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Submitting your Customer and/or Supplier details

You will need to let Ferret know which suppliers and/or customers you wish them to handle. This is required so they can match the supplier/customer to the code used in MoneyWorks. To do this:

  1. In the names list, highlight the suppliers (or customers) that you want them to process and click the "Update Ferret" toolbar button.

MoneyWorks will upload the code and name of the highlighted records.

If you add more suppliers or customers, you will need to upload them as well. It doesn't matter if you upload the details more than once.

Note:  If you change a customer/supplier code, or they change their name, you need to re-upload the customer/supplier record.

Setting up Submitting Samples