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Selecting Customer and Vendor Entry Options

In the Entities tab of the Company Information dialog box, you can select to automatically add customers to your Customer list and to automatically add payees to your Vendor list.

When you write a check to a payee that isn’t in your Vendor list, Brass Jacks Bookkeeper can automatically add the new payee to your Vendor list. When you enter an invoice for a customer that isn’t in your Customer list, Brass Jacks Bookkeeper can automatically add the customer to your Customer list.

If you use a vendor’s or bank’s website to make payments, you can have either the Login ID or Password copied into the browser for you. You supply this information on the Detail tab of the Vendor Detail dialog box for each vendor that you pay with online payments. See Managing Vendors and Paying Bills for details.

To adjust customer and vendor entry options:

  1. Click Company Setup in the Company section of the task bar on the right.
  2. In the Company Information dialog box, if necessary, click the Entities tab.  
  3. To specify whether Brass Jacks Bookkeeper automatically adds vendors:
    To automatically add new payees to your Vendor list, select Add new payee to my vendor list automatically.
    To not have new payees automatically added to your Vendor list, select Do not add payees to my vendor list automatically.
  4. To have Brass Jacks Bookkeeper ask you if you want to add new payees to your Vendor list, select the Prompt me for new payees check box.
  5. To allow entering invoices without a customer name, select the Allow invoices to be created without selecting a customer check box.
    When you enter an invoice without a customer name, Brass Jacks Bookkeeper creates a customer record using the invoice number and date.
  6. To specify whether Brass Jacks Bookkeeper automatically adds customers:
    To automatically add new customers to your Customer list, select Allow new customers to be added automatically when creating invoices.
    To have Brass Jacks Bookkeeper ask you if you want to add new customers to your Customer list, select Prompt me before adding new customers automatically when creating invoices.
  7. If you use a vendor’s or bank’s website to make payments, select either the Login ID or Password to have Brass Jacks Bookkeeper copy this information into the browser for you.
  8. To save the information without closing the dialog box, click Save.
  9. When you are finished updating information in the Company Information dialog box, click OK.