You will need to link each Client (where you are posting invoices to Xero) and Supplier (where you are posting Supplier Invoices or Bank Account Transactions to Xero) 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 Xero and navigate to the Accounting tab.
- Start Typing the Name of the Client / Supplier (as saved in Xero)
If a match exists in Xero it will come up in the options and allow you to "select" it
If no match exists in Xero 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.
We hope this article was helpful. If you have any questions, please do not hesitate to reach out to us. Our support team is always happy to help!