sblive Xero Guide

1. Basic information on the contact is displayed here, including their name, address, phone number and email. 2. Outstanding bills and sales invoices are displayed here, with anything past its due date shown in red. Where a contact is both a customer and supplier both balances are shown. 3. Contacts can be imported or exported from Xero. This can be particularly helpful on initial setup or if you need to reconcile with an external (unintegrated) CRM system. 4. See details on statements below. 5. Contacts can be filtered by selecting the options on the left. 6. Groups are custom filters that contacts can be assigned to manually. 7. Smart lists are automated filtering based on rules around transactions, tracking and groups. 8. The search box is the easiest way to locate a contact quickly. 9. Lists can be ordered by different attributes by selecting this option. 10. See below for adding contacts and fields that can be applied.

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