Partner

Navigate to Partner

Select the Vendors tab

Select Add Business Partner

Fill in the required information

Select Add to complete or Cancel to exit without saving changes. 

Select a tab

Select the Import button

Download the template

Upload the completed template

Select Import to complete or Cancel to exit without saving changes. 

Select a tab

• Subcontractors: Organizations contracted to perform project or contract-related work.
• Consultants: Independent professionals providing specialized services.
• Vendors: Suppliers providing goods or services to the company.

Select a partner

Select a tab

Select a business partner

Select Payment Information

Select Add Payment Information

Fill in the required information

Select Save to complete or Cancel to exit without saving changes. 

Select Payment Information

Select the Edit icon

Fill in the required information

Select Save to complete or Cancel to exit without saving changes. 

Select the ellipsis icon

Select an action

• Delete: Permanently remove the partner record from the system.
• Deactivate: Mark the partner as inactive to prevent use in future transactions while retaining existing records.

Confirm the action