This tab in the ITFin system is designed for managing interactions with clients and vendors. Here, you’ll find a database of contact information, collaboration history, and financial data for all contractors your company works with.

When opening this tab, you’ll see a list of all contractors, the account manager assigned to each, and options to edit or delete records.

There is also the option to filter by name, clients or vendors, active or inactive status, and account manager.

To add a new counterpart, click on +Add New Counterparty and fill in the following information.