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.