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Syntage identifies an entity’s customers and suppliers from its SAT invoices. These counterparties are not standalone resources: each one is the issuer or receiver of an invoice associated with the entity.

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How counterparties are identified

Issued invoices show who buys from the entity. Received invoices show who sells to the entity. Use the individual invoices when you need transaction details, or a concentration view when you need totals and relative share by counterparty.

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Using the dashboard

  1. Open All Entities and select the entity.
  2. To review individual transactions, open Data > Invoices. For an issued invoice, the receiver is the customer; for a received invoice, the issuer is the supplier. Use Filters to narrow the table by issuer or receiver name or RFC.
  3. To compare totals and share by counterparty, open Reports and view the Customer Concentration or Vendor Concentration insight in a report.
Customer and supplier concentration insights aggregate invoice totals by counterparty. Each result includes the counterparty’s RFC and name, total invoiced amount, share of the entity’s sales or purchases for the selected period, and a transaction series over time. Use these insights when you need to identify dependency on a small number of customers or suppliers.

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Using the API

List invoices with isIssuer=true to find customers and isReceiver=true to find suppliers. To find transactions with one counterparty, filter by issuer.rfc, issuer.name, receiver.rfc, or receiver.name.