Contacts XBert

For keeping detailed records of transactions with each contact.

Marsha Galicia avatar
Written by Marsha Galicia
Updated over a week ago

The Contact (object) helps organize contact information for tenants. It stores details like business names, addresses, financial data, and more.
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โ€‹Key Properties:

  • Business Name: Name of the tenant's business. e.g. "XYZ Company"

  • ABN: Australian Business Number associated with the tenant. e.g. "51 824 753 556"

  • Address: Street and postal address details. e.g. "123 Main Street", "10001"

  • Accounts Receivable/Payable: Money owed or due by the tenant. e.g. "$5000.00"

  • Accounts Receivable/Payable Overdue: Overdue Amount owed or due by the tenant.

  • Creation Time: When the contact record was made. e.g. "28/03/2024"

  • Payment Terms: Agreed-upon payment conditions.

  • Bank Account Details: Tenant's banking info.

  • Bank Account Name: Name associated with the tenant's bank account.

  • Accounts Receivable/Payable Tax Type: Tax type associated with accounts receivable or payable.

  • Discount: Any discount offered.

  • Company Number: Tenant's company identifier.

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