Special Functionality: Third Party Management

One of the most complicated situations in the generation of different records throughout our fiscal year, is that the tax entities are every day adding new reports that give more information about who we buy from and who we sell to. These policies are useful for the war on terrorism and other tax evasion malpractices.

In InterFuerza we have made a structural improvement to allow them to better carry these new regulations and allow you to generate reports necessary to meet current and future requirements.

Important to note and is that third parties are all customers, suppliers and creditors that our company makes any type of transaction. This should be included in each accounting record of the general ledger to provide accurate and analytical information on all movements of third parties in the accounting of our customers.

Since February 1, 2016 you have in the administration of customers, suppliers and creditors a dynamic form according to the type of the third party.

Currently, for example, we have the following form in the creation of a customer:

Previously

And as of January 15, 2016 this same form will change to the following:

Then

As we can see, there are special forms for legal and personal third parties, this should generate a consideration when they enter your company from this change:

Todo los terceros serán aplicados con clase «Jurídica».

This will allow our clients to keep them in that class and if they need to change them they can make the changes by editing each of the clients that are personal.

A lot of work?

If your company has more than 100 customers who are personal, we have enabled our team a special plan for these customers, which is to massively update the customers who are personal class. If you have

New reports!

These changes would not be complete if we did not launch the necessary reports to be able to use these new third party management changes. We have designed three (3) new reports which are located in My Financials / Accounting Reports:

Puede probarlos sin ningún problema, recuerde que cualquier consulta no dude en utilizar nuestro canal oficial «Chat de Ayuda» desde su cuenta.

Remember that these reports are designed to analyze financial information at the third party dimension level, which would be very helpful to extract the necessary information for some important reports for the tax entities of each country.

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