[Xero users] How to Allocate a Default Account to CNW Electrical

[Xero users] How to Allocate a Default Account to CNW Electrical

Once you have connected with CNW Electrical on Link4, you can now allocate 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 provide your CNW customer number.



Step 2 Once you have established the connection with CNW Electrical, open the Supplier Details by clicking 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