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Contacts & Company Setup

Overview

Contacts in SMEOne represent customers, vendors, and other partners. Company settings store your legal entity profile: name, UEN, address, fiscal country (Singapore), and compliance flags.

Accurate master data is essential before Sales, Purchase, and Accounting go-live.

Navigation: Contacts app, or Settings → Companies (administrators).

Step-by-Step Guide

Create a customer

  1. Open Contacts (or Sales → Customers).
  2. Click New.
  3. Enter Name, Email, Phone, and Address.
  4. Set Customer checkbox (and Vendor if they are both).
  5. Add Tax ID / UEN if required for invoicing.
  6. Save.

Create a vendor

  1. Open Contacts → New.
  2. Complete company details and mark as Vendor.
  3. Set payment terms and bank details on the Accounting tab if known.
  4. Save.

Review company profile

  1. Go to Settings → Companies (administrator).
  2. Open your company record.
  3. Verify:
  • Company Name and UEN
  • Country = Singapore
  • Currency = SGD
  • Fiscal country uses Singapore chart template
  1. Review GST F5 and InvoiceNow readiness flags with your consultant.

Lock company identity fields

SMEOne may restrict edits to UEN and registered company name after go-live to protect statutory consistency. Contact Adneti if a legal name change is required.

Import contacts (bulk)

  1. Use Contacts → Favourites → Import records (if enabled).
  2. Download the CSV template.
  3. Fill mandatory columns and upload.
  4. Map fields and validate preview before confirming.

FAQ

Q: What is UEN and why is it locked? A: Unique Entity Number is Singapore's business identifier. Locking prevents accidental changes that break GST or audit reports.

Q: Can one contact be both customer and vendor? A: Yes — enable both checkboxes on the same contact record.

Q: Why does my chart show only ~51 accounts? A: Fiscal country may still be US/generic. SMEOne should use Singapore (sg) template — expect ~170–200 accounts after correct setup. See Chart of Accounts chapter.

Q: Where are payment terms configured? A: On the contact Accounting tab, or globally under Accounting → Configuration → Payment Terms.

Q: Who can edit company settings? A: Typically SMEOne Manager or Developer roles only.

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