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Use the customer and supplier map

3 min readBusiness

Use the customer and supplier map to view returned party markers for customers or suppliers in your workspace. You can change the party type and filter the results by year, date range, and scope; the map may be empty if no items are returned for the current view.

Before you start

  • You need access to the Map page in your workspace.
  • Your workspace must be able to read party map data from the connected ledger.
  • If you see a plan-locked message, the feature is not available in your current workspace.

Open the map

  1. Open Map from the parties area or the main navigation.
  2. Wait for the page to finish loading your workspace and the current map results.

The page opens with customers selected by default.

Switch between customers and suppliers

  1. Select Customers to view customer locations.Customers
  2. Select Suppliers to view supplier locations.Suppliers
  3. Select Refresh after you change filters if you want to reload the current view.Refresh

Switching tabs changes the party type and reloads the map data for that type.

Filter the map

  1. Choose a value in Year to limit the map to a time period.Year
  2. Choose Custom Range to enter Start Date and End Date.Start DateEnd Date
  3. Use the Scope checkbox to limit results to invoiced-in-period parties when that is the view you want.
  4. Select Refresh to run the query with the current filters.Refresh

The year filter supports All Time, Year to Date, Last Year, current and prior years, and Custom Range. Start Date and End Date appear only when Custom Range is selected.

Understand missing coordinates and source limits

The map depends on the address and geocode information already available for the party. If the source does not return usable coordinates, the party will not appear as a plotted marker.

The map does not guarantee location accuracy. A returned marker means the source supplied a mappable location, not that the address is verified to a rooftop or exact point.

If the current source scope cannot be verified, the page may show an error instead of map results. In that case, reload the page or adjust the filters and try again.

What the map counts mean

Marker counts are simple counts of returned customers or suppliers. They are not money amounts, and zero means no returned markers for the selected view.

Date filters are calendar boundaries for the requested party activity window. They do not change books or historical records.

Troubleshooting

  • If you see a plan-locked message, the Parties map feature is not available in your workspace.
  • If Refresh is disabled, the page is still loading or the feature is unavailable in your current workspace.
  • If the map is empty after a filter change, widen the year or date range and try again.
  • If an error banner appears, read the message and retry after adjusting the filters or reloading the page.

If you need a customer or supplier to appear on the map, make sure the record has address data and coordinates available in the connected ledger. Finanly cannot invent a location when the source does not provide one.

Updated

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