[Xero users] How to Allocate a Default Account to BOC

[Xero users] How to Allocate a Default Account to BOC

Once you have connected with BOC on Link4, you can start allocating them to an account.

To do this, follow the steps below:

Step 1 Go to the "My Suppliers" page and check if you are already connected with the supplier. This is indicated by the "Disable" tag under the Action column.

Otherwise, click on the "Enable" tag and a popup message will ask you to confirm your action. Click "OK" to enable.

Step 2 Once you have verified the connection with BOC, open its Supplier Details by clicking on the supplier name.

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

Step 4 Click on the "Update Details" button to confirm your changes.

Need help? Please send us an email at support@link4.com.au or use the Live Chat box at the bottom right-hand corner of the website