Records: suppliers, customers and more

Checked against the app on September 27, 2026

Records are your company's register of subjects: the suppliers, customers, employees, accounts and assets your documents mention. They sit beside the Data Room rather than inside it. The Data Room holds documents, Records hold who, and Organisational context holds what you have told Ressura about your company.

Where Records appear

Each module shows the Records it works with under its Subjects tab, named for the kind of subject that module checks:

A module's list stays empty until documents or rows that name its subjects reach the Data Room.

How Records are made

Records come from your documents and your Connections, and you never keep the register by hand. A supplier appears when an invoice from it, or an agreement with it, is added to the Data Room. A Xero Connection brings in your suppliers and customers along with its rows.

Reading a subject

The Subjects list shows each subject with what the module knows about it. In Procure-to-Pay that is the amount paid, the number of invoices, how many of them passed their checks and the supplier's fraud risk, and you can sort by any of these. Open a supplier to see its invoices and the findings on each one.

From a supplier's page you can draft an email about a finding and copy it. Ressura never sends it for you. You can also mark the supplier as contacted, and mark a finding resolved once the money is settled.

People as subjects

Where a subject is a person, such as an employee or a claimant, members see an id in lists and on the subject page. Names and personal details show only to admins and the Owner. Members and roles explains the three roles.

Findings and Dispositions explains what a module raises about a subject, and Fraud Watch explains the second look across all of them.