AccountingLink for Xero - Manually Link Employees

If an employee(s) was manually entered in both systems, then these records will need to be linked so labor timecards or miscellaneous expenses can get exported. The instructions listed below outline how to manually link an employee. This is an alternative method to Auto Linking.

Important Things To Know

• Manual Linking will not synchronize or update address or phone information. It will just link the records in both systems.

Instructions

1. Click the Contact Management tab on the AccountingLink Main Menu
2. Navigate to the 'Manually Link' section.
3. Click the 'Manually Link Employees' link within the section.
4. In the form, enter 3 characters of the Sage Construction Management Employee field. The drop-down will auto filter based on the text entered.
5. Select the Sage Construction Management Employee that needs to be manually linked.
6. Likewise, enter 3 characters in the Xero Employee drop-down to filter.
7. Select the corresponding Xero Employee.
8. Click the 'Link Employee' button at the bottom of the form.