sblive Xero Guide

The aim of this section is to provide guidance on how to track and manage your transactions with your customers and suppliers.

Xero merges customers, suppliers and employees into contacts. A contact is only defined as a customer, supplier (or both) or an employee based on the nature of transactions that pass through that contact. Contacts can be grouped in order to report on them and access them quickly. For example, Customers with bad credit terms could be grouped together as “high risk”. Groups appear in the main criteria, similar to a saved search or favourite.

The contacts screen returns information on all your contacts, up to the item count. The easiest way to find a contact is to search ( 8 ) for them using their name or email.

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