In the Company Addresses module (in the left-hand menu), you keep records of your business partners. You need to create these records before you start entering documents.
You can choose between two methods:
entering addresses manually
importing from Excel, which is suitable when you have a large number of addresses.
When entering addresses, do not fill in the details on the Bank Details tab. To fill them in, use the Update all from the internet function in the three-dot menu below the list of company addresses. For more information, see the article about the address book.
Entering addresses manually
If you decide to add companies to the address book manually, you can do so in the Company Addresses module by clicking the New button.
Simply type part of the company name or the company ID (IČ), and all companies with matching data from the ARES register will be suggested. Once you select a company, all of its details from the register are filled in automatically.
In the tabs below the form (the More options section), you can then add further details, for example if the mailing address is different, or you can upload a document related to the company to the Attachments tab.
In the bottom row of tabs, you can then add contact persons, bank details (which you can also fill in using the Update all from the internet function, as described above), or a delivery location. After you issue documents for the company, you will see them in tabs such as Issued Orders, Received Orders, and so on.
