The Directory section allows you to add / edit information for Company Contacts, Staff, Businesses and Suppliers.
Navigate to your Main tab > Directory.
Select the button located at the top right.
Enter a name and choose a category.
Enter a ‘payable to’ name (optional).
Enter the mailing address and contact information.
When complete, click the button.
To edit a contact, select the icon beside a category, select a contact, and make the changes. Click when done.
Need more help with this?
Don’t hesitate to contact us here.