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Two essential fields are required "Partner Name" and "Account Number".
Partners in App4Legal LEXZUR can take the form of companies or individual contacts. Therefore search for an existing contact or add a new one on the fly.
The flexibility extends to the account number prefix, which can be added or edited conveniently from the billing settings.
A Partner in App4Legal LEXZUR can have several accounts in different currencies. In order to manage Partner Accounts, go to the Partner grid and click on the Partner Name. A table of all the available accounts is displayed. You can add a New Account from the button on the top right.
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To add a new account, simply specify the account name, number, and choose the currency.
You can also manage the visibility of these accounts in the Advisor Portal.
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For more information about App4LegalLEXZUR, kindly reach out to us at help@app4legalhelp@lexzur.com.
Thank you!
