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Customers

Overview​

The Customers page provides comprehensive customer management for Abacus, displaying all customers associated with a specific entity and jurisdiction. Customer data primarily flows from integrated source systems, but can also be entered manually for clients without integrations. This centralized view enables you to manage customer types, track exemptions, and monitor transaction history all in one place.

Key Capabilities:

  • View and search all customers for selected entity/jurisdiction
  • Create customers manually (for non-integration clients)
  • Manage customer types and classifications
  • Track customer exemptions and their validity periods
  • Access complete transaction history per customer
  • Edit customer tax information

Access Path: Main navigation menu → Customers

Filtered View: Uses Entity-Jurisdiction Selector to show relevant customers

Data Source​

Primary Data Origin: The primary source of customer data is your client's integrated business systems (e.g., ERP, accounting software, e-commerce platforms). When integrations are configured, customer information flows automatically from these source systems into Abacus, ensuring data stays synchronized with your client's business operations.

Manual Customer Creation: For clients without integrations, customers can be created directly in Abacus. However, it's important to note that manually created customers and their associated transactions will not sync back to the client's accounting software. Manual entry is a one-way process into Abacus only.

Integration Synchronization: For integrated clients, customer information updates automatically as changes occur in the source system, ensuring Abacus always reflects the current customer data from your client's operations.