This guide contains instructions for adding a person to the register.
Adding a person
To add a new person, go to the Person register through Registers/Business partners/Add person.
The Add person function opens the New person’s basic info view, where you can enter the person information, such as the name, contact information, social security number and bank account number. The social security number and bank account number must be entered in the person register before you can create salary slips for this person.
If the social security number is missing, you can use an artificial social security number. For males this is ddmmyy-XX1X and for females ddmmyy-XX2X. The bank account number must be entered to enable salary payments to the person.
When you have entered all the necessary information, click the Save button to save it.
Entering default dimensions in the person register
Enter default dimensions in the person register in Defaults/Default dimensions.
Select the appropriate dimension and the items that belong to it and click Save.
Entering default products in the customer register
Besides default dimensions, you can also specify default products to the person. The default products are added automatically to the person’s travel or expense invoice. To enter default products, go to Defaults/Default Products.
With default products you can select products from the Procountor product register. Add products by clicking Add and then search and select products from the product register using the Search products and Select product buttons. Finally, Save any changes. You can edit the default products’ information person-specifically. You can e.g. specify a different price, different discount or different VAT for this person, for example tick the box Different price and then update the sum in the cell Price.
Searching the person
To search persons entered in the person register, go to Salaries/Person register. Enter the person’s Name and select Search persons.
You can use the Add to invoice button to create e.g. an expense invoice belonging to that person.