Subject general data

Delete

After clicking Delete, to actually delete a subject you must once again confirm the selection in the warning message, by clicking the Yes button. Clicking the No button will stop the process of deletion of a subject.

IMPORTANT The subject, for which the document already exists, cannot be deleted and the program displays a notification.

Save

Saves the subject or the changes into the register.

X (Exit)

Stops the process and returns to the Subjects register.

Quick add subject

Imput the VAT number or the subject name and click Enter, or the search button . The program will search the AJPES database for relevant subjects and display the Select subject list.

Choose (mark the checkbox ) the desired subject on the list and by clicking the Select button, you move it to the Subjects register.

Show

The number of results, which will be displayed on the Select subject list.

For country

Select a country where the subject, which you are looking for with the use of the Quick add subject feature, is from.

Active

If this toggle button is enabled (colored), the subject is active and is displayed on all the documents.

ID

The ID of the subject is a label, for which you can use a shorter name of the company, a number, a letter, etc. The ID can have a maximum of 30 characters. By default, the ID of a subject is their actual name (e.g. Supplier d.o.o.). You can also enter a numerical ID (e.g. "000000001) into the subject ID field.
The subject ID is mandatory.

Name

You enter the additional name of the subject or the longer name of the company into the Name field.

Address

You enter the address (street name, town, house number).
If you are changing the address for a specific subject, it will be changed on all documents.

Post

Select a postal code from the dropdown list. You can enter SI-1231 or just 1231.

Country

From the dropdown list, select the country where the company has its headquarters.

Tax no.

The tax number or the identification number for VAT.

Registration no.

A unique identification of each individual unit of the business register, which is assigned by the register operator at the enrolment into the business register, and remains unchanged.

Bank acc.

The domestic bank account of the subject. By clicking the button, the Subjects accounts window for managing accounts will open.

Type of contact

Select the type of contact from the dropdown list. Email, Fax, Phone, or Link.

Contact data

The input of contact data for the selected type of contact.

(Add)

Clicking the plus button adds the contact data into the register.

Note

Customer

The enabled toggle button (colored yellow) marks the subject type as Customer.

Subjects marked as customers will be shown on the documents for customers.

Sell-to

There is a register with predefined options in the background of this selection:

• VAT registered – sale to domestic VAT registered customers, identified for VAT (selected by default),
• End customer – sale to domestic and foreign non-VAT registered customers,
• Export – export of goods to third countries,
• Export – EU – export of goods into EU countries.

When changing the sales type, accordance with the entered identification number for VAT is also checked.

Supplier

Enabled toggle button (in yellow) marks the subject type as Supplier.

Subjects marked as suppliers will be displayed on documents for suppliers.

Method of procurement

The method of procurement data is crucial for the correct VAT records.

In the dropdown menu, you can select from the predefined possibilities:

• Domestic – taxpayers – the purchase of goods and services from domestic VAT registered customers (selected by default).
• Other/Non-taxable persons – the purchase of goods and services from domestic and foreign non-VAT registered customers (including EU members)
• Import – import of goods from third countries.
• Import – EU – import of goods from EU VAT-registered customers, if the subject is identified for VAT purposes in one of the EU members.
• Non-resident – the purchase of services from suppliers of third countries and of the EU, where tax must be paid according to the self-imposed tax principle.
• Flat rate – purchase with 8% VAT