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The Business Accounts Module in Indigo Business

An introduction to the Business Accounts module in Indigo Business

Written by Serena Santamaria
Updated this week

Table of Contents

Overview

Indigo Business offers dedicated Sales and Purchases modules, allowing you to manage client and supplier records and handle related transactions separately.

We’ve taken it a step further with the Business Accounts module, which brings both Sales and Purchases together in a compact, all-in-one hub 🕹️ where you can manage records and post transactions for both clients and suppliers. No need to switch between modules, just navigate through internal tabs.

But that's not all: a single account can be set as both a client and a supplier, avoiding duplicates. That means less effort in data maintenance and fewer mistakes.
​

To access the module, click on Business Accounts from the top menu and choose from All Accounts, Clients and Suppliers.

You’ll be redirected to the relevant grid in a dedicated tab showing corresponding data. Each tab comes with a set of buttons and dynamic columns that let you:

The Business Accounts tabs

Whatever you choose from the menu, the Business Accounts screen will load with the relevant tab automatically selected.

The module contains three tabs: All, Clients and Suppliers.
​

🗃️ All

This tab shows the full list of clients and suppliers for the selected company. All data is displayed in a grid and can be filtered as needed. Records are clearly tagged in the Account Type column as Client (turquoise), Supplier (green) or both. This grid also provides an overview of Receivables and Payables.

👥 Clients

Here you'll see only records tagged as Client for the selected company. This grid focuses on Receivables details.

📦 Suppliers

This grid shows only records tagged as Supplier in Account Type for the selected company. Here the focus will be on Payables details.
​

Grid Details

All three grids share a set of default columns, while also having tab-specific ones.

The table below shows which columns are available in each tab's grid.

Column Name

Description

All tab

Clients tab

Suppliers tab

Code

Client/Supplier code

✅

✅

✅

Name

Client/Supplier name

✅

✅

✅

Currency

Client/Supplier currency

✅

✅

✅

Account Type

Shows whether the record is a client, supplier or both

✅

✅

✅

Receivables

Total client receivables balance

✅

✅

❌

Foreign Receivables

Total client foreign receivables balance

✅

✅

❌

Payables

Total supplier payables balance

✅

❌

✅

Foreign Payables

Total supplier payables balance

✅

❌

✅


Clicking a value in the Receivables or Payables columns will open the respective Business Account Sales Audit Trail or Business Account Purchase Audit Trail screens. Audit trail screens let you view all transactions, their items and related allocations that make up the receivables or payables balances in the grid.

Buttons

At the top-left of each grid, you'll see two sets of buttons:

  1. Grid Buttons

  2. Transaction Buttons
    ​

Grid Buttons (click to expand)

These buttons allow you to perform the following actions in the grid:

  • Refresh: refreshes the grid content.

  • Add: creates a new client or supplier. (A record can also be both.)

  • Edit: open the selected record in edit mode.

  • Copy: create an exact copy of a selected record. You can modify the record to your liking before saving.

  • Delete: delete the selected record. This only works if there are no transactions associated with that record.

  • Generate link: generate a shareable link for the selected record.

  • Import: import data in the grid via .xlsx or .csv format.

  • Export: export the grid content in .xlsx or .csv format. You can export all columns, only the visible columns, or download a blank import template.

Transaction Buttons

These buttons allow you to view and post transactions according to the tab selected.

View Transactions Button

All tab

Clients tab

Suppliers tab

Button: View transactions

Button: View sales transactions

Button: View purchase transactions

Splits into Sales or Purchases, which redirect you to the relevant Business Account transactions screen.

Redirects you to the Business account sales transactions screen.

Redirects you to the Business account purchase transactions screen.

Post Transactions Button

All tab

Clients tab

Suppliers tab

Button: Posting

Button: Posting

Button: Posting

Splits into Sales or Purchases. Each of them displays the list of transactions you can post (Sales/Purchase Invoice, Sales/Purchase Credit Note, etc.)

It shows only the list of sales transactions you can post (Sales Invoice, Sales Credit Note, etc.)

It shows only the list of purchase transactions you can post.

(Purchase Invoice, Purchase Credit Note, etc.)

List of Transactions

{{Note for Mar/Matt: Please add the links to the buttons below: I left them empty since we've discussed to modify the existing articles and create inclusive ones per transaction type (1 article for sales and purchase invoice, 1 for sales and purchase credit note etc.) }}

Below is a list of all the transactions you can post from the Business Accounts module.

Transaction

Go there...

Invoice

Create an invoice

Credit Note

Create a credit note

Cash Sale/Purchase

Create a cash sale/purchase

Cash Sale/Purchase Return

Create a cash sale/purchase return

Adjustment Debit

Create an adjustment debit

Adjustment Credit

Create an adjustment credit

Related Articles

Creating Clients and Suppliers in Indigo Business

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