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Contact Relationships
Contact Relationships

Associate a contact relationship to improve segmentation and reporting.

Updated over a month ago

Q1. Can I add new Contact Relationship options?

  • Contact Relationship options are pre-defined. You can only select from the following:

    • Associate Company

    • Director / Shareholder

    • External Party

    • Employee

    • Family Member

    • Joint Venture

    • Key Management

    • Parent Company

Q2. What reports can I use Contact Relationships in?

  • You can use Contact Relationships in the following reports

    • Ledger

    • Aged Receivables (Summary)

    • Aged Receivables (Details)

    • Aged Payables (Summary)

    • Aged Payables (Details)

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