Skip to content
IWB AIStop waiting for reports. Ask how the business is doing and get answers from your own data.See how it works
ContactsACC

Set up each customer and vendor once

When someone tries to add a company you already have, IWB shows the matching record, so the account doesn't split in two. If you also buy from a customer, what you're owed and what you owe sit on separate lines.

Request a demoGet a quote

Runs in your browser. In the cloud or on your own server, it's the same IWB.

Records
ACC
Roles
Customer and vendor on the same record
Contact merge
Links in 22 modules carry over
Excel import
Up to 5,000 rows per file
Connected modules
6

01

Get contact records right the first time

An invalid ID number is caught before it's saved, so you fix it before any invoice goes out. IWB validates the 10-digit tax ID for companies and the 11-digit Turkish national ID number for individuals by their check digits. It also checks the 16 digits of the MERSİS trade registry number, the IBAN, and the format of email and registered email (KEP) addresses.

  • Customer and vendor roles on the same record, with at least one selected
  • Whether an invoice goes out as an e-Invoice or an e-Archive invoice is checked with your e-invoicing integrator at send time, and the answer is saved on the record
  • Create a new record from inside the contact picker without leaving the document

ID numbers stay need-to-know

You can show tax and national ID numbers to a role with only the last four digits. A hidden number doesn't match in searches or duplicate checks either.

02

Merge duplicate records with their history

When someone tries to add a company you already have, IWB stops the save and shows the code and name of the matching record. It checks the tax ID, national ID number, phone, and email. When you merge two existing records, documents, account entries, files, and correspondence from 22 modules move to the target record. The source record isn't deleted; it's deactivated.

  • The same tax ID can't sit on two active records
  • On a phone or email match, someone who means to go ahead can choose Save anyway
  • Merging doesn't change the amount or date of any account entry
  • If the main currencies differ, the source's currency is added to the target as a currency sub-account

03

See what you owe and are owed on one record

With Finance turned on, open a contact record and the balance, overdue amount, and average delay are right under the header. If you both sell to and buy from the company, what they owe you and what you owe them stay on separate lines, and foreign currency balances show in their own currency. You can also see how much of the risk limit is in use.

  • Open advances still waiting for an invoice are listed under the balance
  • Statements and reconciliations are tabs on the record

04

Enter commercial terms once, on the record

Quotes and orders suggest line prices from the contact's price list and the discount from the record. The invoice due date comes from the record's installment plan or its payment terms in days. For a contact whose document language is English, quotes, orders, order confirmations, and proforma invoices print in English, while invoices and waybills stay in Turkish.

  • Separate caps for open orders, checks, and average payment delay alongside the general risk limit
  • A contact-specific exchange rate takes priority over the TCMB rate on that contact's documents
  • Assign a price list to the contacts you select in one bulk action

05

Share records across companies, not balances

If several of your group companies work with the same company, you create the record once and share it with them. Balances and entries are kept separately for each company, and the record shows the balance by company plus a group total. Risk limits apply separately in each company, and you can put a group limit on the total risk across all of them.

No second record for the same tax ID

If the tax ID is already on a record in another of your companies, IWB doesn't create a new one and offers to add the existing record to this company.

06

Block new documents for companies you drop

Add a company that stops paying, or one you've ended an agreement with, to the blocklist with a reason. No new quote, order, invoice, or purchasing document can be opened for a blocklisted contact, and existing documents stay as they are. Deactivate a record you no longer use, and it drops out of lists and contact pickers.

Personal data erased on a KVKK request

For an individual contact, personal details and the record's change history are erased, and the record becomes read-only. Financial records within their legal retention period are kept.

Looking for statements, collections, and payments?Go to Finance

07Document flow

Don't retype what's already on the record

A contact record created from a qualified lead takes over the lead's tax ID, phone, email, and address. Quotes and orders suggest line prices and the discount from the record, and the invoice due date comes from its payment terms. Collections post to the same record's balance.

  1. LeadLEAD-2026-00412
  2. Contact recordACC-000214
  3. QuoteQT-2026-00234
  4. OrderSO-2026-00188
  5. InvoiceINV-2026-00241
  6. CollectionRCP-2026-00321

08IWB AI

Ask IWB AI instead of searching for a record

Ask whether a company is already on file and whether it is a customer or a vendor. IWB AI asks for your approval before it creates a record, changes a role or contact details, or adds an address or bank account.

