Fresh Projects

00:00: You will need to link each Client (where you are posting invoices to Xero)

00:04: and each Supplier

00:05: (where you are posting Supplier Invoices or Bank Account Transactions to Xero)

00:10: in Fresh Projects to the appropriate Xero contact.

00:13: Let's take a look at how to link these...

00:17: Click "Contacts" in the Main Menu.

00:21: Then, open the client or supplier you are looking to link to Xero.

00:26: On the right hand side,

00:27: you will see the section for the Accounting Connections.

00:32: Use the search function to start typing the relevant contact in Xero.

00:37: If a match exists in Xero it will come up in the options and allow you to select

00:42: it.

00:44: If no match exists in Xero you will be able to create it from this screen.

00:50: Now,

00:50: select the VAT rate applicable to this client or supplier.

00:56: You can use the dropdown to select from your list of available VAT rates.

01:01: Finally,

01:02: click "Save Company".

01:05: If you have added further details

01:07: — such as an email address,

01:09: physical address,

01:10: or phone number

01:11: — to your Fresh Projects contacts or Xero contact, these can easily be synced to

01:16: ensure matching data.

01:18: This will be reflected by the orange banner that reads "Contact details not in sync".

01:24: Click "View Details" to sync these.

01:28: Now,

01:28: tick the fields that you would like to sync.

01:32: From here,

01:33: you can then choose to send those fields to Xero,

01:36: or to pull those fields from Xero.

01:39: You have now successfully linked your Clients and Suppliers in Fresh Projects to the

01:44: appropriate Xero contact.