How to manage your partners?

Objectives

• Manage Partners

Environment

• Money Module 

Additional Information

• The Money Module also allows you to
  • Add a partner 

Procedure

You can add partner by clicking on the partners in the main menu, a drop-down list will appear, click on add new partner or via the actions button add new partner.

There are 2 mandatory fields: Supplier name and account number.

• Partner name: A partner in App4Legal can be a Company or a Contact.
• Account number: you can add or edit the account number from the money settings.

A Partner in App4Legal can have several accounts with the same or different currency. 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.

An Account can also be added from the action wheel next to the Partner in the Partners grid.