The accounting interface, costs and suppliers are optional areas that you can set up if required.
Accounting interface
If you are using the Xero accounting system, you'll need to set up the interface to allow data to flow between and Xero.
- Set up your accounting interface – set up the interface to Xero.
Costs and suppliers
The setup steps listed below are not strictly necessary before you create your first job, so they can be completed when required. However, depending on your type of work you may find them useful.
- Set up your costs – import or add costs for products and inventory.
- Set up your suppliers – add supplier information.