Catalogs

The Catalogs (Довідники) section holds the master and reference data. The key catalogs are in the Important group; the rest go to More in this section.

These groups are in the functions panel at the side once you open any list of the section; the section's own page, pictured above, gathers the same links into cards by kind: documents, journals, reports.

Group	What it contains
Important	Counterparties, Items, Chart of accounts
More in this section	Organizations, Analytics kinds, Counterparty types, Currencies, Banks, Units of measure, Contracts, VAT rates, Cash desks, Bank accounts, Item groups, Cash-flow items, Divisions, Cost items, Warehouses, Employees, Contact persons, Counterparty bank accounts, Price types, Individuals, Positions, Other income and expenses, Taxes and payments, Fixed-asset groups, Depreciation methods, NACE (KVED), Countries, Administrative units (KATOTTG), UKTZED (HS) codes, DKPP (CPA) codes, Item prices, Item accounts, Staffing table, Statutory rates, Financial statement row mapping, Fixed assets, Intangible assets, Fixed-asset tax groups
Service	Import counterparties, Load classifiers

Working with lists and item forms is described in Lists and forms.

Chart of accounts

The Chart of accounts (План рахунків) is hierarchical; group accounts have no entries and cannot be chosen in documents (an account field offers only accounts that can be posted to, and a cash desk only cash accounts). The account card shows the flags (quantity, currency, tax tracking) and the account's analytics kinds. The analytics on each account are subconto (субконто) (see Coming from 1C/BAS).

Counterparties, contracts, items

• Counterparties (Контрагенти) — with groups, tax and contact details; bank accounts and contact persons are kept in the catalogs Counterparty bank accounts and Contact persons.
• Contracts (Договори) — link a counterparty and a currency; settlements are kept by contract.
• Items (Номенклатура) — hierarchical: kind (goods / service), article number, unit of measure, VAT rate. Item accounts (Рахунки обліку номенклатури) define the inventory accounts, and Item prices (Ціни номенклатури) the prices by price type (the Item price setting (Встановлення цін номенклатури) document).

Import counterparties

Service → Import counterparties loads counterparties in bulk from a CSV or Excel file: upload the file, map the columns (Ukrainian and English headers are recognized automatically) and import. Records are deduplicated by EDRPOU (ЄДРПОУ, the company registration code), so a repeated import updates the existing records.

Load classifiers

Service → Load classifiers (Завантаження класифікаторів) loads national classifiers from a file: Banks (the NBU directory), NACE (KVED), Countries (ISO 3166), Currencies (ISO 4217), Administrative units (KATOTTG), UKTZED (HS) codes, DKPP (CPA) codes. Each load is recorded with a version label, and the page shows the load history. Without rights to the catalog, loading is unavailable.

Exchange rates

Exchange rates (Курси валют) (the Bank and cash → See also section) show the foreign-currency rates and the exchange log. The administrator loads rates for a period from the NBU; documents take the rate in force on the document date (1 for the hryvnia).