Creating new vendors/customers in the system

Using the system, you can easily create new vendors/customers in the organizationHow does it work?– Each company has a unique link that can be sent to the new employee/vendor/customer or simply placed on the organization’s website– Clicking the link will open a vendor/customer creation form– After filling out the form, the vendor/customer will be created in the systemImportant notes:– If you do not want the vendor to be available for immediate use, you can define an approval workflow for each vendor/customer creation, so that the vendor/customer can only be used in the system after the workflow is completed– Accounting is requested to provide the classification code and account range under which the new vendors/customers should be created– Please note that no accounts should be opened in the books with a key in the allocated range– The list of newly created vendors/customers can be transferred to Accounting via an interface file (hesh.in)– In the vendor creation form, you can define which fields are mandatory and which are optional– In the vendor/customer creation form, you can define fields that will contain files (bookkeeping certificate, etc.)– After the vendor is created, the form data that was filled in will be associated with the created vendor/customerIf you would like to receive the link, please open a ticket in our support center