Add a third party

Iziago allows you to add third parties either by entering their information in the pages or by importing their information from a text file with separator. This section explains how to add a third party entering its information in the pages. If you wish to add third parties using a text file with separator, refer to the Import third parties from a text file with separator procedure.

Adding a third-party consists of:

  1. Entering the information of the third party
  2. Creating the third party’s accounts


Entering the information of the third party


Prerequisite: Refer to Rights. Learn how to set user rights.


Access in Iziago: Third-party database > Application > Third parties
  1. Click on + Add a new third party. The Add new third party screen is displayed.
  2. In the Group drop-down list, select the group in which the third party must be added. Assigning a third party to a group will allow you to find it easily later on, in the Payment module for example. You can assign a third-party to a group only if you have the right to use this group; groups that you have not the right to use are not displayed.
  3. In the Country drop-down list, select the country in which the person resides or the company's country. New fields are displayed.
  4. In the Type field, indicate whether the third-party is a company or a person.
  5. In the Third-party name field, enter the name of the third-party.
  6. You can enter the Internal identifier field. It allows you to recognize your third-party other than by name or by company name.
  7. You can enter the third party's email address in the Email field. It allows you to send a transaction notice when you are sending them a transfer.
  8. You can complete the additional fields. Click on the buttons at the right hand corner of a section to expand or collapse it.
  9. In the Third-party account section, enter the information related to the third-party's account. You must at least enter the account number type, the account number, as well as the bank country.
  10. Click on the Save button. The created third-party is displayed in a table in the Third parties screen. If you wish, you can add another third-party by clicking again on the + Add new third party button.

Add a new bank account to a third-party

Prerequisite: Refer to Rights. Learn how to set user rights.


Access in Iziago: Third-party database > Application > Third parties
  1. Display the third-party for whom you wish to create a new account. To do so, select the Third-party Database > Application > Third parties menu. In the Search section, enter the desired search fields, then click on Display. The third parties corresponding to your search are displayed in a table.
  2. Click on the desired third-party. The Edit third party screen is displayed.
  3. Click on the + Add new account button. The Add new account screen is displayed.
  4. Enter the information related to the third-party's account. You must at least enter the account number type, the account number, as well as the bank country.
  5. Click on the Save button. The new account is added to the accounts table in the Third-party accounts section.