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ADDING EDITING AND UPDATING CONTACTS IN XERO

: Adding Contacts

Open XERO – click Contacts Tab

Open the invoi

Click Add Contactsbutton

 

Information’s required:

-          Contact – type the supplier name from the invoice

-          First Name & Last Name – never mind

-          Email – required if supplier has email

Contacts Details tab

-          Postal address - same as Physical Address

-          Find address – address from the invoice (ex: WETHERILL PARK – from the invoice)

-          Street address

-          Town city –(WETHERILL PARK)

-          State/Region – (NSW)

-          Postal/Zip code - (2164)

-          Telephone

-          Fax

 

 

Financial Detailstab

 

Information’s required:

-          For Purchases – (customer has corresponding Account Details)

Ex:

-          Invoices with P.O numbers – account# 51100 – P.O JJAP

 

-          Warranty Invoices – account# 51103 –WARRANTY INVOICES

 

-          Non P.O invoices – we can refer to ACCOUNTS SUPPLIERS TABLE (open link below)

https://docs.google.com/spreadsheet/ccc?key=0Asziia67v-QgdFpYcDZYZnctLVJNaGt0bFlSZEF0Vmc&usp=sharing#gid=0

 

-          If supplier doesn’t exist on table we can email Therese asking what is the corresponding account number

 

-          Invoice settings

 

-          Click Save

 

 

: Editing/Updating Contacts

 

-          Search the supplier name in xero

-          Click search

-          Click Edit

 

Contact details will appear

-          We can edit or update contact now

-          After editing or updating contact – click Save button to save the details

-          Go to the next contact and follow the same process

 

    What if supplier has no email address?

Email address is need for the remittance purposes when making payment and for inquiries. If email address is not available on the invoice Google the name to find the email address or call the supplier by its phone number to request for it.