Subjects

The Subjects register is one of the most frequently used registers. It includes all data about subjects involved in the business process (legal entities, individuals, employees, etc.). You can open it directly from the menu or by pressing the function key.

Here are contained all subjects that can be entered into a document, regardless whether they are customers, suppliers, carriers, or other.

The tree view of the Subjects register has several nodes. Some nodes have a checkbox, where you can select whether the current subject is a customer, supplier, bank, municipality, warehouse, department. Every subject is usually at least one of the above, but it can of course belong into multiple groups. For example, a customer can be a supplier at the same time. The other nodes are used to enter additional information (notes, etc.).

General - Includes basic data about the subject and contact person/s. The subject is further defined in the following sections: Bank Accounts   It contains data on subject's domestic bank accounts as well as its foreign currency bank accounts.   Customer It contains commercial data about the subject as a customer. Financial Details The Financial Details subpanel contains financial information about a subject as a customer.   Contract Prices   Here is displayed price list of the subject as a customer.   Supplier It contains commercial data about the subject as a supplier. Financial Details The Financial Details subpanel contains financial information about a subject as a supplier. Contract Prices  Here is displayed price list of the subject as a supplier.   Bank  Here you can enter foreign currency exchange rates.   Municipality  This panel contains information about municipalities (contributions, bank accounts, taxes, etc.).   Warehouse Here you can enter warehouse information.   Department    Here you can enter information about an organizational unit of your company.   Employee Allows access to employee information.   institution  Contains information about institutions (for example, educational institutions, job safety institutions, etc.).   Note Here you can enter and view any notes to the subject. Custom Fields Contains custom fields for subjects. It can only be used if you have previously entered required settings in the Program Parameters. Documents Provides an overview of subject's documents.

The user cannot see all panels if not assigned proper authorizations.

Additional functions are available in taskbar.

Click to enter a new subject.