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Contractors

The system uses the contractors directory. Once contractors are added into the directory, the following information will be displayed on the list:

  • INN: the tax identification number of the payment recipient
  • Contractor: the name of the payment recipient
  • Additional info: any additional information

How to add a new contractor​

Click the New button on the action bar. The Adding a contractor dialog box will appear. Fill in the fields and click Add.

When a payment order is signed, the recipient is added to the Contractors directory automatically.

What data about contractors is stored in the directory​

Click an entry in the contractors list to see its details.

The information available on the contractor's information page is divided into several tabs:

  • Accounts
  • Contacts
  • Mutual settlements
  • Templates

Accounts​

The following actions are available on this tab:

  • Adding a new counterparty account. Click the Add link and enter the necessary information into the fields of the Add account dialog that appears.
  • Editing a contractor's account. Click the account record which information you want to change. In the Edit account dialog box, make the necessary edits and click Save.
  • Adding to trusted. Right-click the required record and select Add to trusted in the context menu.
  • Removing a contractor's account. Right-click the required record and select Delete, or click Delete in the Edit account dialog box.

Contacts​

The tab displays the list of the contractor's contacts.

The following actions are available:

  • Adding a new contact. Click the Add link and enter the required information in the fields of the dialog box that appears.

  • Editing a contact. Click the contact record you want to edit, the Edit contact dialog box will be displayed. Make the necessary edits and click Save.

  • Deleting a contact. Right-click the required record and select Delete, or click Delete in the Edit contact dialog box.

Mutual settlements​

The tab displays a list of events filtered by contractor.

Templates​

The tab displays a list of payment order templates for the contractor. The following actions are available:

  • Opening the template view page. If you click an entry in the list of templates, the template view page will appear.
  • Customizing the list. To customize the display of columns, click the right arrow button and select the columns you need in the dropdown list.

How to edit a contractor's data​

If you need to make changes to an existing contractor's information, click Edit on the contractor's information page. Make the necessary changes and click Save.

How to delete a contractor​

To delete a contractor from the directory, click the Delete button in the upper menu bar.