Third-party database

The Third-party database module of Iziago allows you to manage the third parties to be used in the Payment module. In other terms, it allows you to define for example your employees and suppliers to whom payment transfers should be sent.

Iziago allows you to create third parties either by entering their information in the pages or by importing their information from a text file with separator.

The Third-party database module consists of the following entries:

  • Third parties: to record, import and manage your third parties as well as their accounts
  • Importation history: to import third parties using a text file with separator, manage importation formats and display reports about imported third parties


Rights

Rights must be defined by the administrators in the Users and rights > User administration > Users menu. (If necessary refer to Set user rights).
Note: If your rights are modified, you must log in again so that the modifications are taken into account.

  • To display a third party (and its accounts), you must have the following rights on the Third-party database module:
    • the Display right on the Third parties feature
    • the Use right on the group to which the third party belongs to
  • To add, edit or delete a third party (and its accounts), you must have the following rights on the Third-party database module:
    • the Create, modify & delete right on the Third parties feature
    • the Use right on the group to which the third party belongs to
  • To add, edit or delete a third-party group, you must have the following rights on the Third-party database module:
    • the Create, modify & delete right on the Groups of third parties feature
    • the Use right on at least one group of third party
  • To import third parties using a text file with separator and manage importation formats, you must have the following rights on the Third-party database module:
    • the Create, modify & delete right on the Groups of third parties feature
    • the Use right on the groups to which must be added the imported third parties.
      Note: If a third party must be added to a group on which you have no right, the corresponding line is in error.
  • To display a third-party importation report, you must have the following rights on the Third-party database module, the Display right on the Third parties feature.