Обучение
Companies and Contractors
During work, you will need to enter the information on your companies (sources of payments) and contractors (third-party legal entities (payees)) into the system.
The most convenient option for adding companies and contractors is to do this directly from payments and accruals adding forms and other pages. For example, to add a company on the payment page, click on the plus icon on the right of the Payment Source field and populate the fields in the pop-up window.
The required field to be saved is the Name field, other fields are optional and required for a complete description of the company. Click “Save”.
You can also add companies directly in the Companies/Contractors menu by selecting Our Companies.
Add a new company by clicking Add Legal Entity.
A similar feature is also available on the contractors page. Open it by clicking Contractors.
To add a new contractor, click Add Contractor. In the pop-up window, you must fill in the identical fields and save them.
To delete a company or contractor, click on the red "X" on the right in the list of companies. If the company/contractor is linked to any payment/accrual, the system will not allow you to delete it.