# All Relationships The Relationships menu provides access to applications that are used to setup and maintain all of your company's business connections. Use All Relationships to view a list of all of your business relationships and the role(s) that the each entity plays in your business. For example, your company may do business with a Vendor, who is also a Partner and a Salesperson. Use the filter bar to locate a specific entity and click Edit to make modifications or export a list of relationships for your review. Click on New to enter a new relationship. You can setup the following categories of information for each relationship: 1. Main - Assign an ID, Name and general information about this relationship. 2. Types - Check each relationship that is applicable for the business connection and select a relationship type. 3. Financial - Fill in the appropriate income account, invoice format, invoicing and sales tax setup if applicable. 4. Banking - Fill in the appropriate banking information for making payments to this entity, if applicable. 5. Contacts - Enter the contact information for individuals associated with this company. 6. Addresses - Enter the primary address and any other addresses necessary for doing business with this company. 7. Tasks - Enter any tasks related to this relationship. 8. Notes - Enter any internal notes or instructions related to this relationship. --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://infinisuite.gitbook.io/erp/relationships/overview.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.