Counterparties
Manage relationships, contracts, and profiles of clients and vendors in Witstally.
Counterparties
Counterparties represent any external entity that your company interacts with financially, including clients, vendors, partners, and contractors.
Profile Information
- Name: Legal name or display name of the partner.
- Registry Code: Official company registration number (e.g., ЄДРПОУ / Tax ID).
- Bank Accounts: Add bank details for the counterparty to automate payment matching.
- Agreements: Manage active contracts and terms.
Properly setting up counterparties is key for tracking debts, generating customer/vendor ledgers, and matching bank statement lines.