You will need to link each Client (where you are posting invoices to Sage) and Supplier (where you are posting Supplier Invoices or Bank Account Transactions to Sage) in Fresh Projects to the appropriate Xero contact.
- Begin by clicking Contacts in the main menu.
- Open the Client or Supplier you are looking to link to Sage and navigate to the Accounting tab.
- Start Typing the Name of the Client / Supplier (as saved in Sage)
If a match exists in Sage it will come up in the options and allow you to "select" it
- If no match exists in Sage you will be able to create it from this screen
- Next, Select the VAT rate applicable to this Client / Supplier
- Save your changes before exiting.
