track documents or attestations for a company in connection with the business relationship.

The Individual prices tab in the company address book is used to record prices agreed directly with a specific business partner. If you set a price here for a specific price list item, Flexi automatically uses it when creating a document for that company instead of the standard price from the price list. This lets you record, for example, contractual sales prices for customers or individual purchase prices from suppliers.

The Contracts tab in the company address book is used to view and record contracts linked to the given business partner. It is used mainly for recurring services or repeat invoicing, such as service contracts, leases, or monthly flat fees. Invoices can then be generated from the contracts according to the configured rules.

The Supplies goods tab in the company address book is used to record price list items that the given business partner supplies. It is therefore used mainly for suppliers. Here you can record the link to goods from the price list, the supplier's item code/name, and optionally the purchase price or the main supplier. The same link can also be seen from the other side, on the goods card in the price list on the Suppliers tab.