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Definition

A partner represents a counterparty involved in your accounting processes. Partners are the third parties used in accounting: customers, suppliers, and employees. They are required to post receivable/payable/payroll-related entries and to drive reconciliation flows.

Purpose

  • Serve as the reference entity for transactions in the accounting system.
  • Maintain accurate accounting records by linking transactions to the correct accounts.
  • Provide additional metadata such as contact information, payment terms, and tax information.

Relationships

  • Always referenced by invoices. Possibly also in financial entries, and journal entries.
  • Can have default ledger accounts for automatic posting in journal entries.

Endpoints

Clients

Suppliers

Employees

See also