How to add parties

A party is who cash moves with: a customer (money in) or a vendor (money out).

1. Select the environment, then open its Parties list.
2. Choose a role: customer or vendor.
3. Give a name and, optionally, a stable key (like C00001 or V00001) to reference it consistently.
4. Save. The party is now selectable on entries, definitions, and invoices in this environment.

In-app documentation, version 5. Generated from the product documentation source, so this matches the app exactly.