Groups Tab

This tab contains the relation between the administrations and the specific organisation (e.g. is the organisation a customer or a supplier for this company). It also contains some default transaction information for the organisation, which will make sure that when working with transactions these defaults can be pre-filled automatically after selecting the organisation.

In this case, the organisation is a “supplier” in company HOV, has supplier code 110 and has a payment term of 30 days.

The option ‘has important remark’ can be used, to show a pop-up whenever you are entering a transaction.

The creation of a new organisation record works in a similar way as creating a new organisation when working within a transaction.

You can navigate through field using the ‘Enter’ button on your keyboard and CTRL+Enter will direct you to the save button to save any changes.