Add a Client/Supplier

Step 1

In the "My Companies" area, select the desired company.

‍

Step 2

In the "Financial Management" tab, select the "Settings" option.

‍

Step 3

In the menu presented on the left, select the "Clients and Suppliers" option.

‍

Step 4

In this area, you will see the list of all Clients and Suppliers associated with the chosen company.

‍

Step 5

To add a new Client or Supplier, simply click "Add Client/Supplier".

‍

Step 6

Fill in all the necessary fields.

‍

Step 7

With all fields filled in, click the "Save" button and the Client or Supplier will appear in the list.

‍

Alternatively, you can import an Excel file with all your Client or Supplier information and the data will be automatically filled in.