Adding New Company

In this chapter we'll explain how add a new corporate customer, such as a Bank or another MSB, or any other company that you deal with on a regular basis. These companies could be suppliers (wholesalers of currency) or buyers.

  • Open Explorer and from the dropdown select Companies Module
  • At the bottom locate and click green "+"
Open Customers Module
  • To create a new Company start typing in their Name
  • Hit Enter
  • Fill in the new  Company information to the best of your knowledge.
  • Check off the applicable box in the 'Flags' field if the new company is a Supplier, VIP etc. and add Company Representatives if possible