Step 2 - Application - Services

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TFS User Guide - Table of Contents

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The Services tab lists important associates for the application. TFS lists the following as service providers:

How to Select the Service Provider - Click here to expand...

Select the Company popup button () next to the service that you wish to change. The Select [Service Provider]dialog will be displayed.
From the Entity Role drop-down list, select the required role, such as 'Accountant'.
Enter all or part of the entity's name in the Name field to further filter the Entity list.
From the Entity list (i.e., Accountant, Solicitor, Bank, etc.), select the required service.

If a service provider and their contacts are not in the system, they can be added using the New button () on the Select Service Provider toolbar.
If you know the name of the contact and it is displayed in the list, select the required contact from the Contacts list.
Click the OK button.

The Finance Shop KB