Identifying new suppliers

Archie uses AI to extract data from invoices. He checks for existing suppliers in your Xero account by matching the supplier names and tax numbers (ABN or GST) on the invoice. 

If Archie cannot identify a match, he assume this is a new supplier. He then sends an email requesting approval to the contact specified when you signed up. If the supplier is approved, Archie will create a new supplier in Xero containing the following information:

• Supplier name
• Tax number (ABN or GST)
• Bank account number
• Business address
• Supplier email address

What to do if an existing supplier is incorrectly identified as 'new'

If Archie incorrectly identifies an existing supplier as new, check that the supplier's tax number is listed on both the invoice and your Xero Contact details.  We find matching tax numbers are often more reliable than supplier names. 

 You can add a tax number to a contact in Xero by following these steps:

1.  Log into your Xero account
2. Navigate to the All Contacts list
3. Click the Financial Details tab and select "edit"
4. Scroll to the field labelled GST (if in New Zealand) or ABN (if in Australia)
5. Add in the supplier tax number
6. Resend the invoice to Archie
7. The supplier should now be matched 

If the supplier is still incorrectly identified as new, please email [email protected].