Defaults

Creditors | Add to Location

Use the Add Creditor to Locations/Departments screen to add creditor locations to your list of locations.

 

1. Fill out the basic information for the creditor you want to add.
    

2. Select the check box for the location you want to add the creditor to.
    

3. Click the "Add" link.
    

 

Nothing visually happens on this screen after you click the "Add" link. The addition occurs in the Defaults | System Administration | Locations/Departments section. Use the menu bar to access this section.

 

 

1. Locate the location you want the creditor added to and click on that location link.
    

 

2. Click the Creditor Defaults link and locate the creditor you added above.
    

 

3. Click the Use? check box next to that creditor.
    

 

4. That creditor will now be available for use in the system.

 

 

 

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