[MYOB AR Live users] How to Allocate a Default Account, Invoice Layout, Job ID & Category to your Suppliers

[MYOB AR Live users] How to Allocate a Default Account, Invoice Layout, Job ID & Category to your Suppliers

Once you have successfully connected with your suppliers in Link4, you should be able to see them in your dashboard.

To allocate a supplier to a default account, please follow the steps below.

Step 1 Go to the "My Suppliers" page and find the supplier that you want to update.

Step 2 Open the "Supplier Details" by clicking on the chosen supplier name.

Step 3 Under the "Connection Details" section, choose the appropriate account from the "Transaction Account" drop-down list.

Step 4 (Optional) Select the appropriate "Invoice Layout" for your supplier.

Step 5 Finally, click the "Update Details" button to confirm your changes.

We are happy to help if you have questions or you need further support. Please send us an email to support@link4.com.au or use the Live Chat box at the bottom right-hand corner of the website.

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