Adding external relations (Accountants)

 

Adding external contacts at the Settings level

You can keep a record of external contacts in Nmbrs®. These can first be added on Settings, on Master level, before they can be selected at the Debtor level.

 

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Click on New External Contact.

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A pop-up screen will appear in which you can add or edit the External contact. You have a choice of different types: Insurer, Lease Company, Tax authorities, Occupational Health & Safety services, Portal.

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Adding external contacts at the Debtor level  

Go to the Debtor level, to Settings, then to Provisions and click on External Contacts to access to the screen below. Here you can create an external contact in the desired category. Once you have added an external contact at the highest level, you can select it here.  

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