Manually add a provider

Follow these steps to add one provider at a time.

  • Navigate to Workspace then to the "Providers" tab
  • From the "Providers" tab, click the blue 'Add Providers' button. 
  • Select 'Manually add provider'
  • Enter the provider's name and click 'Add provider'
  • Enter the "Provider ID"
  • Enter Comments
  • Assign GL or account codes
  • Click the blue 'Add contact' button to add contacts
  • Enter mailing and billing address details