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How do I add New Vendors?

  • Updated
To add a new Vendor into your CARET Legal Account navigate to the Accounting section and select the Vendors & Bills tab.
  1. Click + on the action bar and select New Vendor from the drop-down menu.

    NewVen.png
    Or,
     
  2. Click View Vendors under the tab bar to view your vendors.

    ViewVendors.png
  3. Click + on the action bar.

    NewVendorPlus.png
  4. The New Vendor modal displays.

    • Complete all the required fields and as many optional fields as you wish.

  5. Click Save to add a new vendor to the list.


To add a New Vendor Bill:

  1. Click + from the tab bar and select New Vendor Bill from the drop-down menu.

    NewBill.png

  2. Click + beside the Vendor field to add a new vendor or select a vendor from the drop-down list.

  3. Complete the required fields indicated with a purple bar and as many optional fields as you wish, then click Save.



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