The Other Names List keeps the names of people and companies you deal with who are not customers, vendors or employees: the owners and partners, a shareholder, someone you pay once. Each entry can hold a full set of contact details.
Opening it
Lists ▸ Other Names List. It opens over the Home Page; Esc takes you back to the Home Page. It needs permission for the Vendor Centre.
The line under the title reads People and companies you pay or receive money from who are not customers, vendors or employees — owners, partners, one-off payees. The columns are Name, Company, Phone, Email and Account No.
Add a name, step by step
- Choose New Name.
- Type the Name Name (the name as you want to see it).
- Fill in any of the details below.
- Choose OK.
| Field | What to enter |
|---|---|
| Company Name | Their company, if any. |
| Contact | The person to speak to. |
| Address, Address (line 2), City, Province / State, Postal Code, Country | Their address. |
| Phone, Email | How to reach them. The email must be a valid address. |
| Account No. | Your account number with them, or theirs with you. |
| Notes | Anything else. |
| Name is inactive | Hides the name without deleting it. |
The rules
- A name must be unique on this list, and it cannot be the name of an existing customer or vendor: "…" is already a customer or vendor. Names must be unique across customers, vendors and other names.
- That email address is not valid. — correct the email.
- See Lists in SeroBooks for Make Inactive and Delete.
Using other names
In SeroBooks this list is a directory of contacts. Forms such as Write Cheques, Enter Bills and journal entries pick their payee or name from your customers and vendors, so someone you pay or bill regularly should be set up as a vendor or customer instead (see Add or edit a vendor).
Anyone who can see the Vendor Centre can change this list.