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

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

Once you have connected with Sherriff Electrical 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 Sherriff Electrical. This is indicated by the "Disable" tag under the Action column.

Otherwise, click on the "Enable" tag and provide your Sherriff Electrical customer number.

Step 2 Once you have established the connection with Sherriff Electrical, open the 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.

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