Counterparties and contracts

A counterparty in Bimp is a customer, a supplier or both at once; settlements with them are tracked by contract. Here you will find the counterparty card, contracts with customers and suppliers, import and the reconciliation statement.

Start here: Counterparty card: how to add a customer or supplierHow to create a counterparty card in Bimp: fill in details, type, accounts, contacts and addresses, and how to work with the same company registry code.4 min read

Counterparties with subsidiaries and branchesHow to combine a customer's branches, legal entities and sole proprietors under a parent counterparty in Bimp and see their total debt in a report.
Customer lead sources: a directory of channelsHow to add a lead source in Bimp: a directory of the channels customers come from, and where to specify it in the counterparty card.
Importing counterparties from ExcelHow to bulk-load customers and suppliers into Bimp from an Excel template: file preparation, running the import and checking the created cards.
Customer contract: currency, exchange rate and payment deferralWhat a contract is in Bimp and how to create a customer contract: project, currency, settlement rate, price list and payment deferral for debt control.
Supplier contract: currency, exchange rate and payment deferralHow to create a supplier contract in Bimp and set up the currency and settlement rate for purchases in hryvnias, in dollars or imports in euros.
Individual exchange rate in a customer contractHow to set the settlement rate (NBU, interbank, commercial) and a percentage in a contract so Bimp automatically converts foreign-currency prices for a customer.
Reconciliation statement with a counterparty: how to create and agree itHow to create a settlement reconciliation statement in Bimp: period, organization, contract, balance and reconciliation data updates, printing and statement statuses.