In AgExpert Accounting, a contact can be added in one of two ways – through Sales or Purchases.

To add a new customer, click Sales on the left and click Customers. Click Add customer on the right.

Fill out the required information on the New customer page. Check the appropriate boxes if a contact is also an employee or supplier. Click Save.

Once the contact has been added you will be returned to the previous screen. You can always return to edit contact details by clicking on the name of the customer.

To add a new supplier, click Purchases on the left and click Suppliers. Click Add suppliers on the right.

Fill out the required information on the New supplier page. Check the appropriate boxes if a contact is also an employee or customer. Click Save.

Once the contact has been added you will be returned to the previous screen. You can always return to edit contact details by clicking on the name of the supplier.

You will also now be able to share your account with your new contact by clicking More on the left and then Sharing. 

Last updated on June 11, 2021 by FCC AgExpert