Third Party - BizBone

View Third Party Information

1

Navigate to Third Party

P Third Party

2

Select third party

P TP View

Add Third Party

1

Select Add Third Party

P TP Add

2

Fill in the required information

P TP Info

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

Edit Third Party Information

1

Select a Third Party

P TP View

2

Select Edit in the desired section

P TP Edit

General Information: Identifying and organizational details such as third-party code, name, acronym, type, and address.
Payment Information: Payment and banking details such as payment method, account type, routing number, account number, and check reference information.

Add Third Party Contact

1

Select a Third Party

P TP View

2

Select Add Contact

P TP Add Contact

3

Fill in the required information

P TP Contact Info

Delete a Third Party

1

Select the delete icon

P TP Delete

2

Confirm selection

P TP Confirm Delete

This action cannot be undone.