Managing counterparties

This page illustrates how to manage counterparty information in the Counterparty module. Users can view both identified and unidentified counterparties and create counterparties manually or quickly based on unidentified ones. Additionally, the document covers how to edit and delete counterparties, as well as how to use the batch import feature to upload counterparty information.

Counterparty List

1. On the project homepage, navigate to the Accounts page

2. Switch into the Counterparty tab to view counterparty information

3. Counterparties are categorized into two: Named and Unnamed.

   1. Named: These are saved contacts, including details such as name, type(individual or organisation), account information, indentification code, contact information, tags and notes.

   2. Unnamed: These are counterparties automatically read from the transaction list but not yet saved as named counterparties. They usually only contain account information.

Adding Counterparties

1. Manual Creation: You can manually create a counterparty by entering details such as name, type, account information, identification code, etc. The system will check if the account already exists to avoid duplicate entries.

2. Creating Unnamed Counterparty: You can quickly create a counterparty by filling in additional information based on an unidentified counterparty. Alternatively, you can merge an unidentified counterparty into an existing one.

Editing a Counterparty

1. In the named counterparty list, click the "Pencil" icon on the right to make changes.

Deleting a Counterparty

1. In the identified counterparty list, click the "Thrashcan" icon on the right to delete the counterparty.

Batch importing of Counterparties

1. Click on the "Import" button in the upper right corner of the counterparty tab, download the import template, and fill it out accordingly

2. Upload the CSV in the template's format to import counterparties in bulk.