See how IWB AI works

IWB AI doesn't merge, blocklist, or anonymize records; balance and statement questions are Finance lookups.

Answers your questions

  1. Is Sierra Furniture both a customer and a supplier?

    IWB AI
    Searching contacts

    No. Sierra Furniture Industries Ltd. is a Customer only; the record doesn't have the vendor role.

    ACC-000636Sierra Furniture Industries Ltd.Customer

  2. Which of our suppliers have Aegean in their name?

    IWB AI
    Searching contacts

    There are 3 vendors with Aegean in their name:

    ACC-000158Aegean Anodizing Ltd.VendorACC-000176Aegean Iron Industries Inc.VendorACC-000203Aegean Packaging Ltd.Vendor

  3. Which contact has tax ID 1234567890?

    IWB AI
    Searching contacts

    That tax ID belongs to North Metal Industries Ltd., a Vendor record.

    ACC-000643North Metal Industries Ltd.Vendor

  4. Open a customer record for Northtown Municipality

    IWB AI
    Create contactWaiting for approvalRunning
    Legal name
    Northtown Municipality
    Customer
    Yes

    Create contact· completed

Acts with your approval

  • Create contact
  • Update contact
  • Add contact address
  • Add contact person
  • Add contact bank account
  • Archive contact

Every action comes to you first as an approval card. IWB AI doesn't create or change records without your approval.

09Capabilities

What you can do with Contacts

  • Excel and CSV

    Import your contact list, up to 5,000 rows per file, after checking a preview. Column headings from Logo and Mikro, two Turkish accounting packages, are recognized.

  • KVKK anonymization

    Under KVKK, Turkey's personal data protection law, you can erase an individual contact's personal details. The record then becomes read-only.

  • Tags and categories

    Group contacts with tags and categories and filter the list by them. Add a tag to the contacts you select in one go.

  • Addresses and people

    Keep billing and shipping addresses, contact people, and bank accounts on the record. The delivery address prints on the waybill.

  • Customer portal

    Give a contact person on the record access to the customer portal. There's no password: each sign-in sends a code to their email.

  • Custom fields and formulas

    Add your own fields and formulas to contact records and use them as list columns and filters.

  • Onboarding tasks

    Set up automatic tasks for your team when a new customer record is created or one of its fields changes.

  • Contact reports

    Break contacts down by role, category, province, and source in the Contact Acquisition and Contact Portfolio reports.

10Compliance

Erase personal data, keep the financial records

When an individual contact makes a request under KVKK, Turkey's personal data protection law, you anonymize the record: personal details and its change history are erased. Financial records subject to legal retention periods stay, and a note on the record's timeline says so.

Read about KVKK in the glossary
  • Tax IDs (10 digits) for companies and national ID numbers (11 digits) for individuals are validated by check digit
  • MERSİS numbers must have 16 digits, and KEP addresses must be valid email addresses
  • VUK 253/256Copies of e-documents and incoming invoices are kept when a record is anonymized
  • Contact records aren't deleted: you deactivate them, or anonymize an individual's record

11Connected modules

They share the same database and permission model

Industries

12

Frequently asked questions

Can the same company be entered twice?

If the tax ID, national ID number, phone, or email matches an active record, IWB stops the save and shows the code and name of the matching record. The same tax ID can't sit on two active records. If two records already exist, you merge them: their records move to the target, and the source record is deactivated rather than deleted.

How do I bring over my existing contact list?

Import your contact records with an Excel or CSV template, up to 5,000 rows per file. You see a preview first, and only rows without errors are saved. A record whose code or tax ID matches is updated, and empty cells don't overwrite existing values. Column headings from Logo and Mikro, two Turkish accounting packages, are recognized too.

Can a company be both a customer and a vendor?

Yes. You tick both roles on the same record, and at least one is required. Sales documents list records with the customer role and purchasing documents list those with the vendor role, so a record with both roles shows up in both. The balance shows what you're owed and what you owe on separate lines.

Should my sales team see tax IDs and risk limits?

That's your call. You can show tax and national ID numbers to a role with only the last four digits, and hide risk limits completely. Users with the built-in Sales role see all of the company's contact records, but only their own quotes and orders.

Can I delete a contact record?

No, contact records aren't deleted. Deactivate a company you no longer work with: it drops out of lists and contact pickers, existing documents stay as they are, and you can reactivate it whenever you need to. For an individual contact, you anonymize the record to handle a KVKK request.