1. Go to Financials > Contact Details
2. For each Client (where you are posting invoices to Xero) and Supplier (where you are posting Supplier Invoices or Bank Account Transactions to Xero) you need to link the Fresh Project contact to the appropriate Xero client or supplier. Firstly, click on the Link button.
You have the option to either create a new Xero Client/Supplier, based on the information that already exists in Fresh Projects:
Or you can link to an existing Xero Client/Supplier :
3. Finally, you need to choose a Xero Tax rate that applies to the Client/Supplier by clicking on the Lookup button next to Tax Rate: