General data
Clicking on any subject opens the panel with General data all the information about this subject.
The panel can be logically divided intro three parts:
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IMPORTANT
When adding new subject Quick add subject function appears which uses data from the webservice, in this case from the National Agency for Public Legal Records (e. g. AJPES in Slovenia).
Quick add subject - Enter the VAT number or partner name, and click Enter or the  (Search) button, and the program will search the database for relevant subjects.
No. of results - Specify number of owners.
County - Specify search country.
Search subject - By selecting button data is added to subject register.
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Active
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An enabled toggle button shows that the subject is active and shown on all documents.
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ID
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A short company name with letters, numbers etc. The code can have a maximum of 30 characters.
By default, the subject code is the actual company title (e. g. Supplier Ltd.). You can also enter a numerical code into this field (e. g. 0000000001). You can enter subject codes manually at a time or, if you have a PANTHEON license, you can let the program do the numbering (more at Automatically Assigned Subject IDs).
It is not recommended to use special system characters and punctuation marks for subjects codes (e. g. < > ‘ : “ / \ ? *).
A code is mandatory data.
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Name
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Additional subject’s title or long company name.
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Address
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Subject address (street, house number, city, etc.).
If you change the address for a certain subject, it will change on all documents.
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Post
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Subject postal code (can be selected from the drop-down menu).
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Country
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Country of the company’s head office.
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| Location |
A geofencing location code list is a list of codes for specific geographic areas. |
| Payer |
Payer from Subject register. |
| Business Documents |
From the drop-down list, select the business type with this subject.
The options available are:
- Traditional and Electronic: if you select this option, the option of using the e-Slog is the default.
- Electronic: only select this option if you only conduct business with this subject electronically.
- Only paper: select this option if you only conduct business with this subject by paper documents.
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Tax number
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The two-character country code and tax number used for tax identification purposes.
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Registration no.
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A unique identification number of each unit in a business register, assigned upon entry in the business register by the registry administrator; it does not change.
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Note
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The text field Note is intended for entering notes on any subject. Entries can have max. 4096 characters. Notes are used in some reports.
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Add another contact to the list of Contact data. |
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Delete existing contact information. |
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Type of contact
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Type of contact from the drop-down menu: an email address, a phone number and/or a website link.
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| Contact value |
Value of the contact |
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Note
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Text note for the selected type of contact.
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Select one or more subject types n in toggled fields
- Customer
- Supplier
- Bank
- Warehouse
- Department
- Municipality
Add subject bank accounts.
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Add new bank to the list. |
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Delete existing bank information. |
| Line |
The consecutive line number in accounts (It is generated automatically by the program). |
| Bank |
Enter or select the bank where the account was opened. |
| IBAN Prefix |
Based on the entered TRR, the IBAN prefix is automatically calculated. |
| IBAN expression |
Based on the entered TRR, the IBAN prefix is automatically calculated. |
| Account number |
In this field enter the account number. |
| Reference |
Enter the default reference number (partial or complete) which is included in the credit reference. |
| Purpose |
Payment purpose for each entered account. |
| Blocked |
If checked, the account is blocked. |
| Note |
Enter any note to the bank account, e.g. purpose of use. |