Adding a Counterparty

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Overview

This section describes the process for adding a counterparty to a job.  As an example, a firm of solicitors, Mishcon de Reya as a counterparty.  This section assumes that this firm is not already listed as a  counterparty.

Adding a counterparty to a job

1.    Click New > Counterparty.

2.    Add the following details to the new Counterparty.

Field

Value

Name

Mishcon de Reya

Alt. Name

Mishcon de Reya Solicitors

Type

Solicitors

Industry

Other Business Activities

VAT number

 

Your screen should match the example below.

File:test/insolvency/030_1+Jobs/110_Adding+a+Counterparty/AddCP2.png

Now the Counterparty’s Address and other information needs to be entered.

3.    To enter an address, click on [Add] button and select Street.

4.    Type in the following address: Summit House, 12 Red Lion Square, London, WC1R 4QD in the appropriate areas, select this as the default mailing address and compare your screen to the screen shot below.

File:test/insolvency/030_1+Jobs/110_Adding+a+Counterparty/AddCP3.png

5.    Finally, enter the details below by clicking [Add] in the Numbers panel.

Field

Value

Phone

020 7440 7000

Facsimile

020 7404 5982

Email

contactus @ mishcon.com

You have now completed entering a new Counterparty.

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