Help / Contacts and organisations

An organisation

The search bar on Start; or the name on a contact, an expense or a task.

The name and identifiers, what kind of organisation it is, how to reach it, who practises there and as what, its locations and its child organisations, what is outstanding for it, and its log. Payment details are not shown here.

Expenses lists what has been paid or is owed to it, newest first, with how many there are and how many are unpaid. Each line names which of your organisations the expense belongs to, so a supplier paid by two of them shows which owes what, then its type, reference, whether it is paid or when it is due, and Open for its document; pressing the line opens the expense.