Parties

A Party represents an individual or organization participating in financial operations.

Party Types

Type	Description
EMPLOYEE	An employee of the organization
CUSTOMER	A customer who pays the organization
VENDOR	A vendor/supplier who receives payments
BANK	A financial institution
BUSINESS	The organization itself or another business entity

Party Accounts

Each party can have one or more accounts for receiving/sending payments:

Account Type	Description
WIRE	Bank wire transfer account
CRYPTO	Cryptocurrency wallet
CASH	Cash payments

Party in Entries

Each entry has two party references:

• fromParty — the party sending money
• toParty — the party receiving money

For an EXPENSE entry, fromParty is typically the organization and toParty is the vendor. For an INCOME entry, fromParty is the customer and toParty is the organization.

Managing Parties

Parties are typically created automatically via external integrations (SDK, Ingest API). However, they can also be managed manually:

• Create: POST /parties — requires party.create permission
• Update: PATCH /parties/{id} — requires party.edit permission

The UI provides forms for creating new parties (from the Parties list) and editing existing parties (from Party detail page).

Related Pages

• Entries — each entry references a fromParty and toParty
• Accounting Integration — party mappings for external systems