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How to register, edit or delete business?
How to register, edit or delete business?
Karen Assis Pereira avatar
Written by Karen Assis Pereira
Updated over a week ago

Business are those who supply your organization with the necessary elements to keep the structure working, and can be either someone who pays or who receives an amount.

To register a new supplier:

  1. Access the admin panel with admin or finance admin access

  2. In the left side menu, locate the "Financial" option, click on "Settings" and then "Business"

  3. In the upper right corner of the list of already registered business, click on "New"

  4. Add the name of the supplier, the identification number and define a responsible person. It is also possible to fill in contact information, in addition to the option to define or not this new registration as active. Click "Save" to finish

The registered business will appear in the list along with all other suppliers previously added.

Important: when the business is an individual, he will already be linked to the registration of people (visitors, members or others), and will not need a second registration.

Business can be edited, enabled/disabled or deleted. For any of these actions:

  1. On the right side of the vendor list, click on the edit option (pencil) and select the action you want to perform

Attention: it is only possible to edit or delete business that are not linked to any income or expense in the system.

Do you still have doubts?

Get in touch with our support team.

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