To make payments to a supplier in Lessn, they must first exist in Xero with the necessary details. Lessn will only pull suppliers that meet specific requirements and have at least one bill or bill connected to them in Xero.
Requirements for Importing Suppliers
A supplier in Xero must have:
A name
A valid email address
Bank details
An ABN (Australian Business Number)
Additionally, Lessn can only import suppliers that have at least one bill or bills associated with them in Xero.
Importing Suppliers into Lessn
Go to Suppliers & Recipients in Lessn.
Click Import Suppliers.
Select the business related to the supplier and tick the checkbox next to the suppliers you want to import, and click Import Supplier.
Once imported, these suppliers will automatically sync with Lessn. Any future bills they receive in Xero will appear as bills in Lessn, allowing you to schedule or process payments seamlessly.
Managing Suppliers in Lessn
By ensuring suppliers are correctly set up in Xero and imported into Lessn, you can streamline payments and avoid manual data entry. When a supplier receives a new bill, it will automatically sync as a bill in Lessn, ready for payment.