• Create a new supplier in Ocerra and automatically sync to Xero.

Enabling an option to create a new supplier

By default, a new supplier creation option is disabled in Ocerra. 

To enable this option, please navigate to Settings -General - and enable the "Can Add Supplier" parameter:

Creating a new supplier on the invoice

In the Supplier field, you will now see a plus symbol. Click on it and add Supplier name in the pop up screen, e.g.:

When you export this invoice, a new supplier card will be created in Xero and saved in Ocerra. 

You can learn more about supplier matching on the invoice here.