After setting up your new supplier and adding them to the Suppliers tab in Billable Companies, click here for more information if you haven't completed this step.
Next, follow these steps to link your supplier to Xero:
- In the Xero Supplier Linked column, click the dropdown menu next to your newly added supplier.
- Search for and select the matching supplier name from Xero.
- Once selected, the system will begin linking the supplier to Xero.
- A green notification will appear on your screen once the link is successfully completed.
Once the link is successfully established, the linked contact in Xero will appear.
If you accidentally link the wrong Xero supplier name to your new suppluer, click the link icon button next to the " Xero Supplier Linked" column. This will remove the link from the supplier in Xero. A confirmation message. "Unlinked the contact from Xero successfully" will appear, allowing you to proceed with relinking.
You are now ready to start creating purchase requests with the supplier. Simply follow the steps to ensure accurate linking and seamless transaction processing in Xero.
