Partners & employeesالشركاء والموظفون

Partners and employees are auxiliary accounts too. The same record, on the same Auxiliary Accounts screen, as every client and supplier. Only the account underneath them changes.

The owner is a partner, never a customer

This is the single most common thing to get wrong when a company is first set up, and it is worth being blunt about: the owner's own account is a partner account, not a customer account and not a supplier account.

The owner's current account - the money they put in and the money they draw out - belongs on 4515, the partners' current account, under 45 Partners. Booking it as a customer makes the owner look like a debtor, inflates receivables, and corrupts every ageing and top-10 report you will ever run.

Which sub-account under 4515 a given partner lands on is not worth agonising over. Getting them on a partner account is the decision that matters; an auxiliary record's account can be changed afterwards, which is not true of the chart's own parent/child structure.

Where they sit in the chart

Both families are children of class 4 Payables And Receivables:

Employees

Open one auxiliary record per employee, on the employee account. Salaries and staff balances then run through that account, and each person has their own statement.

The List is what narrows the Account. On the auxiliary record, choose the employees list first. When you then open the Account picker, 4212 Personnel is the only account it offers - so there is no way to file an employee anywhere else by accident:

That is the same List → Account mechanic every party type uses; only the resulting shortlist differs. See the Auxiliary Accounts screen.

Note the difference between the account and the record: the account is one chart row shared by all staff; the record is one auxiliary per person. The same is true of partners.

Name them to a convention and stick to it. Because every employee shares one account, the record Name is the only thing distinguishing one person from another in a statement or a report. Decide the form before you open the first one - the training pauses to settle exactly this before creating any staff record.

One screen, every party type

Creating a partner or an employee follows the same New → pick the List → pick the Account → fill → Save cycle as a client, on the same screen - which is why the list of auxiliary records holds suppliers and clients and staff side by side, each with an Id grouped by its family.

Why this matters

Getting these two right at the start keeps the chart clean for good:

• the owner's capital and drawings go through the partner account (4515);
• salaries and staff balances go through the employee account.

And remember the parent/child rule from the chart of accounts: once anything has been posted on an account it can never take children, so restructuring these after a year of postings is not a small job. Set them up properly now.

Next: The Auxiliary Accounts screen for the fields.