The Correspondents directory contains information about individuals and legal entities that the restaurant works with. Correspondents are used to configure agency or commission payments and import bank statements.

• Individuals — counterparties that the restaurant works with. For example, employees for salary payments.
• Legal entities — legal entities not belonging to the establishment. Examples include: counterparties related to rent, repairs, food procurement, cleaning, or technical support.

All group elements have system preset values.

Creating a New Legal Entity or Individual

1. Add a new legal entity in the directory Settings > Head Office > Correspondents. To do this, select the desired group and from the context menu choose New Legal Entity for legal entities or New Individual for individuals.
   
   
2. Fill in all required values for the elements on the Properties tab. The screenshot shows the properties of an individual.
   
   
3. Change the status to Active.
4. Save the changes.

The Main section in the properties includes:

• Name — the name of the directory element
• Status — the status of the directory element
• Preset — the option for accessing element value editing. You can choose one of 2 options: Dealer Preset or Not Preset
• TIN — the counterparty's TIN. Must be entered in a specific format: For Own Legal Entities: 10 or 12 characters, For individuals: 12 characters, For legal entities: 10 characters 

  The TIN must be unique and not fictitious, otherwise issues will arise when processing fiscal receipts.

  If an incorrect number of characters is entered in the TIN, an error will be displayed on the screen.

The Basic section includes:

• Account for Statement Import — the counterparty's account used to generate financial transactions for importing bank statements.
• Cash Flow Account — transaction comments. Used together with the account when importing statements for counterparties. Filling out the cash flow account is not mandatory.

Create details for the new individual or legal entity. To do this, go to the Details tab and from the context menu select New Details.

Fill in the values for the required elements and details:

          Basic section:

• Agent Type — the type of correspondent in the agency/commission payment scheme. For example, agent or commission agent.
• Phone — contact phone number. Used in agency sales settings.

          Main section:

• BIC — legal entity details. Used for importing bank statements
• Bank Account — details of an individual or legal entity. Used for importing bank statements
• GUID — unique identifier
• KPP (Tax Registration Reason Code) — legal entity details
• Name — the name of the directory element
• PSRN (Primary State Registration Number) — legal entity details
• Status — the status of the directory element

  Details must not be fictitious, otherwise issues will arise when processing fiscal receipts.