The Add new partner account view

Use this view to specify partner settings in Admin Center.

To access this dialog in Admin Center: Click ADD in the Partners view.

Use these settings to add a new partner.

Profile
Name	The name of the partner. This can be a legal entity or a person.
Organization number	The organization number of the partner.
VAT number	The VAT number of the partner. You can increase interpretation rates of VAT registration fields by providing your organization's VAT number here. In many cases, VAT registration numbers for the buyer and the supplier appear in the invoice header, making it difficult to determine which value to capture. By providing your VAT registration number, Tungsten AP Essentials can exclude your VAT number from the list of possibilities when searching for the correct VAT number on the invoice.
Phone	The phone number of the partner.
Fax	The fax number of the partner.
Street address	The street address of the partner.
Post code	The postal code or ZIP code of the partner.
City	The city of the partner.
State	The state of the partner.
Country	The country of the partner.
Notes	Use this space to save additional information about the organization.
EXTERNAL REFERENCE
ID	Use this value to identify the organization in an external system, such as your target system.
CONTACTS
ADD	Creates a new contact. Contact information ensures seamless communication and quick assistance when needed. Contact type (Required) — Choose a contact type, Sales contact or Technical contact, which best describes the role of the contact person. Name (Required) — The name of the contact person. Email — The email address of the contact person. Phone — The phone number of the contact person. Note: You must specify an email address or phone number.

Services
Analytics	Provides reports about document status, document volumes, performance statistics and more.
Classification	Automatically routes invoices to the correct partner.
Email input	Lets users send email invoices to the system.
Extraction	Determines how invoice information is interpreted.
Image upload	Allows users to upload images to the system using a secure connection.
Master data	Determines user-interaction with master data when verifying invoices.
Notifications	Informs users of various events via email. For example, an email notification can be sent when Tungsten AP Essentials receives a batch or when a batch is rejected.
Process control	Automates various elements of production, such as automatically processing new documents upon arrival.
Purchase order	Enables the sharing of purchase-order information between Tungsten AP Essentials and the target system.
Separation	Provides an interface to separate invoices in a batch quickly and easily.
Storage	Provides long-term archiving of invoice images and data.
Target system	Specifies the target system and how invoice information is sent to it.
Validation	Automated functions that help ensure the correctness of the invoice data.
Verification	Determines whether you can use the Verification view to check and correct invoices.
Workflow	Lets users perform accounts-payable and workflow activities.
Service plan
Model	The Live model is for partners in production. The Demo model is for organizations that use Tungsten AP Essentials for demonstration purposes. You can process up to 1,000 documents during a one-year period using a demo account. The Trial model is for organizations that want to test Tungsten AP Essentials. You can process up to 200 documents during a 60-day period using a trial account. If the parent account is a Live account, you can choose Live, Demo or Trial. If the parent account is a Demo or Trial account, the partner account is also Demo or Trial, and you cannot change it.
Volume	Determines the number of documents you can process during the licensing period.
Period start	Specifies when the usage period begins.
Period end	Specifies when the usage period ends.
Reference	The text that you type here is used as the partner billing report reference in the billing report.
Description	You can use this settings to save notes about the licensing. For example, if you made special arrangements to extend the length of a demo account, you can type the details here.
Branding
Host name	Specifies the address used to access Tungsten AP Essentials. You must specify a unique sub-domain if you want to use custom branding. Note: The host name does not change if you change the name of a partner.
Title	Specifies the text that appears on the tab in the web browser.
Theme	Determines the look of Tungsten AP Essentials.